Client Services & Insurance Ops Specialist (Entry-Level)

Legacy Advisory Sdn Bhd; Permatang Pauh; On-site; MYR 28,000 - 45,000; Full time

Benefits offered by this job

On-the-job training

Career growth opportunities

Friendly work environment

Job summary

Legacy Advisory Sdn Bhd seeks a motivated Client Service & Insurance Operations Executive to join our growing team in Malaysia. You will handle insurance quotations, applications, policy servicing, renewals and claims, working with clients, advisors and insurers to ensure smooth operations.

No prior insurance experience is required; training will be provided. The role emphasizes customer service, accuracy, and the ability to multitask in a fast-paced environment with ongoing learning and career

Qualifications

• Good written and spoken English and Bahasa Malaysia.
• Willingness to learn and adapt to insurance systems.

Responsibilities

• Handle daily enquiries from clients and insurance advisors.
• Source insurance plans and quotations from insurance companies.
• Prepare quotation comparisons and insurance proposals for clients and advisors.
• Process insurance policy issuance, cover notes and insurance certificates.
• Monitor and follow up on clients' and advisors' policy renewals.
• Maintain proper records, documentation and filing in the company's system.

Skills

Communication

Multitasking

Detail-oriented

Job description

Legacy Advisory Sdn Bhd seeks a motivated Client Service & Insurance Operations Executive to join our growing team in Malaysia. You will handle insurance quotations, applications, policy servicing, renewals and claims, working with clients, advisors and insurers to ensure smooth operations.

No prior insurance experience is required; training will be provided. The role emphasizes customer service, accuracy, and the ability to multitask in a fast-paced environment with ongoing learning and career