Client Success & Onboarding Specialist

Etiqa Insurance and Takaful; Kuala Lumpur; On-site; MYR 24,000 - 36,000; Full time

Job summary

Etiqa Insurance and Takaful in Kuala Lumpur, Malaysia is seeking an entry-level Account Management support to assist the sales team, onboard new clients, and coordinate policy issuance and servicing across the customer journey.

The role emphasizes strong communication, multi-tasking, and a customer-service mindset, with opportunities to develop through Protégé training and cross-functional collaboration.

Qualifications

• Bachelor's Degree in Business Administration, Marketing, Finance, Economics, Insurance, Management, or related disciplines.
• Fresh graduates are encouraged to apply.
• Strong communication and interpersonal skills.
• Proficient in Microsoft Excel, PowerPoint, and Word.
• Ability to manage multiple tasks and deadlines effectively.
• Positive attitude with a willingness to learn.
• Team player with strong customer service orientation

Responsibilities

• Support the sales team during quotation and proposal preparation.
• Assist in onboarding new clients, including Know Your Customer (KYC) documentation and account setup.
• Coordinate with internal stakeholders to facilitate policy issuance and endorsements.
• Prepare reports, presentations, proposals, and supporting documentation for management and client meetings.
• Maintain accurate customer records and update information in relevant systems.
• Monitor and track pending policies, endorsements, and claims.
• Assist in following up with internal teams on outstanding customer requests.
• Support account managers in managing client servicing activities and day-to-day operations.
• Participate in structured training and development programmes under the Protégé initiative.

Skills

Communication

Interpersonal skills

Multitasking

Positive attitude

Team player

Customer service

Education

Bachelor's Degree (Business Admin/Marketing/Finance/Economics/Insurance/Management)

Tools

Microsoft Excel

PowerPoint

Microsoft Word

Job description

Etiqa Insurance and Takaful in Kuala Lumpur, Malaysia is seeking an entry-level Account Management support to assist the sales team, onboard new clients, and coordinate policy issuance and servicing across the customer journey.

The role emphasizes strong communication, multi-tasking, and a customer-service mindset, with opportunities to develop through Protégé training and cross-functional collaboration.