Executive, Affinity Partnership (Operation)

Hong Leong Assurance Berhad; Petaling Jaya; On-site; MYR 36,000 - 72,000; Full time

Job summary

Hong Leong Assurance Berhad is seeking an Executive for Affinity Partnership (Operation) in Malaysia. The role involves checking document completeness, generating quotations, scanning and filing, and assisting with submission through the customer service system.

You will respond to intermediaries and coordinate with departments to resolve issues. The position requires at least 1 year in administration, proficiency with MS Office, and strong attention to detail.

Qualifications

• Minimum 1 year of administration support experience.
• Experience in the insurance industry is a plus.
• Proficient with MS Office and data entry.

Responsibilities

• Check and verify document completeness before submission.
• Generate quotations or print sales illustrations when required.
• Scan and file documents, and record details in the log book.

Skills

Administration support

Customer service

Attention to detail

Education

Diploma in Administration or related

Tools

MS Office

CRM software

Job description

Executive, Affinity Partnership (Operation)

Check and verify the completeness of the document received before submission. Notify the intermediary on the error and/or if necessary, to return the form for their further action.

Generate quotation/printing of sales illustration (when required).

Scanning of documents received for filing and record - Record the details of documents received in log book.

Submission of application via customer service. Assist to advise on error or issue encountered on new business proposal system submission.

Generation of cover letter. Record the details of documents received in log book. Submission of documents to scanning room and or relevant departments.

Respond to intermediary's phone call/emails received to follow up on their submitted cases/general inquiries/request of documents/ further information. Request information from relevant departments on inquiries received. Follow up on feedback requested, and communicate the response to the inquiries received.

Assist to generate quotation when required.

Processing of credit card form/cheque received or documents submitted via system, and follow through with respective department for charging of any outstanding payment highlighted.

Generate weekly submission and production reports, ad-hoc production reports request (Ex: sponsorship, past performance measurement, campaign & non-campaign productivity reports, and training expenses reports.

Review and revise of FA Agreement to comply with latest regulatory, legal and/or internal requirement. Update of commission structure for newly launch product/withdrawn product.

Verify and confirm the commission generated by finance and ISD on monthly basis. Communicate commission statements to brokers when requested.

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Your application will include the following questions:

• Which of the following statements best describes your right to work in Malaysia?
• What's your expected monthly basic salary?
• Which of the following Microsoft Office products are you experienced with?
• How many years' experience do you have as an administration support?
• Do you have administration experience in the insurance industry?

Hong Leong Assurance Berhad (HLA) is one of the largest insurance companies in Malaysia. It is a well-established and respected Malaysian brand offering financial planning and protection solutions to meet the various needs of Malaysians at different cycles of their lives. Commitment to the customer is the key to HLA's success, where service is provided through a large network of branches, agents and brokers throughout the country as well as bancassurance and alternative distribution channels.

HLA began as a General Insurance business under the name of Malaysia Pacific Insurance Berhad in 1972. The Life Insurance business was added into its portfolio a year later. In December 1982, Hong Leong Assurance Sdn Bhd, a composite insurance company was formed eventually acquiring the entire General and Life business of Malaysia Pacific Insurance. Today, HLA is a subsidiary of HLA Holdings Sdn Bhd (HLAH), which is wholly-owned by Hong Leong Financial Group Berhad (HLFG), the financial services arm of Hong Leong Group Malaysia.

Pursuant to a strategic partnership, in October 2010, HLA merged its General Insurance business with MSIG Insurance (Malaysia) Bhd (MSIM). Concurrently, HLAH took a 30 percent equity interest in MSIM and Mitsui Sumitomo Insurance Company Limited (MSI) took a 30 percent equity interest in HLA. Moving forward, the General Insurance business would be provided by MSIM, while the life insurance business would continue to be provided by HLA.

With the strategic partnership, HLA is poised to reach new horizons for its Life Insurance business. HLA is today one of Malaysia's leading domestic brands for financial planning and protection solutions, specializing in Life Insurance products and services.

HONG LEONG FINANCIAL GROUP

Hong Leong Financial Group is a leading provider of financial services through the subsidiaries and associate companies of Hong Leong Financial Group Berhad.

The Group's Financial Services companies provide a broad spectrum of financial services - banking, treasury, insurance, fund management, investment banking, capital markets and stock-broking throughout Malaysia, Singapore, China, Hong Kong and Vietnam. Based in Kuala Lumpur, our products and services are distributed via a diverse range of distribution channels.

Our vision is to be an integrated services group that consistently meet our customers' financial and investment needs. Our goal is to become a leader in the financial services industry, a leader in each of the market that we operate in.

HONG LEONG GROUP MALAYSIA

Hong Leong Group is a leading conglomerate based in Malaysia with diversified businesses in manufacturing and distribution, financial services, property development & investment, and hospitality & leisure. The Group today controls 13 listed companies in various stock exchanges with over 500 operating subsidiaries and associate companies around the world. Now forty years in operation, the Hong Leong Group has successfully entrenched its brands deeply in the communities where it has a presence - in its home base Malaysia to the rest of Asia, in Western Europe and the UK, in North America and in Oceania.

HONG LEONG ASSURANCE BERHAD

Hong Leong Assurance Berhad (HLA) is one of the largest insurance companies in Malaysia. It is a well-established and respected Malaysian brand offering financial planning and protection solutions to meet the various needs of Malaysians at different cycles of their lives. Commitment to the customer is the key to HLA's success, where service is provided through a large network of branches, agents and brokers throughout the country as well as bancassurance and alternative distribution channels.

HLA began as a General Insurance business under the name of Malaysia Pacific Insurance Berhad in 1972. The Life Insurance business was added into its portfolio a year later. In December 1982, Hong Leong Assurance Sdn Bhd, a composite insurance company was formed eventually acquiring the entire General and Life business of Malaysia Pacific Insurance. Today, HLA is a subsidiary of HLA Holdings Sdn Bhd (HLAH), which is wholly-owned by Hong Leong Financial Group Berhad (HLFG), the financial services arm of Hong Leong Group Malaysia.

Pursuant to a strategic partnership, in October 2010, HLA merged its General Insurance business with MSIG Insurance (Malaysia) Bhd (MSIM). Concurrently, HLAH took a 30 percent equity interest in MSIM and Mitsui Sumitomo Insurance Company Limited (MSI) took a 30 percent equity interest in HLA. Moving forward, the General Insurance business would be provided by MSIM, while the life insurance business would continue to be provided by HLA.

With the strategic partnership, HLA is poised to reach new horizons for its Life Insurance business. HLA is today one of Malaysia's leading domestic brands for financial planning and protection solutions, specializing in Life Insurance products and services.

HONG LEONG FINANCIAL GROUP

Hong Leong Financial Group is a leading provider of financial services through the subsidiaries and associate companies of Hong Leong Financial Group Berhad.

The Group's Financial Services companies provide a broad spectrum of financial services - banking, treasury, insurance, fund management, investment banking, capital markets and stock-broking throughout Malaysia, Singapore, China, Hong Kong and Vietnam. Based in Kuala Lumpur, our products and services are distributed via a diverse range of distribution channels.

Our vision is to be an integrated services group that consistently meet our customers' financial and investment needs. Our goal is to become a leader in the financial services industry, a leader in each of the market that we operate in.

HONG LEONG GROUP MALAYSIA

Hong Leong Group is a leading conglomerate based in Malaysia with diversified businesses in manufacturing and distribution, financial services, property development & investment, and hospitality & leisure. The Group today controls 13 listed companies in various stock exchanges with over 500 operating subsidiaries and associate companies around the world. Now forty years in operation, the Hong Leong Group has successfully entrenched its brands deeply in the communities where it has a presence - in its home base Malaysia to the rest of Asia, in Western Europe and the UK, in North America and in Oceania.

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