Executive, Insurance Broking Servicing

Alpha Management Services Sdn Bhd; Selangor; On-site; MYR 45,000 - 67,000; Full time

Job summary

Alpha Management Services Sdn Bhd is seeking an Insurance Administrator to prepare quotations, proposals, and renewal slips, and to assist in placement by liaising with insurers for competitive terms.

The role handles policy documents, client requests, reports, and premium reminders, while maintaining accurate records and timely follow-ups.

Qualifications

• Diploma/Degree in Business, Insurance, Finance, or related field.
• Experience in an insurance broking firm or insurer (preferred).
• Strong communication and client-handling skills.
• Proficiency in MS Office (Word, Excel, PowerPoint).
• Detail-oriented with good organizational and multitasking abilities.

Responsibilities

• Prepare and process insurance quotations, proposals, and renewal slips.
• Assist in placement by liaising with insurers to obtain competitive terms.
• Issue, check, and maintain policy schedules, endorsements, and certificates of insurance.
• Support in handling client requests, queries, and policy changes.
• Prepare client reports, renewal notices, and premium payment reminders.
• Maintain updated records of client policies and ensure timely follow-ups.
• Assist clients with claims notification, documentation, and submission.
• Liaise with insurers, loss adjusters, and internal teams to track claim progress.
• Provide regular updates to clients and ensure claims are settled within agreed timelines.
• Ensure all transactions comply with regulatory and company requirements.
• Maintain accurate records of policies, endorsements, and claims in the system.
• Prepare reports, trackers, and renewal registers.
• Support in presentations, proposals, and client meetings (as needed).
• Handle premium payments and reconciliation support with the accounts team.

Skills

Communication

Client handling

Detail oriented

Multitasking

Education

Diploma/Degree in Business, Insurance, Finance, or related field

Tools

MS Office

Job description

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Prepare and process insurance quotations, proposals, and renewal slips.

Assist in placement by liaising with insurers to obtain competitive terms.

Issue, check, and maintain policy schedules, endorsements, and certificates of insurance.

Support in handling client requests, queries, and policy changes.

Prepare client reports, renewal notices, and premium payment reminders.

Maintain updated records of client policies and ensure timely follow-ups.

Claims Coordination

Assist clients with claims notification, documentation, and submission.

Liaise with insurers, loss adjusters, and internal teams to track claim progress.

Provide regular updates to clients and ensure claims are settled within agreed timelines.

Compliance & Documentation

Ensure all transactions comply with regulatory and company requirements.

Maintain accurate records of policies, endorsements, and claims in the system.

Operational & Administrative Support

Prepare reports, trackers, and renewal registers.

Support in presentations, proposals, and client meetings (as needed).

Handle premium payments and reconciliation support with the accounts team.

Qualifications & Requirements

Diploma/Degree in Business, Insurance, Finance, or related field.

Experience in an insurance broking firm or insurer (preferred).

Strong communication and client-handling skills.

Proficiency in MS Office (Word, Excel, PowerPoint).

Detail-oriented with good organizational and multitasking abilities.