Executive, Insurance Broking Servicing

Alpha Management Services Sdn Bhd; Shah Alam; On-site; MYR 36,000 - 60,000; Full time

Job summary

Alpha Management Services Sdn Bhd is seeking an Insurance Coordinator to prepare and process quotations, proposals, and renewal slips. You will liaise with insurers to obtain competitive terms and maintain policy schedules and certificates of insurance.

You will assist clients with requests, handle claims coordination, and support in reports, renewal notices, and premium reminders, ensuring timely follow-ups and regulatory compliance.

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 skills

Client handling

Detail oriented

Multitasking

Presentation skills

Education

Diploma/Degree in Business, Insurance, Finance

Tools

MS Office

Job description

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.

Alpha Management Services Sdn Bhd is the leading Insurance Consultancy and Insurance Agency in Malaysia. The company established in 1982 and 100% owned by Lam Soon Group of Company. Today, we are proud to serve a large number of quality customers in Malaysia with a wide range of insurance needs.