Executive Policy Administration

Howden Group Holdings; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading insurance broker in Kuala Lumpur is seeking a candidate to assist in preparing Annual Review Packs and updating client policies. The ideal candidate will hold a Bachelor's degree and have relevant experience in the financial industry. Strong organizational and Microsoft Office skills are essential. Join a dedicated team where independence and effective communication are valued.

Qualifications

• Relevant experience in the financial industry.
• Knowledge in life insurance preferred.
• Able to complete tasks with minimal supervision.

Responsibilities

• Prepare Annual Review Packs, including summary tables.
• Upload Annual Review Packs into Dynamics and update when necessary.
• Respond to all emails in a timely manner.
• Maintain and update review pack templates and checklists.

Skills

Organisational skills

Communication skills

Team player

Independence

Proficiency in Microsoft Office

Education

Bachelor’s degree in relevant field

Job description

About Us

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.

We have representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network.

The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefit.

Responsibilities

• Prepare Annual Review Packs, including the summary table

• Upload Annual Review Packs into Dynamics and update policy information when necessary

• Download Premium Notice and upload into Dynamics

• Request Annual Statements, CSV Letters, In-force Illustrations upon request from clients/referral partners/Consultants

• Request and prepare quarterly CSV reports to banks

• Respond to all emails sent in a timely and accurate manner

• Maintain and updating of annual review pack templates and checklists

• Any other ad-hoc task as required by the department

Requirements

• Bachelor’s degree with relevant experience in the financial industry

• Experience and knowledge in life insurance will be preferred

• Strong organisational and communication skills

• Proficient in Microsoft Office

• Team player and strong interpersonal skills

• Able to work independently and complete all tasks with minimal supervision or assistance