Insurance Admin & Agent Engagement Coordinator

Talent Recruit; Puchong; On-site; MYR 20,000 - 100,000; Full time

Job summary

A leading insurance agency in Puchong is seeking an experienced administrative support role. The candidate will manage emails, assist in sourcing and onboarding new insurance agents, and organize events for client engagement. A Diploma/Degree in Business Administration, Finance, or a related field is required, along with 2-5 years of relevant experience. Skills in CRM and Excel are essential, along with a professional demeanor for client interaction.

Qualifications

• 2-5 years in administrative, insurance, or sales support roles.
• Able to interact with agents and clients professionally.

Responsibilities

• Manage emails, appointments, and confidential client data.
• Assist in sourcing and onboarding new insurance agents.
• Follow up on policy renewals, claims, and inquiries.
• Organize events, roadshows, and digital marketing.
• Prepare presentations and sales materials.

Skills

Organised

Proactive

Detail-oriented

Tech-savvy (Excel, CRM)

Outgoing

Education

Diploma/Degree in Business Administration, Finance, Insurance or related fields

Tools

CRM

Excel

Insurance portals

Job description

A leading insurance agency in Puchong is seeking an experienced administrative support role. The candidate will manage emails, assist in sourcing and onboarding new insurance agents, and organize events for client engagement. A Diploma/Degree in Business Administration, Finance, or a related field is required, along with 2-5 years of relevant experience. Skills in CRM and Excel are essential, along with a professional demeanor for client interaction.