Insurance Admin Assistant/Personal Assistant

RFS CONSULTANTS SDN BHD; Petaling Jaya; On-site; MYR 31,000 - 47,000; Full time

Benefits offered by this job

Education support

Bonus, Cash Incentives

Oversea Incentive Trips

Job summary

RFS Consultants Sdn Bhd in Petaling Jaya, Selangor, invites applications for an Insurance Admin Assistant/Personal Assistant. This full-time role provides essential support to senior staff and insurance operations, ensuring smooth administrative workflow and timely communications with clients and HQ.

You will manage calendars, prepare quotation templates and memos, and coordinate with agents and management. English communication is required; knowledge of insurance terminology is highly desirable.

Qualifications

• Knowledge of insurance and insurance terminology.
• Experience in administrative/secretarial support (2 years preferred).
• Strong organisational and time management skills.
• Proficient in Microsoft Office Suite; familiarity with AI tools is a plus.

Responsibilities

• Manage and coordinate basic administrative tasks including scheduling appointments and maintaining calendars for senior management.
• Ensure all tasks and reminders for senior staff agents are timely executed.
• Prepare insurance-related documents including quotation templates, endorsements, emails and company memos.
• Assist with follow-ups and communications with clients and HQ.
• Perform other administrative duties to support office operations.

Skills

Insurance knowledge

Secretarial experience

Organisational skills

MS Office proficiency

Tools

MS Office

Job description

Insurance Admin Assistant/Personal Assistant

RFS Consultants is seeking a dedicated and organised Insurance Admin Assistant/Personal Assistant to join our team in Petaling Jaya, Selangor. This is a full-time position that offers an excellent opportunity to support our insurance operations and executive management. You will play a crucial role in ensuring the smooth running of administrative functions, whilst providing essential support to senior staff agents. This position is integral to maintaining the operational efficiency of our agents and delivering exceptional service to our clients and stakeholders.

What you'll be doing

Managing and coordinating basic administrative tasks including scheduling appointments, maintaining calendars for senior management

Ensuring all tasks and reminders for senior staff agents are timely executed

Preparing insurance-related documents including quotation templates, endorsements, emails and company memos

Assisting with follow-up and follow-throughs and supporting client/HQ communications

Performing other administrative duties as assigned to support office operations

What we're looking for

***Knowledge of insurance and insurance terminology*** (Highly desirable)

Proven experience working in an administrative, secretarial, or personal assistant capacity (2 years preferred)

Strong organisational and time-management skills with the ability to prioritise multiple tasks

Written and verbal communication skills in English; proficiency in other languages is an advantage

Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software applications. AI is also considered.

High level of accuracy and attention to detail in all work undertaken

Flexibility and adaptability in a fast-paced working environment

What we offer

At RFS, we are committed to supporting the professional development and wellbeing of our employees. Our workplace culture emphasises collaboration, respect, and continuous improvement. We provide a supportive environment where your contributions are valued and recognised. As a full-time team member, you will have access to company benefits and opportunities for career progression within our growing organisation. We believe in maintaining a healthy work-life balance and creating an inclusive workplace where all employees can thrive.

About us

RFS Consultants is a professional life insurance agency dedicated to delivering high-quality services to the insurance and business sectors. We pride ourselves on our expertise, integrity, and commitment to client satisfaction. Our team comprises experienced professionals who are passionate about providing strategic solutions and comprehensive support to our clients. We are based in Petaling Jaya, Selangor, and operate with a focus on excellence, execution, and building long-term business relationships. Our values centre on professionalism, reliability, and client-centric service delivery.

RFS Consultants Sdn Bhd is a dynamically established agency specializing in Retail Financial Service. As representatives of Prudential, we have been continuously offering an eclectic range of life insurance products for more than 22 years. In line with our rapid growth and expansion throughout the years, our sole mission is to provide financial advice and assistance to clients with utmost integrity, competence and professionalism.

RFS Consultants Sdn Bhd is a dynamically established agency specializing in Retail Financial Service. As representatives of Prudential, we have been continuously offering an eclectic range of life insurance products for more than 22 years. In line with our rapid growth and expansion throughout the years, our sole mission is to provide financial advice and assistance to clients with utmost integrity, competence and professionalism.

Perks and benefits

• Education support
• Bonus, Cash Incentives
• Oversea Incentive Trips