Insurance Client Services Lead

Private Advertiser; Malacca City; On-site; MYR 33,000 - 56,000; Full time

Job summary

Private Advertiser is seeking an Insurance Executive to manage policy renewals, claims matters, and client servicing for life and health plans. The role involves preparing forms, coordinating with insurers, and maintaining orderly client records.

The candidate will support advisors, respond to inquiries via phone and email, and ensure timely, compliant service across digital platforms. Attention to detail and strong organizational skills are essential.

Qualifications

• Experience in insurance administration, claims handling, or financial services is an advantage.
• Strong communication and customer-service skills.
• High level of accuracy and attention to detail.
• Excellent organisational and multitasking abilities.
• Proficient in MS Office and comfortable with digital platforms/portals.
• Able to work independently and manage deadlines effectively.

Responsibilities

• Manage policy renewals for life and health insurance plans, including reminders, follow-ups, and documentation.
• Handle claims matters, including assisting clients with claim submissions, gathering required documents, liaising with insurers, tracking claim progress, and ensuring timely updates.
• Provide existing client servicing such as changes of particulars, beneficiary updates, reinstatements, cancellations, and general policy enquiries.
• Prepare, review, and submit application forms and supporting documents accurately.
• Coordinate with insurer operations and support teams to resolve client issues efficiently.
• Maintain well-organised records of client data, policy status, claims, and servicing tasks.
• Support advisors with administrative duties including scheduling, reports, applications, and client communication.
• Ensure timely and professional responses to clients via phone, email, and messaging platforms.
• Adhere to insurer procedures, confidentiality standards, and regulatory requirements.

Skills

Communication skills

Customer service

Attention to detail

Organizational skills

MS Office proficiency

Independent work

Job description

Private Advertiser is seeking an Insurance Executive to manage policy renewals, claims matters, and client servicing for life and health plans. The role involves preparing forms, coordinating with insurers, and maintaining orderly client records.

The candidate will support advisors, respond to inquiries via phone and email, and ensure timely, compliant service across digital platforms. Attention to detail and strong organizational skills are essential.