Life Insurance Sales Administrator: Fast & Precise Support

Fin Free To U Service; Ipoh; On-site; MYR 42,000 - 64,000; Full time

Job summary

Fin Free To U Service in Ipoh, Malaysia is seeking a Sales Administrator to support life insurance agents and ensure a smooth client experience from application to policy approval. You will handle daily paperwork, coordinate with underwriters, and assist clients with policy updates.

The role emphasizes accuracy, data entry, and clear communication. Proficiency with Microsoft Office and CRM systems, plus the ability to handle confidential information, are essential to timely processing and

Qualifications

• 1–2 years of office, customer service, or administrative experience (life insurance or financial services a plus).
• Proficient with Microsoft Office (Word, Excel) and client databases/CRMs.
• Strong attention to detail and accurate data entry.
• Friendly, clear written and verbal communication.
• Ability to handle confidential client health and financial information securely.
• Active Life & Health license is a plus, but not required.

Responsibilities

• Submit new life insurance applications, track status, ensure forms are completed correctly.
• Collect required client information and follow up with underwriters to speed approvals.
• Prepare policy quotes, illustrations, and sales packets for agents before client meetings.
• Answer client questions about policy status, premium payments, address changes, and beneficiary updates.
• Process policy changes, payments, and annual policy reviews.

Skills

Microsoft Office

CRM databases

Data entry

Communication

Tools

CRM software

Excel

Job description

Fin Free To U Service in Ipoh, Malaysia is seeking a Sales Administrator to support life insurance agents and ensure a smooth client experience from application to policy approval. You will handle daily paperwork, coordinate with underwriters, and assist clients with policy updates.

The role emphasizes accuracy, data entry, and clear communication. Proficiency with Microsoft Office and CRM systems, plus the ability to handle confidential information, are essential to timely processing and