Personal Assistant

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

Overview

We are representing our client who is a life, medical and corporate agency.

Responsibilities

• Manage emails, appointments, and meetings while preparing reports, proposals, and insurance documentation, ensuring the handling of confidential client data and regulatory paperwork.
• Assist in sourcing and onboarding new insurance agents while coordinating training, licensing, and performance tracking, maintaining databases of potential and existing agents.
• Follow up on policy renewals, claims, and inquiries while liaising with insurance companies and financial institutions, providing basic life and medical insurance information to prospects.
• Organize events, roadshows, and webinars for client engagement while supporting digital marketing, recruitment branding, and preparing presentations and sales materials.

Qualifications

• Diploma/Degree in Business Administration, Finance, Insurance or related fields.
• 2-5 years in administrative, insurance, or sales support roles.
• Organised, proactive, detail-oriented, and tech-savvy (Excel, CRM, Insurance portals)
• Outgoing, able to interact with agents and clients professionally.

How to apply

Interested candidates can apply online or send your resume to [e-mail].

Only shortlisted candidates will be contacted.