Personal Assistant

Talent Recruit; Puchong; On-site; MYR 40,000 - 67,000; Full time

Job summary

Talent Recruit is seeking a capable administrative professional to support life, medical, and corporate insurance activities in Malaysia. You will manage emails, appointments, and reports while ensuring confidentiality and regulatory compliance.

You will assist in sourcing and onboarding agents, coordinate licensing and training, and maintain agent databases. You will also organize events and contribute to digital marketing and sales materials.

Qualifications

• Diploma or degree in business, finance, or insurance.
• 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.

Responsibilities

• Manage emails, appointments, and meetings and prepare reports and proposals.
• Assist in sourcing and onboarding new insurance agents and track licensing.
• Follow up on policy renewals, claims, and inquiries with insurers.
• Organize events and support marketing and sales materials.

Skills

Communication

Organised

Attention to detail

Professional demeanor

Interpersonal skills

Education

Diploma/ Degree in Business Administration

Tools

CRM systems

Excel

Insurance portals

Job description

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

Job Description

• 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.

Requirements

• 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.

Only shortlisted candidates will be contacted.