Personal Assistant

Talent Recruit; Puchong; On-site; MYR 20,000 - 100,000; Full time

Job summary

A leading life insurance agency seeks an insurance administrative support professional to manage client confidentiality and assist in onboarding new agents. This role involves organizing client engagement events, managing documentation, and supporting digital marketing efforts. Ideal candidates should have a degree, relevant experience, and excellent organization skills.

Qualifications

• Diploma/Degree in Business Administration, Finance, Insurance or related fields.
• 2-5 years in administrative, insurance, or sales support roles.
• Outgoing, able to interact with agents and clients professionally.

Responsibilities

• Manage emails, appointments, and meetings while preparing reports, proposals, and documentation.
• Assist in sourcing and onboarding new insurance agents while coordinating training.
• Organize events, roadshows, and webinars for client engagement.

Skills

Organisation

Proactivity

Attention to detail

Communication

Tech-savviness

Education

Diploma/Degree in Business Administration

Diploma/Degree in Finance

Diploma/Degree in Insurance

Tools

Excel

CRM

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.

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

Only shortlisted candidates will be contacted.