Policy Servicing Admin - Compliance & Data Integrity

iForte Group; Kuala Lumpur; On-site; MYR 38,000 - 58,000; Full time

Job summary

iForte Group in Kuala Lumpur seeks a Policy Servicing Administrative Assistant to carry out accurate, compliant policy servicing across the client lifecycle. You will ensure Labuan FSA regulatory adherence, AML/CFT compliance, and robust record-keeping.

Key duties include processing servicing queries, updating CRM records, generating reports, and maintaining audit trails. Expect collaboration with advisers and providers to resolve issues and support governance processes.

Qualifications

• Diploma or Degree in Finance, Banking, Business Administration, or related field.
• Minimum 1-3 years of experience in financial services, insurance, brokerage, or administration.
• Proficiency in Microsoft Office tools (Outlook, Word, Excel and PowerPoint).
• Experience in offshore/Labuan environment is an advantage.

Responsibilities

• Process and administer policy servicing queries, transactions and follow ups including changes of personal details and premium related actions.
• Accurately capture and update policy details in internal systems and CRM, ensuring data integrity.
• Review servicing requests before submission to product providers and track pending requests to meet service timelines.
• Generate periodic reports for management review and compliance monitoring.
• Maintain detailed servicing logs and full audit trail of policy-related activities.
• Escalate complex issues to the reporting manager and liaise with advisers and product providers.

Skills

English fluency

Attention to detail

Organised

Process driven

Effective communication

Deadline management

Education

Diploma or Degree in Finance, Banking, Business Administration, or related field

Tools

Microsoft Office

Job description

iForte Group in Kuala Lumpur seeks a Policy Servicing Administrative Assistant to carry out accurate, compliant policy servicing across the client lifecycle. You will ensure Labuan FSA regulatory adherence, AML/CFT compliance, and robust record-keeping.

Key duties include processing servicing queries, updating CRM records, generating reports, and maintaining audit trails. Expect collaboration with advisers and providers to resolve issues and support governance processes.