Sales Admin

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

Position Summary

The Sales Administrator supports our team of life insurance agents and ensures clients have a smooth experience from application to policy approval. You will handle daily paperwork, communicate with insurance underwriters, and assist clients with policy updates.

Key Responsibilities

Application Processing: Submit new life insurance applications, track their status, and ensure all forms are completed correctly.

Underwriting Support: Collect required client information (such as medical records or lab test schedules) and follow up with underwriters to speed up approval.

Agent Assistance: Prepare policy quotes, illustrations, presentation materials, and sales packets for agents before client meetings.

Client Service: Answer client questions about policy status, premium payments, address changes, and beneficiary updates.

Policy Maintenance: Process policy changes, payments, and annual policy reviews.

Qualifications & Requirements

Experience: 1-2 years of office, customer service, or administrative experience (experience in life insurance or financial services is a plus).

Skills:

Comfortable using 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.

Licensing: Active Life & Health license is a plus, but not required.

Key Metrics for Success

Speed and accuracy in processing life insurance applications.

Quick response times to client and agent inquiries.

High rate of application completion without errors.