Personal Assistant

Client Background:

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 ryan@talentrecruit.com.my.

Only shortlisted candidates will be contacted.