- Jalan Kerinchi Kuala Lumpur WP Kuala Lumpur Malaysia 59200
Working Location
Job Description
Requirements
Requirements:
3-5 years of Operations / Business Support in Insurance/Financial Advisory industry.
Organised, and able to manage multiple cases.
Strong proficiency in Microsoft Excel and Microsoft Office applications.
Strong attention to detail and able to work independently.
Willing to travel to Singapore for quarterly meetings and training.
Good command of spoken and written English and Mandarin to support business communication.
Responsibilities
Key Responsibilities:
Prepare and submit new business applications(life insurance, ILP, investments).
Follow up on underwriting requirements and outstanding documents.
Liaise with insurers/platform providers on case status.
Support policy servicing requests (updates, fund switches, amendments).
Maintain accurate client records and documentation.
Track case pipeline and update advisors.
Assist with internal reports and seminar back-end coordination.
Benefits
Skills
LRT - MASJID JAMEK
0.3 km
LRT - PASAR SENI
0.6 km
MRT - PASAR SENI
0.6 km
KTM - BANK NEGARA
0.8 km
LRT - BANDARAYA
0.9 km
KTM - KUALA LUMPUR
0.9 km
LRT - PLAZA RAKYAT
1.0 km
MRT - MERDEKA
1.1 km
MRL - MAHARAJALELA
1.2 km
LRT - DANG WANGI
1.3 km
MRL - MEDAN TUANKU
1.4 km
MRT - MUZIUM NEGARA
1.4 km
LRT - SULTAN ISMAIL
1.5 km
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