Broking Assistant

4 weeks ago


Kuala Lumpur, Malaysia AS White Global Pty Ltd Full time

**The Opportunity**:
Our partner is a service provider that focuses on offering exceptional customer service and specialized general insurance advice. Their goal is to save time for clients and provide peace of mind by delivering high-quality products and services efficiently and professionally.

Their expertise spans various sectors, and they highlight specific areas such as Education Institutions, Resource Industry Contractors, Transport, Storage, and Freight Forwarding Contractors, Not-for-Profit Associations, Primary Producers, and Tailored Industry Schemes. Overall, the client appears to prioritize personalized and independent insurance solutions for a wide range of clients across different industries. They are currently looking for a Broking Assistant to join their growing team in Malaysia

**Key Responsibilities**:

- Organize pre-renewal documentation in the agreed format for timely distribution by brokers, ensuring completion 6 - 8 weeks before renewal.
- Compile proposal forms, renewal declarations, and a summary of current insurances.
- Handle quotes and renewals for domestic policies (Home, Landlords, Strata, Motor Vehicle, Boat, Caravan).
- Manage SME policies on platforms like Sunrise and SCTP.
- Perform data entry and process invoices using Winbeat.
- Manage renewals and handle various endorsements/amendments to policies.
- Prepare comprehensive renewal reports for commercial clients.
- Conduct monthly audits of client folders, adhering to a provided checklist.
- Ensure that each client folder contains all necessary documentation.

**Skill, Experience, and Qualifications**:

- Bachelor’s Degree in Business Administration/Commerce/Accounting/Finance or equivalent
- Experience working with offshore/outsourcing firms will be advantageous
- Excellent English communication skills (both verbal and written)
- Must have strong administration skills, experience a plus, preferably in the financial or insurance sector
- Fast learner and a team player
- Analytical, organized, detail-oriented, and problem-solving skills required
- Flexible and able to adapt to change
- Able to execute sets of agreed processes to ensure efficient, timely, and accurate information delivery

**ASW Offers**
- A diverse, inclusive, and supportive company culture.
- Competitive remuneration.
- Opportunity to collaborate and work with global clients and stakeholders.
- Medical benefits.
- Great Paid Leave entitlements.
- Team outings, travel opportunities, company parties/events, and other exciting activities.
- Exposure to an international environment, working with people across Malaysia, Vietnam, the Philippines, and Australia.
- Industry and role-related training.
- Ongoing career opportunities.

LI-DC1


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