Insurance Agency Assistant

1 day ago


Nibong Tebal, Malaysia AIA Berhad (BMDU) Full time

**Key Responsibilities**:
**1) Data Entry and Record Keeping**:

- Accurately enter client information, policy details, and other relevant data into the agency's management system.
- Maintain and update physical and electronic client files, ensuring all documentation is complete and organized.
- Process policy changes, renewals, and cancellations as directed.

**2) Administrative Support**:

- Answer and direct incoming phone calls, providing general information and routing calls to appropriate personnel.
- Schedule appointments and manage calendars for agency leader as needed.
- Prepare and format various documents, reports, and correspondence.
- Order and maintain office supplies, ensuring adequate stock levels.

**3) Client Service Assistance**:

- Assist clients with basic inquiries, directing complex issues to appropriate agents.
- Help prepare policy documents and client packets.
- Ensure a welcoming and organized office environment for walk-in clients.

**4) Support for Agents**:

- Assist agents with preparing presentations, proposals, and other sales-related materials.
- Perform other administrative tasks as assigned to support agency operations.

**Qualifications**:

- Minimum must have SPM/ Diploma certificate (Fresh graduates are welcomed to apply);
- Have good command in English and Mandarin;
- Experience in an administrative or clerical role is a strong advantage.

**Skills**:

- **Organizational Skills**: Exceptional ability to organize tasks, manage time effectively, and prioritize workload.
- **Attention to Detail**: Meticulous and accurate in data entry and record keeping.
- **Communication**: Excellent verbal and written communication skills.
- **Technical Proficiency**: Proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable learning new software and agency management systems.
- **Customer Service**: Professional and courteous demeanor with a service-oriented attitude.
- **Problem-Solving**: Ability to identify and resolve basic administrative issues independently.
- **Teamwork**: Ability to work collaboratively with colleagues and support a positive team environment.

**Working Conditions**:

- This is a full-time position (Monday through Friday, 8.30am-5.30pm)
- Location: Nibong Tebal, Penang

**Benefits**:

- **Personal Accident Insurance provided**:

- **EPF and SOCSO**

**How to Apply**:
**Job Types**: Full-time, Permanent, Fresh graduate

Pay: RM2,000.00 - RM3,000.00 per month

**Benefits**:

- Flexible schedule

**Language**:

- Mandarin (required)

Work Location: In person



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