Insurance Agency Assistant
1 day ago
**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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