Location
puchong
Job Type
Full-time
Posted
June 02, 2026
Job Description
Overview
We are representing our client who is a life, medical and corporate agency.
Responsibilities
- 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.
Qualifications
- Diploma/Degree in Business Administration, Finance, Insurance or related ...