Administration executive (banking/ insurance)

about the company

We are partnering with a growing financial services firm that is expanding its operations team in Kuala Lumpur. They are seeking a dedicated and detail-oriented individual to support their consultants and sales team in managing end-to-end new business and policy operations.

• Provide administrative and operational support for insurance-related applications and client onboarding
• Coordinate medical appointments, assist in documentation preparation, and ensure proper data entry
• Attend client appointments (e.g., medical exams) in support of consultants, when required
• Ensure all client documentation meets internal and insurer compliance requirements
• Submit applications to insurers and ensure accurate pipeline tracking and system updates
• Follow up closely on cases with underwriters and insurers to ensure timely completion
• Collaborate cross-functionally with internal teams (e.g., Sales Operations, Policy Servicing, Product Intelligence)
• Assist in preparing presentation materials and product comparisons for client meetings
• Support post-sales servicing matters and ongoing client engagement tasks

requirements:

• Degree or any equivalent education background in any discipline
• Minimum 1 year of experience in financial instituition (banking/ insurance) industry
• Able to communicate with HongKong stakeholders in Mandarin or Cantonese (native)
• Proficient in Microsoft Excel and PowerPoint
• Highly organized, proactive, and able to manage multiple priorities under tight deadlines
• Comfortable engaging with clients and internal teams at all levels

• experience

• skills

• qualifications

• education

Bachelor Degree

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