Administrative Assistant – Insurance - ref. x72501003

apartmentMEL Wealth Planners Sdn Bhd placeKuala Lumpur scheduleFull-time calendar_month 
High school diploma or equivalent; associate or bachelor’s degree is a plus.
  • Prior administrative experience (1–3 years), preferably in the insurance or financial services industry.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook).
  • Familiarity with insurance systems or CRM software is a plus.
  • Excellent organizational and multitasking skills.
  • Strong verbal and written communication skills.
  • Attention to detail and a customer-service mindset.
  • Provide general administrative and clerical support to insurance agents and managers.
  • Prepare, organize, and maintain policy documents, client records, and internal files.
  • Handle data entry for client information, policy applications, renewals, and claims processing.
  • Schedule meetings, appointments, and follow-up calls for agents.
  • Respond to client inquiries via phone, email, or in person, and route them to the appropriate personnel.
  • Ensure compliance with company and regulatory policies in all documentation.
  • Assist in preparing reports, presentations, and correspondence as needed.
  • Coordinate office supplies, mail handling, and office maintenance needs.
  • Help process insurance forms and applications accurately and in a timely manner.
  • Support with billing, invoicing, and payment follow-ups as required.
  • EPF
  • SOCSO
  • ANNUAL LEAVE
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