Senior Associate / Assistant Manager, Policy Administration

Senior Associate / Assistant Manager, Policy Administration (Based in KL)

Salary Range: MYR3000 – MYR4500 depending on experience.

Responsibilities 

• Attend to post sales request, form preparation & submission to different carriers and follow-up/negotiate with insurers/underwriters.
• Work with Consultants and clients on fulfilling post sales requests.
• Update Consultants and clients on post sales request status and ensure post sales meetings are updated in the system.
• Ensure client documentation are complete, aligned and satisfied with CMA and carrier compliance and due diligence.
• Work closely with Team Leader and Sales Ops on day-to-day basis. 
• Ensure prompt preparation and completion of annual reviews.
• Prepare specific client’s power point presentation and policy comparison for client’s meeting. 
• Drive process and team efficiency
• Mentor team members

Requirements

Qualifications

• Degree holder in any discipline

Skills

• Good people / relationship skills with Insurers, Clients, Bankers, and Consultants.
• Ability to multi-task and work under extreme deadlines.
• Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
• Good interpersonal skills and working closely with consultants and colleagues to improve service turnaround & annual review rate. 
• Able to build appropriate rapport and use diplomacy and tact.
• Highly organized and proactive in following up cases and daily work.
• Effectively cope with change.
• Drives efficiency in the team process to shorten the overall service cycle.
• Competent in Microsoft Excel and PowerPoint.
• Proficient in English & Chinese (both written and spoken) in order to liaise with Mandarin speaking counterparts.