Senior Associate / Assistant Manager, Policy Administration

Location: Kuala Lumpur
Job ID: LAMC5

Specialization: FINANCE CORPORATE FINANCE OR INVESTMENT OR MERCHANT BANKING

Job description:

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. 

 


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