Associate / Senior Associate, Sales & Policy Operations Support

Location: Kuala Lumpur


Job description:

Associate / Senior Associate, Sales & Policy Operations Support (Based in KL, Malaysia)

Salary Range: RM3,000 – RM4,000 


Product & Market Intelligence

  • Assist Sales Consultants in insurance product illustration comparison.
  • Update product comparison template.
  • Track insurance product promotion campaign.
  • Review & prepare onboarding of new products launched by insurance companies for committee approval.
  • Arrange new product training to sales consultants & sales operations team.

Policy Administration

  • Ensure prompt preparation & delivery of premium notice to clients.
  • Ensure prompt preparation & delivery of policy annual review package to clients.
  • Ensure post annual review meetings/status are updated in the system.
  • Obtain & update quarterly & annual cash values in the system.
  • Work with insurers to ensure effective transfer of required data/documents.
  • Prepare specific client’s presentation and policy comparison for client’s meeting.

Personal Administration

  • Prepare reports for tracking of sales & review activities.
  • Prepare reports for business partners.
  • Ensure integrity of data in the system.
  • Work on streamlining & automating all operational support processes with the support of technology.
  • Create & manage automation tool to increase process efficiency.
  • Perform system setting maintenance & User Acceptance Testing.
  • Work closely with sales operations team in the group to ensure effective delivery of sales operations support.
  • Ensure group service level turnaround is met.


  • Degree holder in any discipline.
  • Good people / relationship skill with Internal & External Stakeholders.
  • Highly organized and proactive in fulfilling daily work efficiently.
  • 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 skill and can work closely with internal stakeholders to improve service turn around & annual review rate.
  • Ability to drive efficiency in operational process to shorten the overall service cycle.
  • Able to build appropriate rapport & use diplomacy and tact.
  • Effectively cope with change.
  • Competent in Microsoft Excel/PowerPoint/Word/Adobe Acrobat.
  • Proficient in English and Chinese in order to liaise with the Mandarin speaking counterparts.
  • Other language ability may be of advantage.
  • Min 1-2 years of working experience in shared service operations or customer service preferably in an insurance industry.

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