Personal Assistant

Work set-up: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Diploma or Degree in Business Administration, Finance, Insurance, or related fields., 2 to 5 years of experience in administrative, insurance, or sales support roles., Proficient in Excel, CRM, and insurance portals., Organized, proactive, and detail-oriented with good communication skills..

Key responsibilities:

  • Manage emails, appointments, and meetings, and prepare reports and proposals.
  • Assist in sourcing, onboarding, and training insurance agents, and track their performance.
  • Follow up on policy renewals, claims, and inquiries, liaising with insurance companies.
  • Organize events, webinars, and support digital marketing and sales materials.

Agensi Pekerjaan Talent Recruit Sdn Bhd logo
Agensi Pekerjaan Talent Recruit Sdn Bhd Human Resources, Staffing & Recruiting Startup http://www.talentrecruit.com.my/
11 - 50 Employees
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Job description

Client Background:

We are representing our client who is a life, medical and corporate agency.

Job Description:

  • Manage emails, appointments, and meetings while preparing reports, proposals, and insurance documentation, ensuring the handling of confidential client data and regulatory paperwork.
  • Assist in sourcing and onboarding new insurance agents while coordinating training, licensing, and performance tracking, maintaining databases of potential and existing agents.
  • Follow up on policy renewals, claims, and inquiries while liaising with insurance companies and financial institutions, providing basic life and medical insurance information to prospects.
  • Organize events, roadshows, and webinars for client engagement while supporting digital marketing, recruitment branding, and preparing presentations and sales materials.

Requirements:

  • Diploma/Degree in Business Administration, Finance, Insurance or related fields.
  • 2-5 years in administrative, insurance, or sales support roles. 
  • Organised, proactive, detail-oriented, and tech-savvy (Excel, CRM, Insurance portals)
  • Outgoing, able to interact with agents and clients professionally. 


Interested candidates can apply online or send your resume to ryan@talentrecruit.com.my.

Only shortlisted candidates will be contacted. 

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Report Writing
  • Social Skills
  • Organizational Skills
  • Detail Oriented
  • Proactivity

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