Insurance Agency Assistant

  • Nibong Tebal, Pulau Pinang
  • Tetap
  • Sepenuh masa
  • 1 bulan lepas
The Insurance Agency Assistant will play a crucial role in the efficient functioning of our office by providing administrative and clerical support to our agents and staff. This position requires strong organizational skills, attention to detail, and a proactive approach to managing various tasks. The ideal candidate will be a reliable team player with a strong work ethic and a commitment to accuracy. Key Responsibilities: 1) Data Entry and Record Keeping: Accurately enter client information, policy details, and other relevant data into the agency&aposs management system. Maintain and update physical and electronic client files, ensuring all documentation is complete and organized. Process policy changes, renewals, and cancellations as directed. 2) Administrative Support: Answer and direct incoming phone calls, providing general information and routing calls to appropriate personnel. Manage incoming and outgoing mail, faxes, and emails. Schedule appointments and manage calendars for agency leader as needed. Prepare and format various documents, reports, and correspondence. Order and maintain office supplies, ensuring adequate stock levels. 3) Client Service Assistance: Assist clients with basic inquiries, directing complex issues to appropriate agents. Help prepare policy documents and client packets. Ensure a welcoming and organized office environment for walk-in clients. 4) Support for Agents: Assist agents with preparing presentations, proposals, and other sales-related materials. Follow up on pending applications or documentation. Perform other administrative tasks as assigned to support agency operations. Qualifications: Minimum must have SPM/Diploma certificate (Fresh graduates are welcomed to apply); Have good command in English and Mandarin; Experience in an administrative or clerical role is a strong advantage. Skills: Organizational Skills: Exceptional ability to organize tasks, manage time effectively, and prioritize workload. Attention to Detail: Meticulous and accurate in data entry and record keeping. Communication: Excellent verbal and written communication skills. Technical Proficiency: Proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable learning new software and agency management systems. Customer Service: Professional and courteous demeanor with a service-oriented attitude. Problem-Solving: Ability to identify and resolve basic administrative issues independently. Teamwork: Ability to work collaboratively with colleagues and support a positive team environment. Working Conditions: This is a full-time position (Monday through Friday, 8.30am-5.30pm) Location: Nibong Tebal, Penang Benefits: Personal Accident Insurance provided EPF and SOCSO How to Apply: Interested candidates are invited to call Mr Poh @+6012-4096119 and submit their resume and their qualifications to [HIDDEN TEXT] by 31 August 2025. Please include "Insurance Agency Assistant Application - [Your Name]" in the subject line. Show more Show less

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