Admin cum PA

Responsibilities:

• Provide administrative and secretarial support to the Agency Manager.

• Manage the manager’s daily schedule, appointments, meetings, and travel arrangements.

• Prepare reports, correspondence, presentations, and other administrative documents.

• Handle backend agency administrative work and maintain proper filing of confidential documents.

• Coordinate and process insurance claims and related documentation.

• Attend to customer enquiries regarding their purchased insurance plans and provide after-sales administrative support.

• Liaise with clients, insurers, and internal stakeholders to ensure smooth daily operations.

• Follow up on outstanding documents and policy servicing matters.

• Perform data entry, maintain accurate records, and update client information in the system.

• Carry out other administrative and ad-hoc duties assigned by the Agency Manager.

Requirements:

• Minimum Diploma in Business Administration, Management, or a related field.

• Basic knowledge of computer applications, including Microsoft Word, Excel, and online systems.

• Comfortable handling phone calls and communicating professionally with customers regarding claims and policy matters.

• Good organizational, communication, and multitasking skills.

• Able to work independently while maintaining attention to detail.

• Prior experience in insurance, financial services, administration, or a Personal Assistant role is an added advantage.

• Prefer candidates who enjoy office-based work with minimal travel.

• English is a must, Mandarin is preferred , Malay is optional