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Onsite

Office Admin

LNM Wealth Advisory Sdn Bhd

Office Admin

Skills

CRMCompliance

2 months ago

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Important information


Contract type:

Permanent

Salary:

MYR 21,600 – MYR 26,400 / year

Location:

Mantin, Negeri Sembilan, Malaysia

Work mode:

Onsite

Published on:

21 August 2026

What they need


About the role

This role involves managing general insurance operations, including checking daily and monthly insurance expiry and renewal listings, preparing and following up on quotations and renewals, handling new business applications, policy issuance and documentation. You will process policy endorsements, amendments, cancellations and servicing requests, assist clients with claims and required documents, monitor outstanding claims with insurers, and maintain accurate records. You will also provide secondary support for Life Insurance and Takaful policy servicing, and handle customer service enquiries via multiple channels.

Key responsibilities

  • Check daily/monthly insurance expiry and renewal listings
  • Prepare and follow up General Insurance quotations and renewals
  • Handle new business applications, policy issuance and documentation
  • Process policy endorsements, amendments, cancellations and other servicing requests
  • Assist clients with General Insurance claims, required documents and claim submissions
  • Monitor outstanding claims and follow up with insurers until completion
  • Follow up with clients on quotations, renewals, outstanding documents and payments
  • Maintain accurate client, policy, renewal and claims records
  • Attend to client enquiries via WhatsApp, telephone and email professionally
  • Update client information and records in CRM/internal systems

About you

  • Degree in Business Administration, Finance, Insurance, Management or related field is preferred
  • Experience in General Insurance, insurance administration or financial services is an advantage
  • Good communication and customer service skills
  • Good command of Bahasa Malaysia and English; additional languages are an advantage
  • Computer literate and comfortable using Microsoft Office, Google Workspace, CRM and online platforms
  • Good attention to detail and documentation skills
  • Able to multitask, prioritise and follow up independently
  • Responsible, organised and able to work as part of a team
  • Must maintain strict client confidentiality and PDPA compliance
  • Fresh graduates with a strong willingness to learn may be considered

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