Admin Executive (Bayan Lepas)

Key Responsibilities

• Document Management & Submission: Prepare, verify, and submit insurance proposals, policy servicing forms, endorsements, and claim documents to principal insurance companies via online portals or physical branches.
• Document Collection & Follow-Up: Coordinate with employer, and couriers to collect required supporting documents (e.g., NRIC copies, medical reports, vehicle grants, and signed forms) and follow up on pending requirements.
• Email & Correspondence Handling: Manage the agency’s daily incoming and outgoing emails, respond to routine client and advisor inquiries, and forward urgent matters to the relevant personnel.
• Database & CRM Updating: Maintain accurate client records by regularly updating the agency database, policy renewal trackers, and submission logs.
• Policy Renewal & Servicing Support: Track upcoming policy renewals, send timely reminders employer.
• General Office Administration: Handle day-to-day office tasks including filing, scanning, printing, answering phone calls, and maintaining office supplies.