Administrative Associate – SB JOONL AGENCY

The Administrative Associate is responsible for assisting with client scheduling and administrative tasks within the agency. This role plays a crucial part in ensuring effective communication and relationship building with clients regarding their insurance needs.

In this role, you will engage in daily administrative tasks and support the agency's operations. You will communicate with clients, manage documentation, and utilize various tools to enhance workflow.

Key Responsibilities:

• Assist in daily administrative and clerical tasks.
• Schedule appointments and coordinate meetings with clients.
• Communicate and follow up with clients on policy renewals, policy servicing, claims submission, and general and life insurance matters.
• Prepare basic presentation materials using PowerPoint, Canva, and documents.
• Manage records, forms, and client documentation accurately.
• Use tools such as Google Docs, WhatsApp, and basic office software.
• Support the agency team to ensure smooth daily operations.
• Maintain professional and friendly communication with clients.
• Communicate in English or Malay for customer engagement and relationship building.