About The Company We are partnering with a growing financial services firm that is expanding its operations team in Kuala Lumpur. They are seeking a dedicated and detail-oriented individual to support their consultants and sales team in managing end-to-end new business and policy operations. About The Job Provide administrative and operational support for insurance-related applications and client onboarding Coordinate medical appointments, assist in documentation preparation, and ensure proper data entry Attend client appointments (e.g., medical exams) in support of consultants, when required Ensure all client documentation meets internal and insurer compliance requirements Submit applications to insurers and ensure accurate pipeline tracking and system updates Follow up closely on cases with underwriters and insurers to ensure timely completion Collaborate cross-functionally with internal teams (e.g., Sales Operations, Policy Servicing, Product Intelligence) Assist in preparing presentation materials and product comparisons for client meetings Support post-sales servicing matters and ongoing client engagement tasks Requirements Degree or any equivalent education background in any discipline Minimum 1 year of experience in financial instituition (banking/ insurance) industry Able to communicate with HongKong stakeholders in Mandarin or Cantonese (native) Proficient in Microsoft Excel and PowerPoint Highly organized, proactive, and able to manage multiple priorities under tight deadlines Comfortable engaging with clients and internal teams at all levels Show more Show less