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Marketing Specialist


Job Summary

Provide support to the sales and distribution teams in relation to activities for which the Partnership Team is responsible. Ensure efficiency in day-to-day operation in meeting customer/partner/agent’s needs and requirement, meet compliance and governance requirements, drive key projects within the stipulated timeframe.

Job Accountabilities - Key Accountabilities

• Actively manage and execute the day-to-day operation work in the partnership teams including enquiries from customers/agents, policy processing and endorsement requests, quotation, referral cases, data management, payment, reconciliation of daily transaction.
• Provide training to customer and Strategic Business Unit personnel on products and services and ensuring agent/partner fulfill the regulatory CPD requirements.
• Analyze needs, develop and recommend alternatives for improvements to processes, customer service or products.
• Resolve technical issues within function or unit.
• Coordinate internal resources and agents/partner for the execution of multiple projects including project management, business requirements, test script, execution of UAT, post launch review.
• Support in onboarding of new partners/agents.
• Develop and maintain relationships with agents/partners, addressing issue or questions raised by agents/partners.
• Support new business initiatives, including cross-selling and upselling initiatives.
• Investigate and drive research/analysis around potential business development opportunities.
• Perform any ad-hoc monthly reporting and partnership/project updates.

Performance Management Accountabilities
• Meet the turnaround time in responding to incoming enquiries from business partners/customers.
• Successful onboarding of partners.
• Take action to improve performance on the job and process improvement.
• Effective execution of assigned tasks.
• Successful launch and effective coordination of project within stipulated timeframe.

Job Qualifications

• High School Diploma or Equivalent and 1 or more years of experience in the Sales area

• Zurich Certified Insurance Apprentice including an Associate Degree and No prior experience required in the Sales area

• Knowledge of principles of sales, sales techniques, and sales terminology
• Knowledge of requirements within insurance industry regulatory environment
• Knowledge of Microsoft Office
• The ability to be licensed to sell insurance in the states where required

• 2 or more years of sales experience
• Licensed to sell insurance in the states where required
• Experience analyzing financial statements


You are the heart & soul of Zurich! 

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives.

We highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step. 

Let’s continue to grow together!


  • Location(s):  MY - Kuala Lumpur 
  • Remote working:
  • Schedule: Full Time
  • Recruiter name: Tarenjit Kaur
  • Closing date:

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