Kalaiarasi mariappan
Klang,Malaysia
Summary
Results-driven professional with experience in corporate client servicing, account management, sales and business development. Experienced in managing client relationships, identifying business opportunities, developing sales pipelines and coordinating with cross-functional teams to deliver client solutions. Also experienced in leading and coaching insurance sales teams and managing the end-to-end sales cycle.
Overview
8
8
years of professional experience
3
3
Languages
Work history
Service Support Coordinator
Extreme Reach (XR Global)
Kuala Lumpur
2024.09 - 2026.09
- Manage corporate client accounts across the US and Canadian markets, handling day-to-day requirements and maintaining strong working relationships with clients.
- Work closely with Sales, Finance and Operations teams to understand client needs, resolve issues and ensure smooth delivery of account requirements.
- Build a good understanding of each client's requirements and identify areas where additional support or solutions may be needed.
- Support Account Managers with client follow-ups, account activities, ongoing requests and opportunities within existing accounts.
- Maintain accurate client, pricing and rate-card information to support account management, billing and commercial activities.
- Support the onboarding of new clients, including account setup and coordination with internal teams based on agreed MSAs.
- Track Purchase Orders, pending requests and account-related actions, following up with relevant stakeholders to ensure timely completion.
- Monitor account issues and recurring client requirements, working with internal teams to identify practical solutions and improve service delivery.
- Maintain regular communication with clients and internal stakeholders, building trust and long-term business relationships through responsive support and consistent follow-up.
- Prepare account updates and reports to highlight outstanding items, client requirements and areas requiring management attention.
- Work across multiple departments to improve turnaround time, service quality and overall client experience.
- Handle a high volume of client requests while prioritising urgent and business-critical matters and ensuring appropriate escalation when required.
Unit Manager – Insurance
TMK Kumar Agency – Representing Great Eastern Life Assurance
Kuala Lumpur
2020.06 - Current
- Managed the end-to-end sales process, from prospecting and lead generation to needs analysis, presentation, follow-up, closing and ongoing client servicing.
- Built and maintained a sales pipeline through referrals, networking, existing clients and new prospecting activities.
- Developed relationships with new prospects to understand their financial protection needs and identify suitable insurance opportunities.
- Conducted client needs analysis and solution presentations, explaining insurance products and benefits based on individual requirements.
- Prepared and presented insurance proposals, handled client questions and concerns, and followed up consistently to progress opportunities.
- Managed multiple prospects and opportunities at different stages of the sales cycle, prioritising follow-ups and maintaining regular engagement.
- Built long-term relationships with clients by providing ongoing policy servicing and acting as a trusted point of contact for their insurance needs.
- Identified cross-selling and account development opportunities by reviewing clients' existing protection and changing financial needs.
- Generated new business through referrals and relationship-based networking, while maintaining relationships with existing clients for repeat and referral opportunities.
- Led and coached a team of insurance agents on prospecting, lead generation, pipeline management, client engagement, presentation and closing techniques.
- Monitored team sales activities and pipeline progress, identified gaps and provided coaching and action plans to improve business development activities.
- Grew existing client relationships by understanding changes in their needs and identifying additional insurance and protection opportunities.
- Maintained strong relationships with clients and professional networks to develop a sustainable source of new business opportunities.
Accounts Executive
Dyna Segmen Sdn Bhd
Kuala Lumpur
2022.03 - 2023.09
- Managed AP, AR and GL activities, ensuring transactions and account records were accurate and completed within deadlines.
- Prepared monthly financial and management reports to support management review and business decision-making.
- Analysed financial data and account balances to identify discrepancies, trends and areas requiring attention.
- Performed regular account and bank reconciliations, investigated variances and followed up on outstanding issues.
- Processed a high volume of invoices and payments while ensuring accuracy and compliance with internal procedures.
- Monitored company cash flow and provided financial information to support planning and operational decisions.
- Supported budgeting and forecasting activities by preparing and consolidating relevant financial information.
- Worked with internal teams and external auditors to clarify information, resolve discrepancies and ensure timely completion of requirements.
- Maintained accurate financial records and supporting documentation for reporting and audit purposes.
- Improved financial tracking and documentation processes to make information easier to monitor and review.
Audit Associate
Crowe Malaysia PLT
Kuala Lumpur
2020.03 - 2022.02
- Managed audit assignments for a portfolio of clients, coordinating with client representatives to obtain information and complete requirements within deadlines.
- Reviewed and analysed financial statements, account balances and supporting documents to identify discrepancies and unusual items.
- Performed risk assessments and internal control testing to identify financial and operational risks.
- Conducted substantive testing on key accounts and evaluated supporting evidence to ensure accuracy and completeness of financial information.
- Communicated with clients regularly to clarify issues, follow up on outstanding information and keep audit assignments progressing smoothly.
- Prepared detailed audit working papers and reports for review by managers and senior team members.
- Identified weaknesses in internal processes and controls and discussed improvement recommendations with clients and the audit team.
- Managed multiple client assignments and deadlines while maintaining accuracy and quality of work.
- Worked closely with managers, senior team members and client stakeholders to resolve issues and complete engagements efficiently.
Accounting Clerk – Part Time
Swift Secretarial Services Limited
Klang
2019.02 - 2019.05
- Maintained accounting records and supporting documentation.
- Prepared weekly and monthly sales reports and performed daily expense and bank reconciliations.
- Supported day-to-day accounting and administrative operations.
Education
Bachelor of Accounting (Hons) - Accounting
Universiti Tenaga Nasional (UNITEN)
Skills
- Account Management & Business Development
- Client Relationship Management
- Sales & Pipeline Management
- Opportunity Development
- Stakeholder Management
- Data Analysis & Reporting
- Microsoft Excel, Words, PowerPoint
- SAP & NetSuite
- AutoCount, MYOB & UBS
- Team Leadership
LANGUAGES
English – Advanced
Malay – Advanced
Tamil – Advanced
Timeline
Service Support Coordinator
Extreme Reach (XR Global)
2024.09 - 2026.09
Accounts Executive
Dyna Segmen Sdn Bhd
2022.03 - 2023.09
Unit Manager – Insurance
TMK Kumar Agency – Representing Great Eastern Life Assurance
2020.06 - Current
Audit Associate
Crowe Malaysia PLT
2020.03 - 2022.02
Accounting Clerk – Part Time
Swift Secretarial Services Limited
2019.02 - 2019.05
Bachelor of Accounting (Hons) - Accounting
Universiti Tenaga Nasional (UNITEN)