![Pacific Prime Insurance Brokers Sdn Bhd](https://media.trabajo.org/img/noimg.jpg)
Client Executive
2 weeks ago
Responsibilities
1. Servicing
- Handle client's insurance requirements and enquiries in an efficient and competent manner.
2. Operation and Technical
- Review clients' files regularly with Unit Manager, analyze and identify scope of cover required and check on adequacy of existing cover.
- Comply with Best Practices Framework
- Prepare renewal documents/proposal, assess if new products and services can be offered and effect crossselling.
- Followup on renewal and confirm placement.
- Followup with insurers on policy documents and check policy documents for correctness. Notify insurer of discrepancies and followup with insurer on amendments.
- Ensure that filing of clients' document is uptodate and in compliance with the Company's filing guidelines.
- Data entry into the office system
3. Credit Control
- Send monthly statement of accounts to clients.
- Impress upon clients the premium warranty due date and cashbeforecover regulation.
- Monitor and followup on premium collection.
4. Claims Handling
- Registration and updating of status of claims into the office system
- Monitor progress of all claims in charged
- Ensure compliance with Claims Process Flow Chart
5. Other Functions
- Ensure full compliance with the Company's policies, procedures, rules and regulations as well as insurance regulatory requirements at all times.
- Ensure that Unit Manager is kept fully informed of all pertinent issues or problems.
- Cooperate and work together with Finance Unit to resolve reconciliation issues with clients and trade creditors.
- Continuous enhancement and upgrading of technical and soft skills by attending courses as directed by the Company, selfresearch and onthejob learning.
- Undertake any other duties as delegated/directed by the Unit Manager from time to time.
Requirements:
- A Bachelor's Degree in any discipline.
BCCITB certification will be an added advantage:
- Passion for insurance industry and servicing line
- Minimum 25 years of experience in similar position, preferably with experience handling employee benefits programs
- Excellent command of both spoken and written English. Those with additional language literacy have an added advantage
- Proficient in Microsoft office
- Fast learner, meticulous, and resultsoriented
- Good sense of urgency and responsibility
Job Types:
Full-time, Contract
Contract length: 12 months
Salary:
RM3, RM5,000.00 per month
Schedule:
- Day shift
- Monday to Friday
Application Question(s):
- Do you have the experience handling employee benefits programs?
Experience:
- Insurance: 2 years (preferred)
License/Certification:
- BCCITB certification (preferred)
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