Client Advisor
7 months ago
Job Scope:
1. Maintaining relationships with clients to understand their insurance needs.
2. Providing expert advice on various insurance policies, including life, health, property, and casualty insurance.
3. Promoting and selling insurance policies to new and existing clients.
4. Assisting clients with the claims process and ensuring timely resolution of claims.
5. Evaluating clients' risk profiles to recommend appropriate insurance coverage.
6. Maintaining accurate records of client interactions, policy details, and transactions.
7. Ensuring adherence to regulatory and company guidelines in all client interactions and transactions.
**Requirements**:
1. A bachelor's degree in finance, business, or a related field is often preferred.
2. Strong communication, interpersonal, and analytical skills. Proficiency in using CRM software and other relevant tools.
5. Training Provided
**Job Types**: Full-time, Permanent, Fresh graduate
Pay: Up to RM10,000.00 per month
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