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Client Executive

2 months ago

Petaling Jaya, Malaysia Pacific Prime Insurance Brokers Sdn Bhd Full time

**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 cross-selling.
- Follow-up on renewal and confirm placement.
- Follow-up with insurers on policy documents and check policy documents for correctness. Notify insurer of discrepancies and follow-up with insurer on amendments.
- Ensure that filing of clients’ document is up-to-date 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 cash-before-cover regulation.
- Monitor and follow-up 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, self-research and on-the-job learning.
- Undertake any other duties as delegated/directed by the Unit Manager from time to time.

**Requirements**:

- A Bachelor’s Degree in any discipline. Those with **BCCITB certification will be an added advantage**:

- Passion for insurance industry and servicing line
- Minimum 2-5 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 results-oriented
- Good sense of urgency and responsibility

**Job Types**: Full-time, Contract
Contract length: 12 months

**Salary**: RM3,000.00 - 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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