Wealth Planner

3 days ago

Kuching, Sarawak, Malaysia NEW HEART NETWORK AGENCY Full time 30,000 - 60,000 per year

Job Scopes:

  • Attend meetings, seminars, and programs to learn about new products & services.
  • Calculate premiums & establish payment methods.
  • Report the progress of initiatives to stakeholders.
  • Maintain bookkeeping systems, databases, & records.
  • Monitor insurance claims.
  • Meet customers' expectation to ensure satisfaction of insurance coverage.
  • Fulfill all policy requirements.
  • Help clients settle any claims on their insurance.
  • Customize insurance programs to suit individual customer needs.
  • Ensure that policy requirements are fulfilled, including completion of the appropriate forms.
  • Inspect property in order to examine its overall condition and decide its insurance risk.
  • Make sure all paperwork is filled out and filed to put insurance policies in place.
  • Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company

Requirements:

  • Minimum at least 5 credits in SPM
  • Fresh Graduate encourage to join us
  • Able to communicate in Malay & English (Knowing mandarin would be an advantage)
  • Able to work in a team, willing to learn & an outgoing person
  • Required to have own transportation & driving license

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