wealth planner

1 day ago

Kuching, Sarawak, Malaysia NEW HEART NETWORK SDN. BHD. (HNJ) Full time

REQUIREMENTS:

Can communicate in English and Malay (Knowing Mandarin would be an advantage)

Minimum at least 5 credits in SPM

Able to work in a team & an outgoing person

Required to have own transportation & driving license

TASKS:

  • Attend meetings, seminars, and programs to learn about new products and services
  • Calculate premiums and establish payment methods
  • Report the progress of initiatives to stakeholders
  • Maintain bookkeeping systems, databases, and records
  • Monitor insurance claims
  • Meet customers' expectations to ensure satisfaction with insurance coverage
  • Continuously educate yourself on the industry and learn about new products and services
  • 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

Location: Kuching

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