Job Description
- Help and service client’s insurance buy/needs professionally
- Manage data and profile of customers’ insurance details (PDPA)
- Act as insurance advocate/adviser/claims advocates for clients
- Tracking of expiry dates and offering of quotations, renewals
- Liaise and procure with Insurers for quotations, insurance documents
- Manage documentation and system of files
- Drafting of sales budget and ensuring targets are met
- Reporting of sales budget and sales strategies
- Ensuring sales loop with customers are closed by working with relevant departments
- Keeping up with Insurers’ price changes, promotions, campaigns and cascade to customers
- Working with internal stakeholders on operations flow for insurance set up, service flow for post insurance follow ups
- Renewal strategies development and execution
Job Requirements
- Minimum Poly Diploma / University Degrees in any field
- At least 2 years of working experience in the related field is required for this position with a flair for adding value to clients and developing business
- Market knowledge in Motor insurance is an added advantage
- Insurance account handling and claims experience preferred
- Positive attitude towards serving Client’s interest
- Insurance qualifications recognized by MAS
- Must have CGI or equivalent qualifications or work towards passing the CGI or equivalent qualifications as approved by MAS
- Proficient in MS Office applications
- Good analytical, verbal, written communication skills and time management skills
- Responsible and takes ownership
