Job Description

Job Summary

A one stop service solution by providing efficient service, understanding of customer needs and expectations as well as seamless operations for all walk-in customers for General and Life Insurance under One Allianz Customer Service. Assist branch manager/operations manager for overall branch operations and administration. Responsible for decentralization of services by actively promoting services to agencies and policyholders.

Key Responsibilities

• Deliver prompt, quality, and professional service for walk in customer for both General and Life insurance needs and requirement such as insurance purchase/renewal, endorsement, enquiries, complaints and claims handling including via telephone or emails.
• Maintain broad knowledge of AGIC and ALIM products and services
• To ensure issuance of Motor and Non-Motor Insurance according to company guidelines
• To ensure payments are collected on Cash Before Cover (CBC) for walk in customer and official receipt is issued upon payment received.
• Handling and control daily collection, balancing and reconciliation for life insurance:

• Daily banking
• Prepare and submit Ad-hoc report within turnaround time (TAT)
• Safekeeping of collection, cash float and security documents
• Receipt issuance
• Returned cheque handling
• Decentralization of policy servicing (BPM, financial & non-financial policy changes and reinstatement) and decentralization of claim BPM.
• To ensure the ad-hoc report and petty cash report are submitted to Account Department on time
• To ensure compliance of FSA 2013, branch SOPs, guidelines & policies issued by relevant bodies.
• To safeguard assets and promote efficient utilization of resources.
• To ensure required licenses are renewed and displayed at designated place.
• Overall Responsible for security of the branch and collection.
• To ensure Money Insurance is reviewed
• To ensure that services standard is achieved
• Collaborate and exchange best practices among team members from time to time
• Undertake other duties and assignments assigned by Superior/Branch Manager and when required

• Candidate with Diploma or Bachelor\'s Degree in Business Studies/ Administration/Management, Marketing, Finance/Banking, Hospitality or equivalent with 1 year working experience in customer service background
• Possess good interpersonal and communication skills
• Able to work under pressure and adapt well to fast paced environment.
• Able to travel within Northern Region for branch back up support
• Language - English, Mandarin (preferred)

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