Job Description

You major duties are below areas:- 1)assit and promptly response in quotation and proposal for prospect. 2) promptly response in follow-up NB and email or submit and Edoc to HQ and captused the case. 3) collect monthly premium renewal routine and Well good manner response with client in phone response. 4) admin work and claim follow-up by email communication until successful claim paid out. 5)Help team to recruitment and help new agent and teamwork. 6) Arrange doctor appointment for M. Check up and follow up doctor report ready and edoc to HQ. 7) summarise financial report for client. 8)willingness to travel and initiative to helping team and result driven. 9) able to do presentation slide Benefit: EPF SOCSO Annual Leave
World Trade Regal Sdn Bhd is a company which specialised in financial planning and mortgage planning. The financial planning most specialised in finance banking, investment, life insurance and general insurance. While for the mortgage planning, the company involved in estate planning for businesses.
SPM / O Level / SKM Level 1 / SKM Level 2 / SKM Level 3 or Equivalent