Policy & Sales Operation Support

Malaysia, Malaysia

Job Description


MalaysiaJob details Posted 20 May 2024 SalaryNegotiable LocationKuala Lumpur Job type Discipline Reference272864_1716187403ConsultantConsultant, Banking and Financial ServicesPolicy & Sales Operation SupportJob descriptionResponsibilities:

  • Ensure timely preparation and delivery of premium notices and policy annual review packages to clients
  • Update system with post-annual review meeting statuses
  • Maintain quarterly and annual cash values in the system
  • Create client-specific presentations and policy comparisons for meetings
  • Facilitate communication between various parties such as clients, bankers, and insurers for efficient data/document transfer
Requirements:
  • Hold a degree in any field
  • Fresh graduates encouraged to apply
  • Proficiency in English, Chinese (Read and Write), and Cantonese
  • Ability to multitask and thrive under tight deadlines
  • Strong interpersonal skills
  • Highly organized and proactive in following up on cases and daily tasks
  • Customer service experience and proficiency in Microsoft Office tools preferred
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Job Detail

  • Job Id
    JD1033477
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Malaysia, Malaysia
  • Education
    Not mentioned