Wealth Planner
Kuching, Malaysia
Job Description
Offer description
$ 5,000.00 (monthly) Other type of contract Full Time
- 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\xe2\x80\x99 expectation to ensure satisfaction of 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
Requirements
- Minimum education level: High school
- Language(s): Mandarin Chinese ,English ,Malay
- Knowledge: Microsoft Excel, Communication and persuasion, Team building, Sales
- Driver\'s license: Motorcycle ,Car ,Agrarian vehicles
- Availability to travel: Yes
- Availability of change of residence: Yes
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Job Detail
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Job IdJD892594
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationKuching, Malaysia
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EducationNot mentioned