Wealth Planner
Job Description
\xc2\xb7 Attend meetings, seminars, and programs to learn about new products and services \xc2\xb7 Calculate premiums and establish payment methods \xc2\xb7 Report the progress of initiatives to stakeholders \xc2\xb7 Maintain bookkeeping systems, databases, and records \xc2\xb7 Monitor insurance claims \xc2\xb7 Meet customers\xe2\x80\x99 expectation to ensure satisfaction of insurance coverage \xc2\xb7 Continuously educate yourself on the industry and learn about new products and services \xc2\xb7 Fulfill all policy requirements \xc2\xb7 Help clients settle any claims on their insurance \xc2\xb7 Customize insurance programs to suit individual customer needs \xc2\xb7 Ensure that policy requirements are fulfilled, including completion of the appropriate forms \xc2\xb7 Inspect property in order to examine its overall condition and decide its insurance risk \xc2\xb7 Make sure all paperwork is filled out and filed to put insurance policies in place \xc2\xb7 Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company Job Types: New-Grad, Full-time Pay: RM3,000.00 - RM5,000.00 per month Benefits:
- Flexible schedule
- Professional development
- Monday to Friday
- Commission pay
- Performance bonus
- Tips
- Kuching: Reliably commute or planning to relocate before starting work (Preferred)
- Diploma/Advanced Diploma (Preferred)
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Job Detail
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Job IdJD994810
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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