Performs other responsibilities and duties periodically assigned by immediate manager in order to meet business requirements.
Prepares regular reporting to management on metrics relating to business, operations, risk, compliance, workforce, etc. or statutory authorities on regulatory metrics.
Develop procedures for reporting, extract, collate and populate data to reporting template.
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Quote Generation: Provide clients with insurance quotes, explain policy terms and conditions, and answer any questions or concerns they may have.
Underwriting Assistance: Assist clients in completing insurance applications and provide any necessary information to underwriters for policy approval.
Policy Maintenance: Maintain client records, process policy changes, and handle policy renewals to ensure continuous coverage.
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Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;
Setting financial objectives, and developing and implementing strategies for achieving them;
Arranging to buy and sell unit trust funds for clients;
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All applicants joining the insurance industry have to be duly certified as follows:
1. At the basic level, the certifications are: Certificate in General Insurance (CGI) comprising of Basic Insurance Concepts and Principles (BCP) / Personal General Insurance (PGI) / Commercial General Insurance (ComGI). Additionally, we have a preference for applicants with Health Insurance (HI).
2. At a higher level, the certifications are: Rules and Regulations for Financial Advisory Services (M5) and Life Insurance and Investment-Linked Policies (M9).
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To handle counter, email and telephone enquiries for all classes of general insurance.
To provide insurance quotations and process motor insurance applications, renewals, extension, cancellation and issuance of insurance documents for all general insurance products including requirements under GIAS.
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