- Persiaran Jalil 1 Petaling WP Kuala Lumpur Malaysia 57000

Petaling, WP Kuala Lumpur
Working Location
Job Description
Requirements
Fresh graduates are welcomed to apply
Language required: Mandarin, English and Bahasa Malaysia
Ability to communicate in English and Chinese
Eetail-oriented
Strong organizational skills
Responsibilities
Perform insurance related day-to-day task such as creating quotations, case submission, print out monthly statements
Perform with checking, scanning, opening files after received clients’ documents from Advisor.
Verify and list out the outstanding documents to respective advisor.
Provide consent forms to the Advisor after the file has been reviewed by management.
Respond to inquiries from Advisors, HQ Admin team, and Bankers.
Record all Q&A communications with Advisors for future reference.
Generate CTOS Lite or CCRIS reports for prospective clients upon request.
Issue and prepare Agreement Letters for clients to open a new case.
Generate Cold Call listing
Prepare weekly Pipeline reports for the Advisors team.
Assist with daily administrative tasks
Any ad-hoc assignments when needed
Benefits
Skills
SRI PETALING
0.2 km
BUKIT JALIL
0.6 km
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