全职 Wealth Planner Jobs, in New Heart Network Kuching - Ricebowl

 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’ 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