Customer Service – Staff handles and executes the customer service support initiatives to deliver a highly professional standard of service to customers.
To prepare Documents to HQ (based on trailer arrivals and periodical basis via courier service for East Malaysia & Brunei and selective West Malaysia Branches using the DDR format)
Process and monitor policy movement requests, including changes of servicing agent, transfers of servicing rights or benefits, and other related requests.
Prepare monthly billing summary reports and client reports, ensuring accuracy and completeness of supporting documents. This includes photocopying, scanning, filing, and maintaining proper documentation.