Administrative Support
Office Management
Scheduling
Data Entry
Communication
Record Keeping
Filing
Time Management
Customer Service
Microsoft Office Suite
Administrative Support
Office Management
Scheduling
Data Entry
Communication
Record Keeping
Filing
Time Management
Customer Service
Microsoft Office Suite
Support Relationship Managers and Branch Leaders to improve customer satisfaction.
Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
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Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.
Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.
...
Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.
Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.
...
Support Relationship Managers and Branch Leaders to improve customer satisfaction.
Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
...
Handle and ensure all the branch processes and backroom processes covering premium collections, claim, policy servicing, surrender and new business processes are up to service standards;
Ensure all transactions are compliance with Standard Operation Procedure and Guides;
Ensures collection of documents, transmittal to HO, and follow ups with intermediaries, customers and business partners to fulfill outstanding requirements in order to increase business captured, completion of policy services or claims settlement.
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Solid organizational, observational, and report-writing skills, including accurate documentation, photo taking, and timely submission of reports.
Comfort working on-site and traveling within Ipoh and surrounding areas; possession of a valid driving license and access to reliable transport is preferred.
Ability to work independently with integrity, sound judgment, and attention to detail in an investigative environment.
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