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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Conduct financial consultations to assess client needs. Identify and pursue new business opportunities.
Exceed sales targets through effective prospecting.
To advise customers on financial products such as Investment Plans, Education Plans, Income replacement plans, Business insurance, Medical hospitalization plan, Hibah Takaful, and Heritage management.
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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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