全职 WEALTH PLANNER 工作, 薪水 up to MYR 5,000, New Heart Network (NHN) Agency Sarawak 公司招聘中 - 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 (help clients settle any claims on their insurance).

· 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.

· 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 order.

· Support customers in accurately completing insurance applications, serving as a liaison between clients and insurance providers to ensure a smooth and efficient process.

Job Types: Full-time, Commission

Pay: RM2,000.00 - RM5,000.00 per month

Benefits:

• Flexible schedule
• Health insurance
• Professional development

License/Certification:

• driving license (Required)

Work Location: In person