Individual Responsibilities:
Marketing Support Task:
- Responsible in supporting the sales team in meeting branch motor and non-motor GWP to contribute to overall set target
- Assist the branch marketing team on administrative duties, including resolving queries, mails, documentation, submission to HO and quote preparation
- Handling agent queries over emails, phones and walk-ins, and troubleshooting as needed
- Process policy for Liberty agents, where applicable
- Handle prospect new agent walk-ins and handover to HOS / BM
- Provide support on onboarding of new agents or partners by providing necessary documentation, training materials, arranging for CPD trainings
- Assist to reduce motor and non-motor outstanding debts/short payments by tracking and managing agents bad debts
- Responsible for pre-QA, ensure all documents are in place prior to policy issuance
- Handle claims accurately and efficiently collecting relevant information from agents, submission to claims department, tracking of claim status
Assist in
- Releasing print pending cover note for motor and non-motor
- Preparing non-motor quotations, including referring risks to UW
- Batching and receipting of non-motor cases
- Fill in non-motor referral risk assessment form
- Preparing and printing statement of account for agents
- Printing and sorting of policies incl. forwarding AM Brand miscellaneous class to CDARS
- Track, compile, follow up on Agents WHT tax invoice
- Generating motor and non-motor renewal notice
- Compile documents from agents for submission to HQ for payment reimbursements
- Monitor and check monthly reports
- To oversee e-filling Scan & File
- Support ISM administration
Marketing Support Task:
- Responsible in supporting the sales team in meeting branch motor and non-motor GWP to contribute to overall set target
- Assist the branch marketing team on administrative duties, including resolving queries, mails, documentation, submission to HO and quote preparation
- Handling agent queries over emails, phones and walk-ins, and troubleshooting as needed
- Process policy for Liberty agents, where applicable
- Handle prospect new agent walk-ins and handover to HOS / BM
- Provide support on onboarding of new agents or partners by providing necessary documentation, training materials, arranging for CPD trainings
- Assist to reduce motor and non-motor outstanding debts/short payments by tracking and managing agents bad debts
- Responsible for pre-QA, ensure all documents are in place prior to policy issuance
- Handle claims accurately and efficiently collecting relevant information from agents, submission to claims department, tracking of claim status
Assist in
- Releasing print pending cover note for motor and non-motor
- Preparing non-motor quotations, including referring risks to UW
- Batching and receipting of non-motor cases
- Fill in non-motor referral risk assessment form
- Preparing and printing statement of account for agents
- Printing and sorting of policies incl. forwarding AM Brand miscellaneous class to CDARS
- Track, compile, follow up on Agents WHT tax invoice
- Generating motor and non-motor renewal notice
- Compile documents from agents for submission to HQ for payment reimbursements
- Monitor and check monthly reports
- To oversee e-filling Scan & File
- Support ISM administration
- Support NM RM in their administrative responsibilities, including
- Maintaining database of NM agents and leads (new business) for the Region
- Updating progress tracking reports for NM Region
Branch Admin Task:
- Assist in mailing and attending to phone calls from customers on enquiries and issues resolution
- Administrate and monitor staff attendance, welfare, discipline, office administration maintenance, upkeep and security system
- Building maintenance and facilities management
- Branch procurement, stockkeeping and vendor handling
- Admin reporting incl. housekeeping, groceries, server room, OSHA, licensing, fire extinguishers licensing, utility maintenance,
- Prepare HR related reports e.g., team performance report, staff turnover reports, training completion reports etc.
- Prepare regional report compilation and monthly reports to Head Office as required
Operational Support:
- Ensure effective and efficient administration of day-to-day business operations in line with SOP across all support function
Compliance
- Ensure consistency with enterprise risk management guidelines
- Ensure compliance with regulations and laws
- Ensure good corporate governance is practiced and are being exercised by the branch
- Compliance of Customer Personal Data Protection Act
Education/Academic Qualifications:
- Minimum Diploma in any related field.
- Fresh Graduate is encouraged to apply
Functional knowledge/Technical skill:
- Basic understanding of insurance products and policies
- Administrative and organizational skills
- Capability to multitask
This position will be based in Selangor Branch, Jalan Sultan Ismail
