Executive - Servicing Office Agent, Klang

Job Purpose:

The Serving Office Agent will be responsible to manage and support a large set of agents at the branch. This role is based at the branch and involves managing the agent queries, providing support on policy issuance and claims management.

Individual Responsibilities:

Financial Performance

• Meet the sales target in line with the branch objectives and goals
• Oversee collection of outstanding payments and manage financial performance

Agent Management

• Provide excellent service to agents including prompt response to queries, effective claims tracking, accurate quotation generation
• Conduct CPD training for agent at branch level
• Verify monthly CBC breaches report sent by HQ – for PIAM quarterly reporting
• Obtain information for the unsubmitted or unconverted cover notes from agents
• Identify potential preferred targets and consult ADM / HOS to service such agents
• Manage agent's statement of accounts

Agent recruiting and growth

• Recruit, onboard and develop preferred agents, and ensure activation
• Focus on driving profitable motor segments through agents
• Maintain relationship and continue building trust with preferred segment of agents, thus growing their share of wallet
• Drive Agents growth by identifying their needs, organizing customized trainings, and through targeted interventions

Business Operations

• Ensure effective and efficient administration of day-to-day business operations in line with SOP across all support functions
• Ensure that the branch SLAs and TATs are met
• Respond to various requests from customers, agents and HQ

Compliance

• Ensure consistency with risk management guidelines
• Ensure compliance with regulations and laws
• Ensure good corporate governance is practiced and are being exercised

Job Requirement:

• Minimum Degree in any related field.
• Basic understanding of insurance products and policies
• Capability to multitask