Executive - Servicing Office Agent

Job Description

Customer Service and Sales

Managing direct walk-in customers, providing information about insurance products and services

Handling enquiries including NCD, MMIP, complaints and claims from customers

Manage issuance and reporting for MyEG transactions, including processing of road tax renewals (if applicable)

Responsible to manage and meet the counter's sales target

Boost up sales of personal line product in achieving the set target

Responsible in monitoring counter's customers retention

Operational support

Handling business transactions, collection of premium payments, and issuance of receipts at branch level

Process cancellations, endorsements, refunds, and non-motor policy e-cover notes

Prepare daily sales report, ensuring end-of-day balancing of and banking in money in accordance with company procedures

Conduct daily recording of cash, cheques and receipts

Ensure smooth operations of QMS Machine and generate service level reports (if applicable)

Handling the allocation, return of expired books, and safekeeping of non-motor manual cover notes

Liaise with bank on matters related to EDC machine

Documentation including request facilities, printing of renewal notice, reports & policies, mailing, courier, cheques facilitation, filing and storage handling

Handling claims documentation including request slip, reporting, notification, and managing claims drop box.

Coordinate inspection for windscreen, Kurnia Express claims, lapsed renewal, and post-repair survey

Education/Academic Qualifications:

Minimum SPM in any related field.

Functional knowledge/Technical skill:

Customer service and good language/communication skills.

Sales and Marketing Skills (if applicable)

Insurance Knowledge

Operations and Administrative Duties.