Servicing Office Agent - Klang Branch

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 Diploma 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.

This role will be based in Klang Branch