Wealth Planner
Kuching, Sarawak
Posted 3 days ago
- Company:
- New Heart Network Agency
- Company Description:
- New Heart Network Sdn Bhd New Heart Network is an agency unit of Prudential Assurance Malaysia Berhad. Our agency is made up of highly focused and dedicated entrepreneurs who are confident in achieving their personal financial goals with the success they derived from this business.
- Contract Type:
- Full Time
- Experience Required:
- No Experience
- Education Level:
- Upper Secondary School
- Number of vacancies:
- 3
Job Description
Working hours : 8:30am - 11am
Job Scopes:
* Attend meetings, seminars, and programs to learn about new products & services.
* Calculate premiums & establish payment methods.
* Report the progress of initiatives to stakeholders.
* Maintain bookkeeping systems, databases, & records.
* Monitor insurance claims.
* Meet customers’ expectation to ensure satisfaction of insurance coverage.
* Fulfill all policy requirements.
* Help clients settle any claims on their insurance.
* 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 place.
* Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company.
- Salary:
- 2.000,00 MYR Monthly