Associate - Agency Conduct & Servicing

Great Eastern Life; Kuala Lumpur; On-site; MYR 20,000 - 100,000; Full time

Job summary

A leading company in the insurance sector seeks an Associate for Agency Conduct & Servicing. You will manage policy replacements, coordinate communication meetings, and prepare reports while ensuring compliance with agency policies. This role requires a degree in Business Administration and at least two years of relevant experience.

Qualifications

• 2 years experience in the insurance industry or related field.
• Familiar with Agency Administration policies and guidelines.
• Knowledge of legal concepts in insurance.

Responsibilities

• Handle Replacement of Policy (ROP) and coordinate appeals.
• Prepare and maintain records for ROP communication meetings.
• Assist in ad-hoc projects related to Conduct & Servicing.

Skills

Customer Service

Analytical Skills

Communication

Organizational Skills

Education

Degree in Business Administration

Tools

Microsoft Word

Microsoft Excel

Job description

Job Description - Associate - Agency Conduct & Servicing (2000012N)

Job Number:

2000012N

• Handle Replacement of Policy (ROP) for internal and external cases.
• Answer inquiries on ROP and investigate cases from initiation to resolution.
• Register and prepare data for ROP appeals, including incomplete documents requiring further investigation and correspondence with agents.
• Compile registered and completed ROP documents for CS interviews.
• Prepare ROP appeals for ROP committee consideration.
• Coordinate, organize, and take minutes at ROP communication meetings; prepare summary reports for committee members.
• Conduct ROP communication meetings bi-monthly.
• Assist in registering fraud and feedback cases in CFS.
• Prepare reports for commission crediting on approved ROP appeals.
• Attend ICM inquiries and support Conduct & Servicing investigations.
• Maintain proper records and ensure TAT compliance.
• Process, supervise, and review ROP appeal cases.
• Assist in ad-hoc projects and related functions as needed.

Qualifications:

• Degree in Business Administration with two years of experience in the insurance industry or related field.
• Experience handling customer service related to market conduct and agent services.
• Familiar with Agency Administration policies and guidelines.
• Knowledge of legal concepts in insurance and insurance products.
• Organizational skills to work systematically and efficiently.
• Pleasant and friendly demeanor.
• Integrity and trustworthiness.
• Excellent written and verbal communication skills.
• Strong inquiry and probing skills.
• Analytical skills for information gathering and analysis.
• Proficient in Microsoft Word and Excel.