Branch Operations Executive (Johor Bahru Branch)

Tokio Marine Life Insurance; Johor Bahru; On-site; MYR 30,000 - 45,000; Full time

Job summary

A leading insurance company is seeking a Branch Operations Executive for its Johor Bahru branch. The role includes assisting customers with policy matters, managing inquiries, and ensuring smooth operations in line with company policies. Ideal candidates should have at least one year of relevant experience and a Diploma or Degree. Proficiency in English and Bahasa Malaysia is required. This position offers a chance to work in a dynamic environment while delivering excellent customer service.

Qualifications

• At least 1 year of experience in a related field.
• Must possess a Diploma, Degree, or equivalent.
• Required languages: English and Bahasa Malaysia.

Responsibilities

• Assist walk-in customers with proposal and policy matters.
• Handle inquiries from agency force and policyholders.
• Perform financial alterations and handle payments.
• Comply with company's policies and SOPs.
• Promote e-Services to customers.

Skills

Customer service

Cash handling

Communication skills

Problem-solving

Education

Diploma or higher in any field

Job description

Branch Operations Executive (Johor Bahru Branch)

Responsible for attending walk in customer or agents regarding proposal & policy matters and interpret the need or requests of customer and agents by providing accurate information and explanation with regards to service request.

Ensure Branch Operations’ customer services and backroom operation run smoothly & comply with Company’s policies, procedures and regulatory.

Key Duties & Responsibilities

• Attend to walk-in and call-in enquiries from agency force and policyholders on related transactions
• Perform financial & non-financial alterations at branch level, update template and monitoring
• Attend inbound calls
• Receive payment for new proposal, renewals & issue receipts
• Receive & scan Claims & CS documents for processing
• Back up Data Entry of New Business proposal & verification
• Back up Storage of Regalia and template updating
• Prepare documents to send to Records Management Unit at HQ
• Back up of New Business Query Reply Scanning & Claims Document Scanning
• Promoting e-Services towards customers
• Assist walk-in customers on claim submission
• Complying towards company's SOP & guidelines
• Promoting of e-Services
• Cashiering and assist with Replacement of Policy cases
• Any other ad-hoc assignment given by superior or Branch OIC

Requirements

• Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree, any field.
• At least 1 year(s) of working experience in the related field is required for this position.
• Preferably Executive specializing in Branch Operations or equivalent.
• Required language(s): English, Bahasa Malaysia.

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