Branch Services Executive (Life Insurance)

Generali Life Insurance Malaysia Berhad; George Town; On-site; MYR 150,000 - 200,000; Full time

Job summary

An insurance company in Malaysia is seeking a dedicated customer service representative in George Town, Penang. The successful candidate will provide reliable service to policyholders and agents, manage inquiries, and resolve complaints effectively. Candidates should possess a diploma or degree in a related field and have 1-3 years of experience in customer service, ideally within the insurance sector. Strong communication and interpersonal skills are a must, along with a proactive approach to meeting deadlines.

Qualifications

• Minimum 1-3 years’ experience in customer service or administration, preferably in the insurance industry.
• Knowledge of the life insurance business.
• Strong interpersonal skills and pleasant personality.

Responsibilities

• Execute daily operations for policyholder/agent inquiries.
• Manage office supplies and ensure compliance with procedures.
• Handle complaints and resolve issues in collaboration with process owners.
• Ensure timely premium collections and record updates.
• Uphold customer service standards in line with company attitudes.

Skills

Customer service experience

Interpersonal skills

Effective communication

Proactive mindset

Education

Diploma/Degree in business related course

Job description

To provide reliable and responsive customer service to all our policyholders and agents. The service will include handling inquiries, complaints, customer retention, processing of new business submission, changes, reinstatements, administration of renewal payments and cashiering.

Responsibilities

• Execute branch daily operations – to ensure that policyholder/agent’s inquiries on products and services are timely and accurately.
• Take charge of office supplies/maintenance whilst ensuring all procedural requirements are strictly adhered to.
• Proposal checking and receipting of payment.
• Ensure premium collections are properly accounted for and banked in on a timely basis. Relevant reports, records and documents must be forwarded to Head Office timely for updating of accounts.
• Handling of Complaints – Provide intensive findings and work with process owner to resolve the complaint.
• Customer Conservation for walk in customer or by telephone.
• Business correspondence to policyholder and agents.
• Manage the Process of simple changes – Non-Financial changes.
• Uphold Customer service image in line with ARA core attitudes and ensure proper housekeeping and security measures.
• Ensuring branch operations are in compliant to all Compliance matter and responsible for reporting of suspicious transaction to the AML Compliance Officer and/or Head of Department in line with the Anti-Money Laundering Act (AMLA) and Anti-Terrorism Financing Act (ATFA).

Requirements

• Diploma/Degree in business related course, insurance, or its related discipline.
• Minimum 1-3 years’ experience in customer service or administration or a similar capacity, preferably in the insurance industry.
• Knowledge of the life insurance business.
• Business rules, administrative guidelines, and procedures.
• Strong interpersonal and pleasant personality.
• Confident and able to communicate effectively with all levels of internal and external customers.
• Proactive and able to work with minimum supervision to meet tight deadlines.

Unlock job insights

• How many years' experience do you have in the insurance industry?
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• Do you have customer service experience?
• Do you have customer service experience in the insurance industry?