Executive - Counter Sales

Liberty General Insurance Berhad; Kluang; On-site; MYR 150,000 - 200,000; Full time

Job summary

A financial services company in Kluang is seeking a customer service representative. The role involves interacting with customers to address inquiries regarding insurance policies and claims. Responsibilities include managing sales targets, processing transactions, and maintaining operational efficiency at the branch. Candidates should have a minimum degree in a related field and possess good communication and sales skills, along with insurance knowledge. The position offers a dynamic work environment focused on customer satisfaction.

Qualifications

• Minimum Degree in any related field.
• Certificate in related expertise.
• Experience in customer service and operations.

Responsibilities

• Provide quality service addressing enquiries and complaints.
• Manage direct walk-in customers and provide product information.
• Meet counter sales targets and promote insurance products.
• Handle documentation including claims and transactions.

Skills

Customer service skills

Sales and marketing skills

Good communication skills

Insurance knowledge

Education

Minimum Degree in any related field

Certificate in related expertise

Job description

This role will be the first point of contact for walk-in customers at the branch, responsible for providing quality service by resolving enquiries, queries and complaints related to policy and claims. Deliver on counter sales targets and promote cross sell for the counter.

Individual Responsibilities

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

Building upkeep and maintenance

• Keeping safe keys and combination numbers
• Building maintenance and up-keeping including groceries, server room, OSHA, licensing, stationaries, printed documents, name cards (agents and staffs)

Education/Academic Qualifications:

• Minimum Degree in any related field.
• Certificate in related expertise.

Professional/Technical Qualifications & License：

• Minimum Degree in any related field.
• Certificate in related expertise.

Work Experience:

• Customer service and good language/communication skills.
• Sales and Marketing Skills (if applicable)
• Insurance Knowledge
• Operations and Administrative Duties