Executive - Insurance

Cycle & Carriage Bintang Berhad; Petaling Jaya; On-site; MYR 33,480 - 55,800; Full time

Job summary

A reputable insurance agency in Petaling Jaya is looking for a candidate to interact with customers, manage insurance renewals, and assist in marketing activities. Ideal candidates should have a degree in finance or an accounting qualification, alongside knowledge in Business Continuity Management. Strong customer service and administrative skills are essential for this role.

Qualifications

• Degree or accounting qualification preferred.
• Prior experience can substitute for qualifications.
• Knowledge in Business Continuity Management is beneficial.

Responsibilities

• Consult with customers on motor insurance products.
• Manage and assist with upcoming renewals diligently.
• Issue insurance quotations and handle administrative tasks.
• Assist in marketing events for insurance promotion.

Skills

Customer interaction

Follow-up communication

Insurance product knowledge

Education

Degree in finance

Accounting qualification

Job description

• Interact and consult walk-in customers to provide information in response to inquiries about motor insurance products and promote other insurance products.
• Closely follow up on upcoming renewals with customers through different range of channels (e.g. telephone, email, messaging).
• Ensure renewal retention by working closely with Insurance Department, Branch Sales Manager and Sales Executives for the upcoming renewals to avoid lapses.
• Issue New Vehicle insurance quotations and Cover Notes upon receiving request raised by Sales Executives through VMS.
• Handle routine and administrative tasks, i.e. issue quotations, debit notes, receipts, cover notes and policies, submit daily collection, prepare CBC payment to insurers, perform commission recovery and commission payable, NCD recovery submission, policy cancellation submission, etc.
• Assist in insurance marketing events and activities to promote insurance benefits and increase penetration and sales.
• Coordinate the order of renewal customer gift, office stationery, etc.
• Any ad-hoc task assigned.

Requirements:

• Degree (any level), preferably in finance.
• Accounting qualification (any type).
• Demonstrated professional experience is considered in lieu of the above formal qualifications.
• Business Continuity Management knowledge