Executive - Servicing Office Agent, KL

Liberty General Insurance Berhad; Kuala Lumpur; On-site; MYR 60,000 - 120,000; Full time

Job summary

Liberty General Insurance Berhad in Kuala Lumpur is seeking a Branch-based professional to manage and support a large set of agents, handling queries, and assisting with policy issuance and claims management.

You will meet the branch sales targets, oversee payment collection, provide prompt service, conduct CPD training for agents, recruit and onboard new agents, and focus on profitable motor business while ensuring day-to-day operations align with SOPs.

Qualifications

• Minimum Degree in any related field.
• Basic understanding of insurance products and policies.

Responsibilities

• Meet the sales target in line with the branch objectives and goals.
• Oversee collection of outstanding payments and manage financial performance.
• Provide excellent service to agents including prompt response to queries, effective claims tracking, accurate quotation generation.
• Conduct CPD training for agent at branch level.
• Verify monthly CBC breaches report sent by HQ - for PIAM quarterly reporting.
• Obtain information for the unsubmitted or unconverted cover notes from agents.
• Identify potential preferred targets and consult ADM / HOS to service such agents.
• Manage agent's statement of accounts.
• Recruit, onboard and develop preferred agents, and ensure activation.
• Focus on driving profitable motor segments through agents.
• Maintain relationship and continue building trust with preferred segment of agents, thus growing their share of wallet.
• Drive Agents growth by identifying their needs, organizing customized trainings, and through targeted interventions.
• Ensure effective and efficient administration of day-to-day business operations in line with SOP across all support functions.
• Ensure that the branch SLAs and TATs are met.
• Respond to various requests from customers, agents and HQ.

Skills

Agent management

Sales target

CPD training

Customer service

Reporting

Education

Degree in related field

Job description

The SOA will be responsible to manage and support a large set of agents at the branch. This role is based at the branch and involves managing the agent queries, providing support on policy issuance and claims management.

Job Responsibilities

• Meet the sales target in line with the branch objectives and goals
• Oversee collection of outstanding payments and manage financial performance

Agent Management

• Provide excellent service to agents including prompt response to queries, effective claims tracking, accurate quotation generation
• Conduct CPD training for agent at branch level
• Verify monthly CBC breaches report sent by HQ - for PIAM quarterly reporting
• Obtain information for the unsubmitted or unconverted cover notes from agents
• Identify potential preferred targets and consult ADM / HOS to service such agents
• Manage agent's statement of accounts

Agent recruiting and growth

• Recruit, onboard and develop preferred agents, and ensure activation
• Focus on driving profitable motor segments through agents
• Maintain relationship and continue building trust with preferred segment of agents, thus growing their share of wallet
• Drive Agents growth by identifying their needs, organizing customized trainings, and through targeted interventions

Business Operations

• Ensure effective and efficient administration of day-to-day business operations in line with SOP across all support functions
• Ensure that the branch SLAs and TATs are met
• Respond to various requests from customers, agents and HQ

Compliance

• Ensure consistency with risk management guidelines
• Ensure compliance with regulations and laws
• Ensure good corporate governance is practiced and are being exercised

Job Requirement

• Minimum Degree in any related field.
• Basic understanding of insurance products and policies