Executive - Servicing Office Agent, Klang

Liberty General Insurance Berhad; Klang City; On-site; MYR 36,000 - 60,000; Full time

Job summary

Liberty General Insurance Berhad is seeking a Serving Office Agent at the Klang branch. You will manage a large set of agents, support policy issuance and claims management, and drive sales targets in line with branch objectives.

The role emphasizes agent training, service excellence, and adherence to regulatory guidelines. Effective collaboration with HQ and branch teams will be essential to enhance profitability and governance.

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 agents at branch level.
• Verify CBC breaches report and assist with reporting.
• Obtain information for unsubmitted or unconverted cover notes from agents.
• Identify potential targets and consult HQ to service agents.
• Manage agents' statements of accounts.
• Recruit, onboard and develop preferred agents and drive motor segment profitability.
• Maintain relationships with agents to grow share of wallet.
• Drive agent growth through training and targeted interventions.
• Ensure efficient administration of day-to-day operations and meet SLAs/TATs.
• Ensure compliance with risk guidelines and regulations.

Skills

Agent management

CPD training

Customer service

Policy issuance

Claims management

Sales targets

Branch operations

Compliance

Risk management

Education

Degree in related field

Job description

The Serving Office Agent 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.

Individual 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