SALES AND ADMINISTRATIVE EXECUTIVE (INSURANCE)

Bateriku; Shah Alam; On-site; MYR 100,000 - 150,000; Full time

Job summary

A dynamic insurance service provider is looking for a SALES AND ADMINISTRATIVE EXECUTIVE to enhance operations. The role involves developing efficient administrative procedures, monitoring calls and emails from customers, and maintaining accurate records of insurance policies. The candidate will also be responsible for sales performance monitoring, executing daily administrative tasks, and preparing detailed reports for management. This position is crucial in ensuring high-quality customer service in the insurance sector.

Responsibilities

• Develop and implement efficient administrative procedures to streamline insurance operations and customer service.
• Execute and monitor subordinate handling of incoming and outgoing calls or emails from customers regarding insurance enquiries.
• Follow up with customers for new projects.
• Organize and monitor a filing system for the client database.
• Maintain accurate and up-to-date records of all insurance policies and correspondence.
• Monitor sales performance for insurance policies.
• Respond to queries from the manager.
• Execute daily sales and administrative tasks.
• Prepare and deliver regular insurance and sales forecasting reports.
• Prepare and present detailed reports on new policies and renewals.

Job description

SALES AND ADMINISTRATIVE EXECUTIVE (INSURANCE)

• Develop and implement efficient administrative procedures to streamline insurance operations and customer service.
• Execute and monitor subordinate handling of incoming and outgoing calls or emails from customers regarding insurance enquiries.
• Follow up with customers for new projects (Bateriku Insurance Route User – BIRU).
• Organize and monitor a filing system for the client database.
• Maintain accurate and up-to-date records of all insurance policies and correspondence in the company database.
• Monitor sales performance for insurance policies (new and renewal).
• Respond to queries from the manager.
• Execute daily sales and administrative tasks.
• Prepare and deliver regular insurance and sales forecasting reports.
• Prepare and present detailed reports on new policies, renewals, and insurance costs to management for review and decision-making.
• Perform other duties as assigned by the manager.