SALES EXECUTIVE (MOTOR INSURANCE)

BATERIKU (M) SDN. BHD.; Shah Alam; On-site; MYR 56,000 - 89,000; Full time

Job summary

BATERIKU (M) SDN. BHD. is seeking an Insurance Sales professional in Shah Alam to manage inquiries, renewals, and new policies. You will follow up on leads, prepare quotations, and maintain accurate policy records, while driving monthly targets.

The role involves extensive customer interaction via calls, email, Chatwoot, WhatsApp, and OS Ticket, with collaboration across internal teams to meet business goals and SOPs.

Qualifications

• Bachelor's Degree in Business Administration, Marketing, Insurance, Finance, or a related field.
• Experience in insurance or takaful sales.
• Experience in handling customer enquiries and customer relationship management.
• Experience in sales reporting and administrative functions.
• Experience in managing insurance renewals, quotations, and related documentation.
• Experience using CRM or customer support platforms.

Responsibilities

• Answer insurance enquiries through incoming calls, outgoing calls, and email communications.
• Follow up with customers for new projects under Bateriku Insurance Route User (BIRU).
• Prepare insurance quotations and policy requests based on customer requirements.
• Prepare daily sales reports.
• Record and maintain monthly sales reports.
• Prepare and present reports on new policies, renewals, and insurance costs to the Manager.
• Achieve sales targets set by the supervisor based on quantity and quality objectives.
• Prepare and execute insurance-related payments.
• Manage departmental payments through the EPR accounting system.
• Maintain accurate records of all insurance policies and correspondence in the company database.
• Monitor sales records for new and renewed insurance policies.
• Ensure compliance with company policies and SOPs.
• Achieve a minimum monthly sales target of RM50,000 gross premium.
• Make a minimum of 30 outgoing calls per day for lead follow-up, customer acquisition, and renewal reminders.
• Manage and respond to customer enquiries via Chatwoot, WhatsApp, and OS Ticket platforms.
• Proactively follow up with existing customers regarding vehicle insurance and road tax renewals before policy expiry dates.
• Build and maintain strong customer relationships to support customer retention and cross-selling opportunities.
• Coordinate effectively with internal stakeholders to achieve departmental and company objectives.

Skills

Insurance sales

CRM experience

Customer support

Sales reporting

Quotations & renewals

CRM platforms

Education

Bachelor's Degree in Business Administration/Marketing/Insurance/Finance

Tools

CRM

Chatwoot

WhatsApp

OS Ticket

Job description

Answer insurance enquiries through incoming calls, outgoing calls, and email communications.

Follow up with customers for new projects under Bateriku Insurance Route User (BIRU).

Prepare insurance quotations and policy requests based on customer requirements.

Prepare daily sales reports.

Record and maintain monthly sales reports.

Prepare and present reports on new policies, renewals, and insurance costs to the Manager.

Achieve sales targets set by the supervisor based on quantity and quality objectives.

Prepare and execute insurance-related payments.

Manage departmental payments through the EPR accounting system.

Maintain accurate and up-to-date records of all insurance policies and related correspondence in the company database.

Monitor sales records for new and renewed insurance policies.

Ensure compliance with company requirements, policies, guidelines, and Standard Operating Procedures (SOPs).

Achieve a minimum monthly sales target of RM50,000 gross premium.

Make a minimum of 30 outgoing calls per day for lead follow-up, customer acquisition, and renewal reminders.

Manage and respond to customer enquiries via Chatwoot, WhatsApp, and OS Ticket platforms in a timely manner.

Proactively follow up with existing customers regarding vehicle insurance and road tax renewals before policy expiry dates.

Build and maintain strong customer relationships to support customer retention and cross-selling opportunities.

Coordinate effectively with internal stakeholders to achieve departmental and company objectives.

Qualifications

• Bachelor's Degree in Business Administration, Marketing, Insurance, Finance, or a related field.
• Experience in insurance or takaful sales.
• Experience in handling customer enquiries and customer relationship management.
• Experience in sales reporting and administrative functions.
• Experience in managing insurance renewals, quotations, and related documentation.
• Experience using CRM or customer support platforms.

Established in March 2014, Bateriku.com started as an on-demand car battery replacement service provider, evolving into an ecosystem that connects car users to roadside assistance, trusted workshops, auto parts marketplace, and ancillary services.

Bateriku.com scaled up by leveraging big data, technology, and sharing economy. To date, Bateriku.com operates close to 200 retail outlets (Pitstop) nationwide and has rendered its services to more than 1.5 million car