Sales Support / Business Support

Private Advertiser; Malacca City; On-site; MYR 42,000 - 64,000; Full time

Job summary

Private Advertiser is seeking a detail-oriented insurance coordinator to prepare and process applications, policy submissions, and related documents.

You will ensure forms are complete and compliant, maintain accurate client records and databases, and collaborate with the sales team to secure renewals and reduce churn.

Responsibilities

• Prepare and process insurance applications, policy submissions, and related documents.
• Ensure forms are complete and compliant with company and regulatory requirements.
• Maintain accurate client records and databases.
• Follow up with clients for outstanding documents and signatures.
• Monitor customer inquiries via phone, email, or messaging platforms.
• Monitor progress for quotations and proposal documents.
• Identify accounts at risk of non-renewal and escalate to the Sales In-Charge for retention efforts.
• Provide timely updates on clients who indicate an intention not to renew their policies.
• Coordinate with the sales team to secure policy renewals and improve client retention.

Job description

Prepare and process insurance applications, policy submissions, and related documents.

Ensure all forms are complete and compliant with company and regulatory requirements.

Maintain accurate client records and databases.

2. Client Service & Coordination

Follow up with clients for outstanding documents and signatures.

Monitor customer incoming via phone, email, or messaging platforms.

Monitor progress for quotations, and proposal documents.

Policy document Processing

Monitor clients with policies approaching renewal and identify accounts at risk of non-renewal.

Proactively follow up on potential non-renewal cases and escalatethe them to the Sales In-Charge for retention efforts.

Provide timely updates to the Sales In-Charge on clients who indicate an intention not to renew their policies.

Maintain renewal tracking reports and ensure sales representatives are informed of renewal risks and opportunities.

Coordinate with the sales team to secure policy renewals and improve client retention rates.