WEALTH PLANNER

New Heart Network (NHN); Kuching; On-site; MYR 67,000 - 100,000; Full time

Job summary

New Heart Network in Kuching, Malaysia, seeks a candidate to attend meetings and learn about new insurance products and services. You will calculate premiums and establish payment methods, while reporting progress to stakeholders and maintaining bookkeeping systems and records.

Additionally, you will monitor claims, meet customer expectations for coverage, educate yourself on industry developments, fulfill policy requirements, and assist clients with completing insurance applications as an

Responsibilities

• Attend meetings, seminars, and programs to learn about new products and services
• Calculate premiums and establish payment methods
• Report the progress of initiatives to stakeholders
• Maintain bookkeeping systems, databases, and records
• Monitor insurance claims
• Meet customers’ expectation to ensure satisfaction of insurance coverage
• Continuously educate yourself on the industry and learn about new products and services
• Fulfill all policy requirements
• Help clients settle any claims on their insurance
• Customize insurance programs to suit individual customer needs
• Ensure that policy requirements are fulfilled, including completion of the appropriate forms
• Inspect property in order to examine its overall condition and decide its insurance risk
• Make sure all paperwork is filled out and filed to put insurance policies in place
• Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company

Job description

Attend meetings, seminars, and programs to learn about new products and services

Calculate premiums and establish payment methods

Report the progress of initiatives to stakeholders

Maintain bookkeeping systems, databases, and records

Monitor insurance claims

Meet customers’ expectation to ensure satisfaction of insurance coverage

Continuously educate yourself on the industry and learn about new products and services

Fulfill all policy requirements

Help clients settle any claims on their insurance

Customize insurance programs to suit individual customer needs

Ensure that policy requirements are fulfilled, including completion of the appropriate forms

Inspect property in order to examine its overall condition and decide its insurance risk

Make sure all paperwork is filled out and filed to put insurance policies in place

Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company