Follow up on all client issues (payment, claims, endorsements, alterations, etc.).
Compile all business-related expenses and file them by month for income tax purposes. Create a monthly summary (attach to A4 paper).
Monitor new agent training requirements for the first 6 months and the second 6 months.
Coordinate with the AD team and agency admin regarding agent issues.
Print and record production figures every month and create performance graphs.
Assist new agents in filling out forms and check before submission.
Print QL persistency for agents below 85% every 16th of the month.
Print premium due lists and premium aging summaries on the 16th (check with agents for clients who haven't paid).
Print a lapsed list every 4th and notify agents about lapsed policies.
Prepare sales kits for newly contracted agents.
Update production and agent details every month.
Upload all important data to Google Drive every day before leaving.
Print and inform agents about interim reports for each challenge (understand the terms and regulations of each new challenge) - Ms. Fatin / Ms. Firah will always update via email.
Update any information related to all agents in the WhatsApp group.
Prepare new agent contract forms, assist agents in filling them out, and check before sending to Agency Admin (follow up closely if there are PENDING issues).
Fill out exam forms (for direct submission to me only), check exam dates, and inform agents of the scheduled dates (for all agents).
Backup scan files for units every week.
Print lapsed lists and mark NPDD/Inception dates, then distribute to captains.
Collect and file meeting reports and captain meetings.
Manage the collection of claim receipts and handle hospital matters to expedite client claims.
Make phone calls for potential interviews at the office. Schedule interview times and ensure 5 interviews every week. Phone call days are Tuesday and Thursday.
Handle ad hoc / additional tasks from each manager (overtime).

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