Client Consultation: Meet with clients to assess their insurance needs, understand their financial situation, and determine the type and amount of coverage required.
Product Knowledge: Stay up-to-date on insurance products, policies, and regulations to provide accurate information and advice to clients.
Risk Assessment: Analyze clients' risk exposure and recommend insurance solutions to mitigate potential risks.
...
Process all Life / Accident and Health (A&H) / Major Claims / Corporate Solutions (CS)/ Pre Approval (PA) claims requests received as per stipulated requirements.
Evaluate and gather all data for claim processes, prepare medical questionnaire and to review all status and ensure efficient adjustment in claim system.
Ensure meeting individual quality, turnaround time and productivity benchmark.
...
- Oversee the insurance department.
- Responsible for existing customer, renewal, and new customer’s monthly target.
- Direct the development of plans for insurance to achieve targets.
- Supervise the whole insurance team and provide guidance to subordinates.
- Approach potential customers for promoting insurance.
- Prepare daily and monthly insurance reports such as total new and renewal insurance cases.
- Handle dealers’ enquiries pertaining to road tax or insurance renewal matter are attended in timely manner & provide accurate information at all times to achieve zero complaint rate from dealers.
- Resolve & escalate operation or system issues emanating from any parties.
- Build up rapport with insurance companies, gather up to date market information on insurance through regular servicing by insurance companies.
- Follow up with insurance companies on the necessary outstanding documents such as additional insurance endorsement on existing policies.
- Performing all duties within the guidelines of regulators standards, procedures, and processes.
- To manage and monitor new & renewal insurance activities, increase & maximize overall performance of the team.
- Perform any other duties assigned from time to time.