Responsible for managing and increasing motor insurance renewal sales by contacting existing customers, providing competitive quotations, following up on expiring policies, and ensuring customers continue their insurance coverage with the company.
Key Responsibilities
1. Customer Management & Follow-Up
- Contact 30–40 customers daily regarding upcoming insurance renewals.
- Follow up with customers up to three times to secure renewal confirmation.
- Maintain good relationships with existing customers and ensure customer satisfaction.
2. Insurance Renewal & Sales
- Prepare and send insurance quotations 30–45 days before policy expiry.
- Explain insurance coverage, NCD benefits, insured value, and premium clearly to customers.
- Achieve the monthly insurance renewal sales target.
3. Sales & Performance Monitoring
- Monitor daily and monthly renewal performance.
- Achieve a minimum target of 50% first-year insurance renewals every month.
- Take ownership of every expiring insurance policy and actively convert it into a renewal.
4. Administrative & Documentation
- Record all customer details, registration numbers, and renewal status in the daily tracking log.
- Ensure all renewal records are updated on the same day.
- Process first-year Proton insurance policies through the FLAS system only.
5. Daily Reporting
- Submit daily renewal performance reports via WhatsApp before 5:00 PM.
- Review weekly performance and identify opportunities for improvement.
- Record reasons for unsuccessful renewals for future follow-up actions.
6. Team Collaboration
- Work closely with Sales Advisors (SA) and Service Reception teams.
- Follow up on customer referrals from sales and service departments.
- Support the team in achieving overall dealership insurance renewal targets.
Key Performance Indicators (KPIs)
- Daily customer calls: 30–40 customers.
- Quotation preparation: 30–45 days before policy expiry.
- Follow-up: Minimum 3 attempts per customer.
- First-year insurance renewal: Minimum 50% monthly achievement.
- Daily reporting: Before 5:00 PM.
- Daily documentation: 100% updated renewal records.
Required Skills & Qualifications
- Minimum SPM or Diploma qualification.
- General Insurance PCE certification or willingness to obtain it within 60 days.
- 1–3 years of experience in motor insurance, telemarketing, sales, or customer service is preferred.
- Good telephone communication and negotiation skills.
- Basic knowledge of NCD, insured value, and insurance premiums.
- Proficient in Google Sheets, WhatsApp, and administrative documentation.
- Target-driven, disciplined, detail-oriented, and able to work independently.
Pay: RM1,700.00 - RM2,500.00 per month
Benefits:
- Additional leave
- Maternity leave
- Parental leave
Work Location: In person