Protégé, Customer Service & Agency Management
Job Description :
1. Customer Service
• Attend to walk-in customers for matters such as loan settlement, cancellations, and policy surrenders.
• Respond to customer queries and provide accurate, timely resolutions.
2. Agency Management
• Check and verify case submission by agents via the EPP portal.
• Coordinate the approval process for sales incentives payments with Heads & CEO.
• Administer agent details, including bank account information and other updates in the CLS system.
• Manage on system issues or enhancement as and when requires.
3. Reporting
• Administer Monthly Agent’s Production report.
• Administer Monthly Agent’s Commission statement.
4. Other Roles and Responsibilities
• Handle ad-hoc tasks assigned by line managers
• Manage calls and inquiries from customers and LPPSA.
Learning Objectives :
1.Understanding Processes
• Gain knowledge of the unit’s operations, focusing on customer service procedures, agency management tasks, and internal workflows.
2. Customer Service & Agency Management
• Develop problem-solving and communication skills to address inquiries and resolve issues efficiently.
• Understand best practices for handling agency-related processes and managing escalations.
3. Operational Efficiency
• Learn to manage deadlines, prioritize tasks, and maintain accuracy in reporting and data management.
• Observe and contribute to process improvements within the unit.
Job Requirements :
- Fresh graduate or less 1 year experience with Bachelor’s Degree in related field.
- Employment type: 8 months under the Protégé program.
- Work location: Dataran Maybank, Bangsar KL.
- Computer literate & good communication.