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Risk Management Officer
RM 3,000 - RM 15,000 / month
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Client Consultation:
- Meet with potential clients to understand their needs.
- Assess clients’ insurance needs (e.g., life, health, auto, home).
Policy Recommendation:
- Advise clients on suitable insurance policies based on their needs and financial goals.
- Explain policy details, including coverage options, exclusions, and premiums.
Sales and Marketing:
- Generate leads through various marketing strategies (e.g., referrals, networking, advertising).
- Follow up with prospects and convert leads into clients.
- Conduct presentations and inform clients about new policies
Policy Management:
- Assist clients with policy renewals.
- Modify policies as needed (e.g., add coverage, update beneficiary information).
- Help clients file claims and provide necessary documentation.
Claims Assistance:
- Guide clients through the process of filing a claim.
- Communicate with insurance companies on behalf of clients to ensure claims are processed.
- Resolve issues related to denied or delayed claims.
Customer Service:
- Provide ongoing support to clients for any policy-related questions or issues.
- Handle inquiries about billing, coverage, and policy changes.
Record Keeping:
- Maintain accurate records of client interactions, policies, and payments.
- Update client data and track renewals and follow-up actions.
Compliance and Regulations:
- Ensure policies and practices comply with state and federal insurance regulations.
- Keep up to date with insurance laws and industry changes.
Networking and Relationship Building:
- Build and maintain strong relationships with clients to encourage loyalty and referrals.
- Attend industry events and professional development courses to stay current.
Administrative Duties:
- Process applications, documents, and claims.
- Coordinate meetings and appointments with clients.
- Prepare reports and sales projections for management.
Job Type: Full-time
Pay: RM3,000.00 - RM15,000.00 per month
Benefits:
- Flexible schedule
- Health insurance
- Opportunities for promotion
- Professional development
Schedule:
- Monday to Friday
Supplemental Pay:
- Performance bonus
Education:
- Diploma/Advanced Diploma (Preferred)
Location:
- Kuala Lumpur (Preferred)
Work Location: In person