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We are seeking a detail-oriented Insurance Clerk to assist with the policy issuance and payment follow-up process for general insurance. The successful candidate will play a crucial role in ensuring smooth operations from quotation to policy activation while handling basic administrative tasks.
Key Responsibilities:
1.Policy Issuance:
- Prepare and process insurance policies after quotations are sent to customers.
- Verify accuracy of customer information and ensure compliance with company policies and regulations.
- Issue insurance certificates and documents as required.
- Quotation and Payment Follow-up:
- Send quotations to customers and provide clarifications as needed.
- Follow up with customers on quotations, answer questions, and provide guidance through the decision-making process.
- Monitor pending payments and follow up with customers to ensure timely payment.
- Coordinate with the finance department to update payment records.
2.Customer Service:
- Respond to customer inquiries related to their policies, payments, and quotations.
- Provide assistance with policy renewals, amendments, and cancellations.
- Resolve issues or escalate them to appropriate departments when necessary.
3.Basic Administrative Tasks:
- Maintain accurate and up-to-date records in the system.
- Organize and file documents, both physical and digital.
- Assist in the preparation of reports and presentations as required.
- Perform data entry and manage correspondence.
Qualifications:
- Minimum SPM or equivalent; a certificate or degree in business administration or a related field is a plus.
- Previous experience in an insurance or administrative role is preferred.
- Basic understanding of general insurance policies and procedures.
- Proficiency in MS Office (Word, Excel, Outlook) and familiarity with insurance software is an advantage.
>working location-near JPJ Taman Daya
Job Type: Full-time
Pay: From RM1,500.00 per month
Application Question(s):
- Can you attend calls or perform other related duties as assigned by superior off your working hours if theres any emergency work or if boss is away
Work Location: In person