Branch Services, Senior Executive (Kota Kinabalu)

Job Function:

• Provide and achieve Service Excellence to both internal and external customers
• To adhere to Company's Polices and to perform all required tasks with integrity

Key Duties and Responsibilities:

• Maintaining branches operations and daily procedures for each department tasks as per below summary.
• Designing & implementing systems to improve office operations.
• Scheduling staffs and follow up on their progress or completed work.
• Coach, develop and manage staffs' performance to meet service goals and objectives.
• Provides assistance and support to junior staffs/agents.
• Contributing to entire team as needed.

Summary:

1. Policy Servicing :
   • Attend to walk-in/call in customer's & agent's enquiry on policy related matters.
   • Perform data alteration up to confer authority and maintain transaction records.
   • Follow up on outstanding requirement.
2. Claims:
   • Attend to walk-in/call in customer's & agent's enquiry on policy related matters.
   • Perform data alteration up to confer authority and maintain transaction records.
   • Check completeness of claim forms/documents for all type of claims including updating client's details & bank account number, and to record, follow up monitor
   • the outstanding claim status.
3. New Business:
   • Proposal submission screening and back up data entry capturing.
4. Finance:
   • Act as "chief cashier" to ensure daily tally of premium collection, day end collection recording and report scanning, and handle all finance related matters.
5. General Admin :
   • Record keeping, report defect of office assets/equipment/furniture, update reports or daily/monthly templates.
6. Branch OIC, assist to oversee or take over operational duties and ensure smooth running of office operation.

Requirements:

• Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree, any field.
• At least 5 year(s) of working experience in insurance industry with experience in servicing
• Preferably Executives specializing in Customer Service or equivalent.
• Position is based in Kota Kinabalu
• Working fluency in English and Bahasa Malaysia
• Full-Time position(s) available.