Wealth Planner

• Attend meetings, seminars and programs to learn about new products and services

• Calculate premiums and establish payment methods

• Report the progress of initiatives to stakeholders

• Maintain bookkeeping systems, databases and records

• Monitor insurance claims

• Meet customers’ expectation to ensure satisfaction of insurance coverage

• Continuously educate yourself on the industry and learn about new products and services

• Fulfill all policy requirements

• Help clients settle any claims on their insurance

• Customize insurance programs to suit individual customer needs

• Ensure that policy requirements are fulfilled including completion of the appropriate forms

• Inspect property in order to examine its overall condition and decide its insurance risk

• Make sure all paperwork is filled out and filed to put insurance policies in place

• Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company

Pay: From RM1,800.00 per month

Benefits:

• Flexible schedule
• Free parking
• Maternity leave
• Professional development

Work Location: In person