Customer Service Executive, Life Branch Operations
Kuching, Sarawak, Malaysia
Full Time
2 days ago
No Sponsorship
Key skills
AIRisk ManagementCommunication
About this role
Role Overview
Deliver prompt, quality, and professional service for walk in customer for both General and Life insurance needs and requirement such as insurance purchase/renewal, endorsement, enquiries, complaints and claims handling including via telephone or emails.
Maintain broad knowledge of General and Life Insurance products and services
To ensure issuance of Motor and Non-Motor Insurance according to company guidelines
To ensure payments are collected on Cash Before Cover (CBC) for walk in customer and official receipt is issued upon payment received.
Handling and control daily collection, balancing and reconciliation for life insurance: Handling and control daily collection, balancing and reconciliation
Prepare and submit Ad-hoc report within turnaround time (TAT) to Account Department
Safekeeping of collection, cash float and security documents
Receipt issuance
Returned cheque handling
Decentralization of policy servicing (BPM, financial & non-financial policy changes and reinstatement) and decentralization of claim BPM.
To ensure compliance of FSA 2013, branch SOPs, guidelines & policies issued by relevant bodies.
To safeguard assets and promote efficient utilization of resources
To ensure required licenses are renewed and displayed at designated place
Overall Responsible for security of the branch and collection.
To ensure that services standard is achieved
Collaborate and exchange best practices among team members from time to time
Undertake other duties and assignments assigned by Superior/Branch Manager and when required
To support on claims related matters and responsible for efficient and effective operation on claims concierge service functions by providing quality service to walk-in customer, agents, and marketers and email claims documents upon receipt to claim hubs within the deadline
Requirements
Possess a Diploma or Bachelor's Degree in Business Studies/Administration/ Management, Marketing, Finance/Accountancy/ Banking, Commerce, Risk Management or equivalent
1-2 years of customer service or administrative experience, preferably in insurance, banking, or related fields, Fresh graduate are also encourage to apply
Good communication and interpersonal skills
Strong attention to detail and multitasking ability
Proficient in Microsoft Office
Ability to handle sensitive and confidential information with professionalism
Familiarity with AI tools like ChatGPT or Copilot is an added advantage.