Executive - Business Support

  • Selangor
  • Permanent
  • Full-time
  • 7 days ago
Individual Responsibilities: Marketing Support Task: Responsible in supporting the sales team in meeting branch motor and non-motor GWP to contribute to overall set target Assist the branch marketing team on administrative duties, including resolving queries, mails, documentation, submission to HO and quote preparation Handling agent queries over emails, phones and walk-ins, and troubleshooting as needed Process policy for Liberty agents, where applicable Handle prospect new agent walk-ins and handover to HOS / BM Provide support on onboarding of new agents or partners by providing necessary documentation, training materials, arranging for CPD trainings Assist to reduce motor and non-motor outstanding debts/short payments by tracking and managing agents' bad debts Responsible for pre-QA, ensure all documents are in place prior to policy issuance Handle claims accurately and efficiently collecting relevant information from agents, submission to claims department, tracking of claim status Assist in Releasing print pending cover note for motor and non-motor Preparing non-motor quotations, including referring risks to UW Batching and receipting of non-motor cases Fill in non-motor referral risk assessment form Preparing and printing statement of account for agents Printing and sorting of policies incl. forwarding AM Brand miscellaneous class to CDARS Track, compile, follow up on Agent's WHT tax invoice Generating motor and non-motor renewal notice Compile documents from agents for submission to HQ for payment reimbursements Monitor and check monthly reports To oversee e-filling Scan & File Support ISM administration Marketing Support Task: Responsible in supporting the sales team in meeting branch motor and non-motor GWP to contribute to overall set target Assist the branch marketing team on administrative duties, including resolving queries, mails, documentation, submission to HO and quote preparation Handling agent queries over emails, phones and walk-ins, and troubleshooting as needed Process policy for Liberty agents, where applicable Handle prospect new agent walk-ins and handover to HOS / BM Provide support on onboarding of new agents or partners by providing necessary documentation, training materials, arranging for CPD trainings Assist to reduce motor and non-motor outstanding debts/short payments by tracking and managing agents' bad debts Responsible for pre-QA, ensure all documents are in place prior to policy issuance Handle claims accurately and efficiently collecting relevant information from agents, submission to claims department, tracking of claim status Assist in Releasing print pending cover note for motor and non-motor Preparing non-motor quotations, including referring risks to UW Batching and receipting of non-motor cases Fill in non-motor referral risk assessment form Preparing and printing statement of account for agents Printing and sorting of policies incl. forwarding AM Brand miscellaneous class to CDARS Track, compile, follow up on Agent's WHT tax invoice Generating motor and non-motor renewal notice Compile documents from agents for submission to HQ for payment reimbursements Monitor and check monthly reports To oversee e-filling Scan & File Support ISM administration Support NM RM in their administrative responsibilities, including Maintaining database of NM agents and leads (new business) for the Region Updating progress tracking reports for NM Region Branch Admin Task: Assist in mailing and attending to phone calls from customers on enquiries and issues resolution Administrate and monitor staff attendance, welfare, discipline, office administration maintenance, upkeep and security system Building maintenance and facilities management Branch procurement, stockkeeping and vendor handling Admin reporting incl. housekeeping, groceries, server room, OSHA, licensing, fire extinguishers licensing, utility maintenance, Prepare HR related reports e.g., team performance report, staff turnover reports, training completion reports etc. Prepare regional report compilation and monthly reports to Head Office as required Operational Support: Ensure effective and efficient administration of day-to-day business operations in line with SOP across all support function Compliance Ensure consistency with enterprise risk management guidelines Ensure compliance with regulations and laws Ensure good corporate governance is practiced and are being exercised by the branch Compliance of Customer Personal Data Protection Act Education/Academic Qualifications: Minimum Diploma in any related field. Fresh Graduate is encouraged to apply Functional knowledge/Technical skill: Basic understanding of insurance products and policies Administrative and organizational skills Capability to multitask This position will be based in Selangor Branch, Jalan Sultan Ismail Show more Show less

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