Internship Wealth Planner

ashley-avatar-image

AI-generated summary

beta
This job is an Internship Wealth Planner, where you’ll help people with their insurance needs. You might like this job because you get to learn about insurance, support clients, and make sure they get the best coverage tailored for them!

Undisclosed

New Heart Network Company , Sarawak

Job Description

- Participate in meetings, seminars, and events to acquire knowledge about new products and services. - Compute premiums and set up payment options. - Update stakeholders on the progress of initiatives. - Manage bookkeeping systems, databases, and records. - Oversee insurance claims. - Ensure customer satisfaction with insurance coverage by meeting their expectations. - Stay informed about industry trends and new products and services through continuous education. - Comply with all policy requirements. - Assist clients in resolving their insurance claims. - Tailor insurance programs to meet the unique needs of individual customers. - Verify that policy requirements are met, including the completion of necessary forms. - Evaluate properties to assess their overall condition and determine insurance risk. - Ensure that all necessary paperwork is completed and filed to establish insurance policies. - Help customers accurately fill out insurance applications, acting as a liaison between them and the insurance company.

Job Requirements

  • Able to communicate effectively in English and Malay. Knowledge of Mandarin is an added advantage.
  • Minimum requirement: 5 credits in SPM or a Diploma/Degree qualification.
  • Must be a team player with a positive attitude and an outgoing personality.
  • Must have own transportation and a valid driving license.

Skills

Communication
Teamwork
Adaptability

Additional Info

Company Activity

Last active - few hours ago

Experience Level

#NoExperienceNeeded

Career Level

Internship

Job Specialisation


Company Profile

New Heart Network Company -logo-image

New Heart Network Company