Full-Time Wealth Planner

New Heart Network Agency – Posted by Bryan Jee – Kuching, Sarawak, Malaysia

Job Description

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