Customer Service Agent - Insurance, Loan and Financing Operations

Customer Service Agent - Insurance, Loan and Financing Operations

Monee Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Responsibilities

• Conduct attestation procedure on all users seeking for loan and financing services on the Shopee platform.
• Process loan and financing product contracts on the LHDN (Inland Revenue Board) STAMPS portal to ensure timely and accurate stamping of all contracts. This includes verifying the authenticity of the users’ personal information on loan application, tabulating contract & stamping details on a daily basis, and ensuring the precision of all submitted contracts on behalf of users.
• Liaise with payments team to initiate payments on the LHDN STAMPS portal to ensure payments are made in a timely manner.
• Consolidate stamped contracts along with the corresponding stamp duty certification on the admin portal, thereby ensuring that users have convenient access to their signed contracts.
• Apply people skills to successfully request for necessary documents from customers to facilitate insurance policies issuance.
• Carefully review documents submitted by customers to verify accuracy and completeness, enabling policy activation.
• Liaise with insurance providers to follow up on pending or escalated cases and ensure timely processing.
• Respond to customer inquiries and complaints via email and ensure that all customer issues are resolved in a timely and satisfactory manner.
• Escalate complex customer issues to the appropriate teams, and follow up to ensure that issues are resolved to the customer\'s satisfaction.
• Stay updated on industry regulations, trends, and best practices related to insurance, financing, loans and customer service.
• Contribute to process improvement initiatives to enhance efficiency and customer satisfaction.

Requirements

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