Customer Service Executive Klang Branch

Responsibilities

• To provide prompt, courteous and satisfactory customer service to conserve existing policyholders and agents whilst preserving the confidentiality of customer information.
• Responsible for the day to day operation in respect of collection of funds, issuance of receipt, reconciliation and cancellation of receipts.
• To process New Business application from agents by performing data entry, quality check and scanning.
• To process and approve policy loan applications from customers according to the MCIS Authority Manual and within internal turnaround time.
• To process and approve investment linked partial withdrawal, full withdrawal and switching according to the MCIS Authority Manual and within internal turnaround time.
• To process all surrender request in a timely manner within internal turnaround time.
• To register claim applications at branch level according to internal standard operating procedure and within internal turnaround time.
• Ensure all servicing request from customers are scanned and indexed into the imaging system.
• To assist as a relief staff in any other branch or Head Office as required by the management.
• Ensure all management reports are submitted on a timely basis without fail according to the timelines / schedule stipulated.
• Ensure active participation in policy conservation activity for direct method of payment, surrender and lapse policies.
• To actively promote the direct channel products to all, walk in customers.
• To undertake any other tasks assigned by the Superior from time to time and provide any service required by the sales team or Business Development Manager.

JOB REQUIREMENTS

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