Insurance Planner

Responsibilities

• Evaluate a client's current situation and potential future risks to identify the most appropriate insurance coverages.
• Advise, explain, and present various insurance products ensuring the client understands the terms and conditions.
• Assist clients in completing applications accurately and submit them to underwriters to secure approval.
• Guide clients through the claims process and help them collect benefits when a claim is met.
• Uphold legal responsibilities, including loyalty, fairness, and honesty while acting in the best interest of the client and the insurer.
• Build and maintain strong relationships with clients through regular communication, policy reviews, and customer service.

Requirements

Job Types : Full-time, Part-time, Permanent, Internship, Fresh graduate

Pay : RM2, RM8,000.00 per month

Expected hours : 8 per week

Benefits :

Education :

Language :

Willingness to travel :

Work Location : In person