Wealth Advisor

Updated: May 23, 2024 03:19 PM GMT

SV Agency

Penampang, Sabah

Job Responsibility
• 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
• Meet customersâ expectations to ensure satisfaction with insurance coverage
• Continuously educate yourself on the industry and learn about new products and services
• Fulfill all policy requirements
• 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
• The tasks sound hard but IT will be much easier if... More Detail