summary

kuala lumpur, wilayah persekutuan
permanent

specialism
sales & marketing
sub specialism
accounts sales & support services
reference number
91M0251208_2713470150125159607

job details

about the company
We are working with a reputable client within the wealth management industry who is currently looking to expand their team. This is an excellent opportunity for individuals who are proactive, organized, and looking to develop a career in client support and policy operations.

about the job ...

Ensure timely preparation and delivery of premium notices and annual policy review packages to clients
Update system records following annual review meetings and track review statuses
Retrieve and input quarterly and annual cash value information into the system
Coordinate with insurance providers to facilitate smooth transfer of necessary documents and data
Prepare customized client presentations and policy comparison materials in support of Consultants
Collaborate closely with internal teams to improve turnaround time and service efficiency

requirements

Ensure timely preparation and delivery of premium notices and annual policy review packages to clients
Update system records following annual review meetings and track review statuses
Retrieve and input quarterly and annual cash value information into the system
Coordinate with insurance providers to facilitate smooth transfer of necessary documents and data
Prepare customized client presentations and policy comparison materials in support of Consultants
Collaborate closely with internal teams to improve turnaround time and service efficiency

requirements

skills
Documentation, Sales Support, Administration
qualifications
no additional qualifications required
education
Associate Degree/Diploma

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yvie wong

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sales support executive.

job details

skills

qualifications

education

share this job.

the application process.

apply with randstad.

we’ll give you a call.

getting you registered.

compliance check.

reference and background check.

the perfect job for you.

the interview.

start your new job.

get in touch

yvie wong

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