Servicing Office Agent

Job Description

Customer Service and Sales

· Managing direct walk-in customers, providing information about insurance products and services

· Handling enquiries including NCD, MMIP, complaints and claims from customers

· Manage issuance and reporting for MyEG transactions, including processing of road tax renewals (if applicable)

· Responsible to manage and meet the counter's sales target

· Boost up sales of personal line product in achieving the set target

· Responsible in monitoring counter's customers retention

Operational support

· Handling business transactions, collection of premium payments, and issuance of receipts at branch level

· Process cancellations, endorsements, refunds, and non-motor policy e-cover notes

· Prepare daily sales report, ensuring end-of-day balancing of and banking in money in accordance with company procedures

· Conduct daily recording of cash, cheques and receipts