Sales support executive
Kuala Lumpur
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
- skills
- qualifications
- education
Associate Degree/Diploma
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