Internship Wealth Planner
Job Summary
The Wealth Planner Intern will assist in managing insurance products and services, acting as an intermediary between customers and the company. The role involves processing applications, maintaining accurate records, and ensuring client satisfaction by customizing insurance programs. Interns will participate in professional development programs to gain industry knowledge and skills.
Responsibilities
- Manage insurance applications and documentation
- Calculate premiums and maintain records
- Assist clients with insurance claims
- Consult on customized insurance programs
Required Skills
- English and Malay proficiency
- SPM credits or Diploma/Degree
- Teamwork and communication skills
- Possess own transport and license
Job Details
Responsibilities:
- 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.
- Monitor insurance claims and help clients settle them.
- Meet customers’ expectations to ensure satisfaction of insurance coverage.
- Continuously educate yourself on the industry and learn about new products and services.
- Fulfill all policy requirements, including completion of appropriate forms.
- Customize insurance programs to suit individual customer needs.
- Inspect property to examine its overall condition and decide its insurance risk.
- Ensure all paperwork is filled out and filed to put insurance policies in place.
- Assist customers in properly completing insurance applications.
Requirements:
- Can communicate in English and Malay (Knowing Mandarin would be an advantage).
- Minimum at least 5 credits in SPM or Diploma/Degree.
- Able to work in a team and maintain an outgoing personality.
- Required to have own transportation and driving license.