Intern Wealth Planner
Job Summary
The Wealth Planner Intern will attend meetings and seminars to learn about insurance products and services, calculate premiums, and establish payment methods. They will also maintain bookkeeping systems, monitor insurance claims, and meet customers' expectations to ensure satisfaction. Additionally, the intern will help clients settle claims, customize insurance programs, and assist with insurance applications.
Responsibilities
- Attend meetings and seminars to learn about products
- Calculate premiums and establish payment methods
- Monitor insurance claims and maintain records
- Assist customers with insurance applications and claims
Required Skills
- Bookkeeping and database maintenance
- Risk assessment and property inspection
- Customer service and satisfaction management
- Insurance product knowledge
Job Details
Working hour is from Monday–Friday 08:30–17:00
Requirements:
- 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
- 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 and ensure paperwork is completed and filed
- Help clients settle any claims and customize insurance programs to suit individual customer needs
- Inspect property to assess insurance risk
- Assist customers in properly completing insurance applications and act as intermediary between customer and insurance company