Wealth Planner

New Heart Network Agency

Full-time Other-General
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Location
kuching, sarawak, Malaysia
Posted
July 27, 2026

Job Description

Job Scopes:

β€’ Attend meetings, seminars, and programs to learn about new products & services.

β€’ Calculate premiums & establish payment methods.

β€’ Report the progress of initiatives to stakeholders.

β€’ Maintain bookkeeping systems, databases, & records.

β€’ Monitor insurance claims.

β€’ Meet customers’ expectation to ensure satisfaction of insurance coverage.

β€’ Fulfill all policy requirements.

β€’ Help clients settle any claims on their insurance.

β€’ Customize insurance programs to suit individual customer needs.

β€’ Ensure that policy requirements are fulfilled, including completion of the appropriate forms.

β€’ Inspect property in order to examine its overall condition and decide its insurance risk.

β€’ Make sure all paperwork is filled out and filed to put insurance policies in place.

β€’ Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and ...