Job Details
Full Time
Shah Alam
Biru Insuretech
Diploma or Bachelor’s degree in Business Administration, Insurance, Marketing, or a related field.
About the role?
A customer-focused sales professional with strong communication skills and a cooperative attitude. Capable of managing sales operations, customer inquiries, and insurance documentation while working collaboratively with colleagues to achieve company objectives.
Key Responsibilities
- SALES & CUSTOMER MANAGEMENT
- Handle incoming and outgoing calls, emails, and messages related to insurance enquiries.
- Follow up with customers on new and existing insurance projects, including Bateriku Insurance Route User (BIRU).
- Prepare quotations and insurance policy requests based on customer requirements.
- Proactively follow up with customers for policy renewals (vehicle insurance and road tax) prior to expiry dates.
- Build and maintain strong customer relationships to support retention and cross-selling opportunities.
- SALES TARGET & PERFORMANCE
- Achieve individual monthly sales target of minimum RM50,000 gross premium.
- Meet sales targets set by the supervisor, in terms of both quantity and quality.
- Make a minimum of 30 outgoing calls per day for lead follow-up, customer acquisition, and renewal reminders.
- REPORTING & ADMINISTRATION
- Prepare daily and monthly sales reports accurately.
- Monitor and maintain sales records for new and renewal insurance policies.
- Prepare and present detailed reports on new policies, renewals, and insurance costs to the manager.
- Maintain accurate and up-to-date records of all insurance policies and correspondence in the company database.
- PAYMENT & SYSTEM MANAGEMENT
- Prepare and execute insurance-related payments.
- Manage departmental payment records using the accounting system (EPR).
- Manage and respond to customer enquiries via Chatwoot, WhatsApp, and OS Ticket platforms in a timely manner.
- COMPLIANCE
- Ensure all activities comply with company requirements, SOPs, and established guidelines.
Requirements
- High integrity with the ability to foster sincerity and mutual trust.
- Strong communication skills, both verbal and written.
- Good analytical, critical thinking, and problem-solving abilities.
- Ability to analyze information and present clear recommendations to management.
- Proficient in Microsoft Excel for reporting and data tracking.
- Familiar with insurer portals such as Etiqa Takaful, Allianz, and Zurich Takaful.
- Familiar with internal lead management and customer support systems (Chatwoot, OS Ticket).
- Strong teamwork and cooperative attitude.