Operations Executive at PolicyStreet - Selangor

The Operations Executive is responsible for managing the insurance policy issuance process. This role involves collaborating with customers and insurance providers to ensure accurate and timely processing of insurance policies.

In this position, the Operations Executive will engage in daily interactions with customers to facilitate the issuance of insurance policies. The role requires meticulous attention to detail and effective communication to ensure customer satisfaction and operational efficiency.

Key Responsibilities:

• Manage the insurance policy issuance process to ensure timely delivery.
• Generate accurate quotations for customers based on their needs.
• Prepare cover notes and necessary documentation for policy issuance.
• Collaborate with customers to gather required documents and verify their accuracy.
• Coordinate with insurance providers to obtain necessary approvals.
• Address customer inquiries and manage accounts to maintain satisfaction.
• Contribute to achieving sales and renewal targets as part of the team.