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Operations Executive – PolicyStreet

PolicyStreet
Kuala Lumpur
Salary: Undisclosed
PolicyStreet

PolicyStreet

Financial Services

Role Summary

The Operations Executive is responsible for managing the issuance of insurance policies by handling quotations, cover notes, and customer documentation. This role requires coordination with insurance providers and addressing customer inquiries to maintain satisfaction. The position also involves contributing to team sales and renewal targets.

Job Description

The Operations Executive is responsible for managing the insurance policy issuance process, including generating accurate quotations and preparing cover notes within set timelines. The role involves working closely with customers to gather necessary documents, reviewing them for accuracy, coordinating with insurance providers for approvals, and managing customer accounts to address inquiries and maintain satisfaction. The Operations Executive also contributes to meeting sales and renewal targets as part of team efforts.

Job Requirements

Minimum diploma in business, communications, or a related field.

At least 2 years of experience in a customer service role, preferably handling email and WhatsApp communications.

Proven hands-on experience in insurance issuance is a must.

Experience in the insurance industry is a strong advantage.

Strong attention to detail and excellent organizational skills.

A customer-focused mindset with strong communication and problem-solving abilities.

Self-reliance and adaptability to handle responsibilities independently.

Leadership potential and a desire to grow into a people management role.

Quick Info

Company

PolicyStreet

Location

Kuala Lumpur

Salary

Undisclosed

Skills Required

2 skills

Click to submit your application

Required Skills

1

Administrative Support

2

Data Entry

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