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Wealth Planner

New Heart Network Agency · Kuching, Sarawak

📅 12/08/2026
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Job Scopes: • Attend meetings, seminars, and programs to learn about new products & services. • Calculate premiums & establish payment methods. • Report the progress of initiatives to stakeholders. • Maintain bookkeeping systems, databases, & records. • Monitor insurance claims. • Meet customers’ expectation to ensure satisfaction of insurance coverage. • Fulfill all policy requirements. • Help clients settle any claims on their insurance. • Customize insurance programs to suit individual customer needs. • Ensure that policy requirements are fulfilled, including completion of the appropriate forms. • Inspect property in order to examine its overall condition and decide its insurance risk. • Make sure all paperwork is filled out and filed to put insurance policies in place. • Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company. Requirements: • Minimum at least 5 credits in SPM • Fresh Graduate encourage to join us • Able to communicate in Malay & English (Knowing mandarin would be an advantage) • Able to work in a team, willing to learn & an outgoing person • Required to have own transportation & driving license
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