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Fleet Account Coordinator
3 weeks ago
As an Operations Assistant, you will be responsible for managing fleet accounts, processing endorsements, adding or removing vehicles, and ensuring proper documentation and records upon policy issuance.
Additionally, you will schedule renewal follow-ups with existing clients, prepare new quotations, compile Excel listings for insurer quotations, and update the customer database.
- Key Responsibilities:
- Manage fleet accounts, including processing endorsements and adding/removing vehicles.
- Schedule renewal follow-ups with existing clients before policy expiry.
- Prepare new quotations and compile Excel listings for insurer quotations.
- Ensure proper documentation, records, and filing upon policy issuance.
- Attend to customers' and partners' insurance-related queries.
- Update and maintain accurate customer database.
Requirements
The ideal candidate should possess the following skills and qualifications:
- Minimum ITE qualification.
- General Insurance (GI) Certification is an added advantage (can be obtained during on-the-job training).
- Interest or experience in motor insurance or motor fleet operations is preferred.