 Manage and prepare correspondences, quotations, billings and all reports. Prepare Delivery Orders, Purchase Orders, Shipping documents and Invoices. Liaise with suppliers/ contractors/clients. Perform general administrative duties (updating, scanning, printings, mailing, filing) Follow up with customers on outstanding order fulfilment Arrange and schedule time for drivers to do delivery  Control and monitoring of project operation

 Spent ample time with each customer, going over and explaining documents to ensure that key information was understood Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations Completed coverage applications to obtain underwriting approvals Upsold additional products and services after identifying customer needs and requirements Approached potential clients by using direct marketing techniques, including mailings and phone contacts Developed and maintained long-term relationships with policyholders and small business entities Maintained high standards of customer service by building relationships with clients Preparation of various relevant documentation required for insurance placement including quotation slip, placement slip, schedules and calculations, cover notes/ policy and endorsements

 Manage daily operations, including processing new business applications and monitoring production  Monitoring respective clients’ statement of account regularly and ensuring that any outstanding payments are collected from client  Assist in communication with insurance company on all company insurance related matter Touch base and follow up with existing customer on their renewal  Handle customers’ complaints & compliments, enquiries via different platform (internal and external), liaising with relevant department on the issue Ensure that all feedback is resolved in a timely manner  Handle product presentation and customer service  Update customer database and assist in marketing activities Back up other team member to ensure service continuity Provide each customer detailed explanation to ensure that key information is well understood

 Phone call and emails with insurance agent for claim progress Liaise with customer for follow up Responsible for all general administrative  Purchase office equipment, stationeries and pantry items In charge of postage matter  Post advertisements  Data entry, maintain filling system Prepare forms, posters and notices for campaign  Preparation and carry out JPJ transfer ownership field work and documentation of work done.