Jason, Ming Hwee Chan
Pulau Pinang
Summary
Dynamic insurance agent with a proven track record at AIA Berhad, excelling in client relations and policy renewals. Skilled in upselling and negotiation, I foster trust through exceptional customer service, ensuring client retention and satisfaction. Committed to professionalism and ethics, I effectively educate clients on life and health insurance needs.
Overview
18
18
years of professional experience
Work History
Insurance Agent
AIA Berhad
12.2020 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Insurance Agent
Prudential Assurance Malaysia Berhad
08.2007 - 11.2020
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Education
Bachelor of Arts - Accounting
University of Bolton
Bolton09-2007
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Client needs analysis
- Client retention
- Life insurance
- Upselling
- Negotiation
- Policy renewals
- Health insurance
Accomplishments
Year 2021 MDRT Achiever
Languages
English
Bilingual or Proficient (C2)
Malay
Advanced (C1)
Chinese (Mandarin)
Intermediate (B1)
Timeline
Insurance Agent
AIA Berhad
12.2020 - Current
Insurance Agent
Prudential Assurance Malaysia Berhad
08.2007 - 11.2020
Bachelor of Arts - Accounting
University of Bolton
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