SIEW MEI LOW
FINANCIAL
Kuala Lumpur
Summary
Dynamic insurance agent with a proven track record at Hong Leong Assurance Berhad, adept at customizing policies to meet client needs. Bilingual in Mandarin and English, I excel in building relationships and enhancing customer satisfaction. Recognized for efficiently managing policy renewals and conducting comprehensive coverage reviews to ensure optimal protection.
Overview
18
18
years of professional experience
Work History
INSURANCE AGENT
Hong Leong Assurance Berhad
09.2018 - Current
- Cold calling potential customers and recommended appropriate insurance coverage.
- Interview prospective clients to get data about their financial resources and discuss existing coverage.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Explain the features of various policies.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Customize insurance programs to suit individual clients.
- Handle policy renewals.
- Help policyholders settle claims.
Account Clerk/Typist
VANITY JEWELLERY SDN. BHD.
12.2006 - 08.2018
- Supported the maintenance of accurate financial records with thorough documentation and record-keeping practices.
- Evaluated vendor invoices against purchase orders, investigating any discrepancies and ensuring timely payment processing.
- Collaborated with colleagues to identify opportunities for process improvements within the accounts department.
- Collaboration with Hong Kong counterpart for import jewellery.
- Preparing claims and expenses of staffs.
Education
SMK Sri Sentosa
KUALA LUMPURSkills
MANDARIN
Timeline
INSURANCE AGENT
Hong Leong Assurance Berhad
09.2018 - Current
Account Clerk/Typist
VANITY JEWELLERY SDN. BHD.
12.2006 - 08.2018
SMK Sri Sentosa
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