ZURIKA WARNI JANTAN

Work History

HONG LEONG MSIG TAKAFUL

IPOH, MALAYSIA

03.2021 - Current

Tracked all pending authorizations to resolve discrepancies and avoid revenue loss.
Followed up on denials, late payments, extensions and other special circumstances.
Researched and resolved routine and complex issues.
Communicated effectively with staff, including members of operations, finance and clinical departments.
Processed eligibility and benefits verification and authorization requests.
Maintained confidentiality of patient finances, records and health statuses.
Resolved discrepancies in insurance payments by collaborating with carriers.
Presented insurance options to customers in order to close sales on new policies.
Reviewed outstanding requests and redirected workloads to complete projects on time.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Upsold additional products and services after identifying customer needs and requirements.

Kenanga Investment Bank Berhad

IPOH, MALAYSIA

02.2021 - Current

Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment.
Developed and maintained courteous and effective working relationships.
Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
Actively listened to customers' requests, confirming full understanding before addressing concerns.
Used coordination and planning skills to achieve results according to schedule.
Carried out day-day-day duties accurately and efficiently.
Served customers in a friendly, efficient manner following outlined steps of service.
Adhered to social distancing protocols and wore mask or face shield at all times.
Conducted research, gathered information from multiple sources and presented results.
Prepared a variety of different written communications, reports and documents to ensure smooth operations.

PRUDENTIAL BSN TAKAFUL BERHAD

IPOH, MALAYSIA

12.2010 - 03.2021

Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Provided coverage option information to assist clients in protecting assets.
Exceeded corporate quotas for monthly policy sales.
Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
Met with customers to provide information about available products and policies.

PUBLIC MUTUAL BERHAD

IPOH, MALAYSIA

11.2018 - 02.2021

Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand.
Created plans and communicated deadlines to ensure projects were completed on time.
Developed team communications and information for meetings.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.