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Key Result Areas
Key Accountabilities
Sales & Target Achievement
Identify and develop new business opportunities for Individual Life Takaful through direct clients, bancatakaful partners, and brokers.
Achieve assigned sales targets and contribute to overall portfolio growth.
Actively promote Individual Life products and educate clients on benefits, terms, and contribution structures.
Support cross-selling and upselling initiatives to increase client value.
Relationship Management
Build and maintain long-term relationships with existing and potential clients.
Assist in onboarding new bancatakaful partners and support relationship development with assigned brokers and financial advisors.
Provide timely and accurate responses to client queries and service requests.
Proposal & Documentation Support
Assist in preparing client proposals, benefit illustrations, and product presentations.
Coordinate with underwriting, operations, and finance teams for policy issuance and processing.
Ensure all documentation is complete, compliant, and submitted as per the defined Service Level Agreements (SLA).
Market Research & Insights
Gather client and competitor insights to support the development of sales strategies.
Monitor market trends and client feedback to suggest potential product improvements.
Client Servicing & Retention
Follow up on renewals and persistency cases to ensure client retention and satisfaction.
Support reinstatement and servicing requests for Individual Family policies (endorsements, fund switch, surrender, partial withdrawal, etc.).
Job ID: 151174107