Jerelyn Choo Jiamin

Develop new business opportunities Build and maintain relationships with clients and prospects Stay current with trends and competitors to identify improvements or recommend new products Collect and analyze information and prepare data and sales reports Build and maintain professional networks Meet with potential or existing clients to determine their needs

Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects. Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. Obtains underwriting approval by completing application for coverage. Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine and medical malpractice.

Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects. Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. Obtains underwriting approval by completing application for coverage. Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine and medical malpractice.

Active follow-up to ensure on-time payment collection. • Solve customers’ queries and perform daily over the counter transaction which includes cash management, account closure, balancing of cash and cheques and remittance handling. • Actively introduce self-service and automated banking channel services to customers and handle all the enquiries and feedback.