Position : Sales Operation Manager (Investment/Case Management/Family Office) - Up to $7,500
Location : CBD – Robinson Road (Nearest MRT: Shenton Way & Tanjong Pagar)
Working hours : Monday to Friday | 9am to 5.45pm (with 2 days WFH Per Month)
Salary (commensurate with experience) : Up to $7,500 + Variable Bonus + 18-25 days annual leaves + Medical Benefits
Duration : Permanent
Industry : Insurance Brokerage
Main Responsibilities:
Generate highlights/quotes/insurer’s illustrations for sales consultants’ meetings.
Provide new business sales support and after-sales policy services support for sales consultants.
Follow internal processes and ensure proper documentation are obtained and filed in CRM
Co-ordinate pre-case submission tasks - medical bookings, preparing internal KYC documentations and insurer’s application forms.
Handle new business case submissions to different insurers and work closely with sales consultants to policy inception.
Handle monthly bank’s reporting.
Handle inquiries from internal and external stakeholders and ensure they are answered promptly.
Ad-hoc duties assigned, within the Sales Operations Department.
Requirements:
Minimum Diploma with at least 2-3 years of case management experience with HNW clients preferably in the insurance broking or insurance industry.
Good interpersonal skill with internal and external stakeholders.
Strong understanding of different underwriting requirements from the insurers to submit cases efficiently.
Bilingual in English and Mandarin to liaise with associates who can only speak mandarin.
Email to: chloe@searchpersonnel.com.sg
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