Concierge – Sales Support and Operations

7 days ago


Singapore ASPIRE ALLIANCE (PTE.) LTD. Full time
Roles & Responsibilities

About the Role:
We are seeking a dedicated and organized Concierge to join our team. This role is pivotal in ensuring seamless operational and sales support for our insurance financial agents. You will be the main point of contact for managing calls, coordinating operations, and providing administrative support to enhance the agents' productivity and efficiency.

Key Responsibilities:

Call Management:

o Handle inbound and outbound calls professionally, including client inquiries, appointment scheduling, and follow-ups.

o Relay key messages between clients and agents promptly and accurately.

Operations Coordination:

o Support daily operations by managing calendars, scheduling meetings, and organizing events for agents.

o Ensure compliance with internal processes and regulatory guidelines in all operational activities.

Sales Support:

o Assist agents in preparing sales materials, proposals, and presentations.

o Coordinate with underwriting teams and other stakeholders to expedite client requests and policy processing.

o Maintain up-to-date records of sales activities, client information, and policy details in the CRM system.

Client Relationship Management:

o Provide exceptional customer service by addressing client concerns and escalating issues when necessary.

o Act as a liaison between clients and financial agents to ensure smooth communication and follow-ups.

Requirements:

· Proven experience in a support role, preferably in insurance, financial services, or customer service.

· Strong organizational skills

· Excellent communication skills, both verbal and written.

· Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM tools.

· Customer-focused mindset with a professional and positive attitude.

· Ability to work independently and as part of a team.

What We Offer:

· Competitive salary within the range of $2,500 - $3,500, commensurate with experience.

· A supportive work environment with opportunities for career growth.

Tell employers what skills you have

Excellent Communication Skills
Microsoft PowerPoint
Microsoft Office
Microsoft Excel
Inventory
Office Management
Administration
Data Entry
Office Administration
Administrative Support
Customer Service
Scheduling
Appointment Scheduling
Databases
Able To Work Independently

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