Sales Operations Manager

4 days ago

Singapore SEARCH PERSONNEL PRIVATE LIMITED Full time
Roles & Responsibilities
  • Position : Sales Operations Manager (Insurance/Sales Policy/Case Management) - 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 Per Month)
  • Salary (commensurate with experience) : Up to $7,500 + Variable Bonus + 18-25 days annual leaves + Medical Benefits
  • Duration : Permanent
  • Industry : Integrated Insurance/Broking/Financial Planning

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

Do visit www.facebook.com/search.personnel for more job listings.

***We do not charge our candidates any referral fee nor bind them with any contract.***

Chloe Ong

Associate Consulting Director (APAC)

Reg no.: R22105510

EA No: 13C6684

Tell employers what skills you have

CRM
Sales
Aftersales
Ability To Work Independently
Listings
Underwriting
Sales Operations
Consulting
Case Management
KYC
Insurance Brokerage

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