PR/159214 | Associate, Sales Operation (Insurance)

JOB RESPONSIBILITIES: 

• Provide comprehensive sales support to the New Business team and Consultants.
• Coordinate medical appointments, prepare necessary documentation, and accurately transfer client information into required forms.
• Represent Consultants during clients’ medical examinations when they are unavailable  
• Assist with scheduling meetings and medical appointments, managing both new and ongoing application documentation, and ensuring timely policy delivery.
• Submit completed application documents to insurance providers.
• Maintain adherence to the sales operations process, including updating the system with pipeline activities and logging sales meetings.
• Ensure all client documentation is complete, compliant with internal standards, and meets insurance company due diligence requirements.
• Oversee the progress of assigned cases through to completion, including proactive follow-ups and negotiations with insurers or underwriters.
• Collaborate with Consultants and Servicing Consultants on ad-hoc post-sales service matters.
• Work closely with the New Business, Product & Market Intelligence (PMI), and Policy Servicing teams on both new and existing policies.
• Prepare customized PowerPoint presentations and product comparisons for client meetings.

JOB REQUIREMENTS;

• Degree holder in any discipline 

• Good people / relationship skill with colleagues, and Consultants 

• Ability to multi-task and work under extreme deadlines 

• Good functional and technical knowledge and skills to do the job at a high level of accomplishment 

• Min 1-2 years of administration, customer service or relationship management experience preferably in insurance or banking industry

• Proficiency in English, Malay, Chinese and Cantonese (Added advantage) 

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