Sales Operations Manager/Senior Manager Ref FSE230007

 

Salary Market Aligned

Location Singapore

Consultant Jun Lim (R1329913)

Job Ref FSE230007

Date posted 1 May 2024

Our client is an MNC conglomerate that specialises in providing bespoke insurance planning and wealth management solutions to high net worth clients worldwide.

The Role

This is a dynamic and exciting role reporting directly to the Sales Operations Director. In this position, you will act as the primary liaison with insurers and sales consultants, providing hands-on end-to-end management of insurance applications.

Key Responsibilities

  • Generate highlights, quotes, and insurer's illustrations for sales consultants’ meetings

  • Provide support for new business sales and after-sales policy services for sales consultants

  • Follow internal processes and ensure proper documentation is obtained and filed in CRM

  • Coordinate pre-case submission tasks, including 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 facilitate policy inception

  • Manage monthly bank reporting

  • Handle inquiries from internal and external stakeholders promptly

  • Perform other ad-hoc duties as required by the immediate supervisor within the Sales Operations Department

Key Requirements

  • Minimum 2-3 years of case management experience with high net worth clients, preferably in the insurance broking or insurance industry

  • Able to adapt to using different software to generate insurer’s illustrations

  • Strong understanding of different underwriting requirements from the insurers to submit cases efficiently

  • Possess the functional and technical knowledge and skills necessary to excel in the role

  • Good interpersonal skills with internal and external stakeholders

  • Capable of working under tight deadlines, producing efficient work in a multi-task environment

  • Highly organised and pro-active in following up on cases and daily tasks

  • Meticulous with the ability to maintain precision and accuracy

  • Effective in coping with changes, can shift gears comfortably, and able to handle uncertainties

  • Strong verbal and written communication skills

  • Competent in Microsoft Office applications, including Word, Excel and PowerPoint

  • Licensed in CMFAS Module 5, 9, 9A and HI (preferably not a must)

  • Proficient in English and Chinese (both written and spoken)

If you believe you fit the requirements for the role, please click the APPLY NOW button. Please indicate your notice period in your CV (preferably in Word format). Data provided is for recruitment purposes only.

We thank you for your interest in this position and regret that only shortlisted candidates will be notified.

Apply now to learn more.


 
Financial ServicesProfessional SearchSales Operations