COMPANY OVERVIEW
Our client is one of the world's trusted global insurance broker and they are looking for a talent in Sales Operations Department.
Job Responsibilities
- Assist the Consultants in sales support work
- Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements
- Attend client’s medical examinations or other client’s meetings in Consultant’s absence (face to face with clientele)
- Liaise with Bankers and clients for meetings, medical arrangements, new & ongoing application documentation and policy delivery
- Submission of application documentation to insurance companies
- Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems
- Ensure client documentations are complete, aligned and satisfied with internal & insurance company compliance and due diligence
- Manage and bring all the cases under care into completion (includes follow-up/ negotiation with insurers/ underwriters)
- Work with Consultants and Client Servicing to ensure prompt preparation and completion of annual reviews
- Work closely with Illustration and Inforce Team on a day to day basis on new and existing policies
- Prepare specific client’s power point presentation and product comparison for client’s meeting
Job Requirements
- Degree holder in any discipline
- Good people / relationship skill with Clients, Bankers 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
- Good interpersonal skill and working closely with Consultants and colleagues to improve inception ratio
- Able to build appropriate rapport & use diplomacy and tact
- Highly organized and proactive in following up cases and also daily work
- Effectively cope with changes
- Min 3-5 years of customer service and / or relationship management experience with HNW clients preferably in insurance or banking industry
We regret to inform that only shortlisted candidates will be notified.
Appreciate your understanding. Candidates require visa need not to apply.
Appreciate your understanding. Candidates require visa need not to apply.
EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel: R1872520
EA Personnel Name: Lum Yu Ru
EA Licence: 90C3026
EA Personnel: R1872520
EA Personnel Name: Lum Yu Ru