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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