Insurance Case Manager (Sales operations department) - Up To $7,500 + Bonus

SEARCH PERSONNEL PRIVATE LIMITED; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading recruitment agency in Singapore is seeking a Sales Operations Manager specializing in case management within the insurance sector. The role involves supporting sales consultants, managing policy services, and adhering to internal processes. Ideal candidates will have at least 2-3 years of relevant experience, strong interpersonal skills, and be bilingual in English and Mandarin.

Benefits

Variable Bonus

18-25 Days Annual Leave

Medical Benefits

Qualifications

• Minimum Diploma with at least 2-3 years of case management experience.
• Strong understanding of underwriting requirements.
• Good interpersonal skills with stakeholders.

Responsibilities

• Generate highlights, quotes, and illustrations for sales meetings.
• Provide new business support and after-sales services.
• Handle inquiries from stakeholders promptly.

Skills

Interpersonal Skills

Bilingual in English and Mandarin

Case Management

Understanding of Underwriting Requirements

Education

Diploma

Job description

• Position : Position : Sales Operations Manager (Case management/Insurance/Broking) – 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.

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Chloe Ong

Associate Consulting Director (APAC)

Reg no.: R22105510

EA No: 13C6684