Middle Office Manager - Insurance Onboarding & Ops Lead

Talentvis Singapore Pte Ltd.

Singapore

On-site

SGD 56,000 - 100,000

Full time

5 days ago
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Job summary

Talentvis Singapore Pte Ltd is looking for an Assistant Manager / Manager, Middle Office to support insurance operations, client onboarding, application administration and coordination with internal teams and external partners.

The role requires a Diploma or Degree in Business/Finance/Marketing or related, with 3–4 years of experience in support or client services, preferably in insurance or financial services.

Qualifications

  • Diploma or Degree in Business, Finance, Marketing or related discipline.
  • 3–4 years of experience in support, coordination or client servicing roles, preferably within insurance or financial services.
  • Familiarity with insurance products and application processes is an advantage.
  • Proficient in Microsoft Office, particularly Excel, Word and PowerPoint.
  • Strong organisational, communication and interpersonal skills.
  • Detail-oriented, proactive and able to manage multiple tasks independently.

Responsibilities

  • Prepare presentation materials, insurance product comparisons and financial illustrations.
  • Coordinate client onboarding activities, including medical examinations and documentation.
  • Liaise with clients and referral partners to gather information and follow up on requirements.
  • Support prospecting activities, lead tracking and meeting arrangements.
  • Assist with insurance applications, ensuring accurate documentation and timely processing.
  • Work closely with Sales Operations and external parties to coordinate application requirements.
  • Arrange client meetings and follow up on outstanding action items.

Skills

Organisational skills
Communication skills
Interpersonal skills
Multitasking

Education

Diploma or Degree in Business/Finance/Marketing or related

Tools

Excel
Word
PowerPoint

Job description

Talentvis Singapore Pte Ltd is looking for an Assistant Manager / Manager, Middle Office to support insurance operations, client onboarding, application administration and coordination with internal teams and external partners.

The role requires a Diploma or Degree in Business/Finance/Marketing or related, with 3–4 years of experience in support or client services, preferably in insurance or financial services.

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