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A well-established financial services firm is seeking a meticulous Sales Operations Manager to support insurance sales consultants in managing client cases. This role bridges teams and clients, requiring precision in the case management process. Ideal candidates should have at least 2 years of relevant experience in insurance or broking, excellent communication skills, and strong organizational abilities.
Our client is a well-established financial services firm known for delivering tailored insurance solutions to high-net-worth clients. As part of their continued growth, they are seeking a meticulous and proactive Sales Operations Manager to support insurance sales consultants in the end-to-end case management process.
This is a critical role that bridges internal teams, insurers, and clients. You will be responsible for ensuring every case submission is handled with precision and care, enabling consultants to deliver exceptional service and results.
Key Responsibilities:
Requirements
The successful candidate minimum of 2 years of case management experience, ideally gained within the insurance or broking industry. Prior exposure to supporting high-net-worth clientele is highly preferred. You must be comfortable using various insurer platforms to generate proposals and have a working knowledge of underwriting processes to avoid delays during submissions.
This role suits someone who thrives in a fast-paced environment, is naturally organised, and follows through on details. Strong communication skills, a service-oriented mindset, and the ability to juggle competing deadlines are essential. You should also be confident using Microsoft Word, Excel, and PowerPoint to produce polished and accurate documentation.
If you enjoy working behind the scenes to make things happen, and are ready to be part of a tight-knit and collaborative sales operations team, wed love to hear from you.
EA No 23S1936