Sales Operation Manager (Insurance/Investment/Case Management) - Up to $7,500

Search Personnel; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A recruitment agency in Singapore is seeking a Sales Operations Manager. The role involves generating sales support documentation, managing case submissions, and liaising with clients. Ideal candidates will have 2-3 years of experience in case management, preferably in the insurance sector, and must be bilingual in English and Mandarin. This permanent position offers a competitive salary of up to $7,500 with additional benefits including bonuses and medical coverage.

Benefits

Variable Bonus

18-25 days annual leave

Medical Benefits

Qualifications

• 2-3 years of case management experience with HNW clients in insurance broking.
• Ability to liaise with Mandarin-speaking associates.

Responsibilities

• Generate highlights and insurer illustrations for meetings.
• Provide sales and policy services support.
• Follow documentation processes in CRM.
• Co-ordinate medical bookings and application forms.
• Handle case submissions and banking reports.
• Address inquiries from stakeholders.
• Perform ad-hoc duties in Sales Operations.

Skills

Interpersonal skills

Understanding underwriting requirements

Bilingual in English and Mandarin

Education

Diploma

Job description

• Position : Sales Operations Manager (Financial/Investment/Insurance/Case Management) - 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 WFH Per Month)

• Salary (commensurate with experience) : Up to $7,500 + Variable Bonus + 18-25 days annual leaves + Medical Benefits

• Duration : Permanent

• Industry : Insurance Brokerage

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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***We do not charge our candidates any referral fee nor bind them with any contract.***

Chloe Ong

Associate Consulting Director (APAC)

Reg no.: R22105510

EA No: 13C6684

Thank you for your interest in this position. Our shortlisting period is 3 working days. Only shortlisted candidates will be contacted for further consideration.

If you do not receive communication from us within this timeframe, it's likely that your application has not been shortlisted by our client. In such cases, we recommend that you continue your job search to maximize your opportunities. We wish you all the best and should we have any suitable roles that match your experiences/ qualifications/ preferences, we will reach out to you.