Sales Operations Manager (Insurance/Financial Sales Policy/Case Management) - Up To $7,500

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

Job summary

An integrated insurance and broking firm in Singapore is seeking a Sales Operations Manager to support sales consultants with new business and after-sales services. Responsibilities include generating quotes, coordinating submissions, and managing inquiries from stakeholders. The ideal candidate has a diploma, 2-3 years of case management experience, and is bilingual in English and Mandarin. This permanent position offers a salary of up to $7,500 plus bonuses and benefits.

Benefits

Medical Benefits

18-25 days annual leave

Variable bonus

Qualifications

• Minimum Diploma with at least 2-3 years of case management experience with HNW clients in insurance broking.
• Good interpersonal skills with stakeholders.
• Bilingual in English and Mandarin.

Responsibilities

• Generate highlights/quotes/insurer’s illustrations for meetings.
• Provide sales support and after-sales service for consultants.
• Coordinate pre-case submission tasks such as medical bookings.

Skills

Interpersonal skills

Bilingual (English and Mandarin)

Understanding underwriting requirements

Education

Diploma

Job description

• Position : Sales Operations Manager (Insurance/Financial Sales Policy/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 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