Sales & Policy Operations Manager (Non-Sales Role/Backend Support) - Up To $7,500

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

Job summary

A well-established company in Singapore is seeking a Sales & Policy Operations Manager for backend support. In this role, you'll assist sales consultants with case management, documentation, and customer inquiries. The ideal candidate should have a Diploma and 2-3 years of experience within the insurance industry, along with strong interpersonal skills and bilingual capabilities.

Benefits

18-25 days annual leave

Medical Benefits

Variable Bonus

Qualifications

• Minimum Diploma with 2-3 years of case management experience in insurance broking or industry.
• Ability to liaise with HNW clients and handle multiple inquiries.

Responsibilities

• Generate quotes and insurer's illustrations for sales consultants.
• Provide support for new business sales and after-sales policy services.
• Co-ordinate internal documentation and case submissions.

Skills

Interpersonal skills

Understanding of underwriting requirements

Bilingual (English and Mandarin)

Education

Diploma

Job description

• Position : Sales & Policy Operations Manager (Non-Sales Role/Backend Support) - 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