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Sales & Policy Operations Manager (Non-Sales Role/Backend Support) - Up To $7500

Search Personnel

Singapore

On-site

SGD 60,000 - 80,000

Full time

5 days ago
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Job summary

A leading insurance brokerage is seeking a Sales & Policy Operations Manager for backend support roles. Responsibilities include generating quotes, managing case submissions, and supporting sales consultants. Ideal candidates will have a diploma, experience with HNW clients, and strong interpersonal skills. This permanent role offers competitive salary and benefits in a supportive environment.

Benefits

Variable Bonus
18-25 days annual leave
Medical Benefits

Qualifications

  • Minimum 2-3 years of case management experience.
  • Experience with high-net-worth clients preferred.
  • Strong understanding of underwriting requirements.

Responsibilities

  • Generate insurer's illustrations for sales meetings.
  • Provide sales support and manage after-sales policy services.
  • Coordinate pre-case submission tasks and documentation.

Skills

Interpersonal Skills
Bilingual (English and Mandarin)

Education

Minimum 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 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.

Email to:chloe@searchpersonnel.com.sg

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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.

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