Sales Support Executive (HNW Insurance Broker)

BEATHCHAPMAN (PTE. LTD.); Singapore; On-site; SGD 45,000 - 65,000; Full time

Job summary

BEATHCHAPMAN (PTE. LTD.) is seeking a dedicated professional to support their high net-worth insurance brokerage team. Responsibilities include preparing presentation decks, managing client documentation, and enhancing customer satisfaction through service standards.

The ideal candidate will possess a Diploma in Business Administration or a related field, alongside 3-4 years of relevant experience. Strong organizational, communication skills, and proficiency in Microsoft Office are essential.

Qualifications

• 3-4 years of experience in a support, coordination, or client service role.
• Familiarity with insurance application processes is a strong advantage.
• Able to multitask with minimal supervision.

Responsibilities

• Prepare presentation decks for client engagement.
• Gather relevant information from clients and stakeholders.
• Maintain service standards to improve customer satisfaction.

Skills

Organizational skills

Communication skills

Proficient in Microsoft Office

Education

Diploma in Business Administration, Finance, Marketing, or related field

Job description

Job responsibilities

• Prepare presentation decks for sales team usage for client engagement
• Assist in gathering relevant information and documentation from clients and relevant stakeholders.
• Maintain service standards to develop and improve customer satisfaction and retention
• Ensure that all customer requests are handled in a timely and consistent manner
• Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
• Support sales team to provide excellent service to high net-worth clients to achieve client retention
• Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
• Help in organizing and executing client prospecting activities, including lead tracking and initial outreach.
• Support follow-up and meeting scheduling with prospective and existing clients and partners.

Skills and requirements

• Diploma in Business Administration, Finance, Marketing, or related field.
• At least 3–4 years of experience in a support, coordination, or client service role. Familiarity with insurance application processes and terminology is a strong advantage.
• Strong organizational and time-management skills; able to multitask with minimal supervision
• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Excellent written and verbal communication skills
• Customer-focused with strong interpersonal and teamwork skills

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112