JOB ID: 1681691

Responsibilities

Support the sales team in identifying potential business opportunities and achieving business objectives.
Provide timely and accurate support in preparing meeting materials, presentations, training decks and other sales-related documentation.
Provide administrative and operational support to the sales team, including completing insurance forms, maintaining records and logging meeting activities.
Develop knowledge of insurance products, application processes and servicing requirements within the HNW market.
Work closely with internal case management and product teams to support the end-to-end sales and application process.
Coordinate with relevant stakeholders to ensure sales-related requests and documentation are followed up in a timely manner.
Participate in internal and external training programmes to develop product, industry and technical knowledge.
Contribute to the improvement of internal processes and operational efficiency.

Requirements

Bachelor's degree or equivalent qualification.
6-8 years of relevant experience, preferably within the banking, insurance or broader financial services industry.
Experience in sales support, client servicing, insurance administration or financial services operations will be advantageous.
Proficient in Microsoft Office applications.
Performance-driven, organised and results-oriented, with the ability to manage multiple priorities.

We regret that only shortlisted candidates will be notified. However, all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771

Insurance Operations Manager (HNW Brokerage)