Responsibilities
1. Presentation & Communication Materials
- Prepare high-quality presentation materials for client meetings, internal reviews, and external engagements.
- Create clear, visually appealing illustrations and comparisons (e.g., insurance solution, product comparisons, financial projections).
2. Client Onboarding Support
- Coordinate and arrange medical examinations for clients as required in the insurance application process.
- Facilitate smooth client experiences during medical exams and other related procedures.
3. Client & Partner Liaison
- Assist in gathering relevant information and documentation from clients and referral partners.
- Support communication and follow-ups to ensure timely responses and document submission.
4. Sales & Prospecting Support
- 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.
5. Insurance Application Administration
- Provide administrative support for insurance applications, ensuring completeness and accuracy.
- Coordinate with Sales Operations Team and other third parties to manage application timelines and requirements.
6. Meeting Coordination & Follow-up
- Arrange and prepare for meetings with clients and referral partners.
- Follow up on action items, and ensure all stakeholders remain aligned.
Requirements
- Diploma or Degree in Business Administration, Finance, Marketing, or related field.
- At least 3-4 years of experience in a support, coordination, or client service role (insurance or financial services industry preferred).
- 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
- Detail-oriented with a high level of accuracy
- Customer-focused with strong interpersonal and teamwork skills
- Proactive, reliable, and discreet with sensitive information
