Provide comprehensive sales support to the New Business team and Consultants.
Coordinate medical appointments, prepare necessary documentation, and accurately transfer client information into required forms.
Represent Consultants during clients medical examinations when they are unavailable
Assist with scheduling meetings and medical appointments, managing both new and ongoing application documentation, and ensuring timely policy delivery.
Submit completed application documents to insurance providers.
Maintain adherence to the sales operations process, including updating the system with pipeline activities and logging sales meetings.
Ensure all client documentation is complete, compliant with internal standards, and meets insurance company due diligence requirements.
Oversee the progress of assigned cases through to completion, including proactive follow-ups and negotiations with insurers or underwriters.
Collaborate with Consultants and Servicing Consultants on ad-hoc post-sales service matters.
Work closely with the New Business, Product & Market Intelligence (PMI), and Policy Servicing teams on both new and existing policies.
Prepare customized PowerPoint presentations and product comparisons for client meetings.
JOB REQUIREMENTS;
Degree holder in any discipline
Good people / relationship skill with colleagues, and Consultants
Ability to multi-task and work under extreme deadlines
Good functional and technical knowledge and skills to do the job at a high level of accomplishment
Min 1-2 years of administration, customer service or relationship management experience preferably in insurance or banking industry
Proficiency in English, Malay, Chinese and Cantonese (Added advantage)
