Sales Support Manager
We are seeking a meticulous and proactive Sales Support Manager to support our insurance sales team. This role is essential in ensuring smooth daily operations, handling administrative tasks, and providing excellent support to both the sales team and clients.
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Key Responsibilities
- Administrative Support
- Manage and maintain client records, policy documents, and databases.
- Prepare and process insurance applications, claims, and policy amendments.
- Ensure compliance with regulatory requirements (MAS/PDPA).
- Sales Team Support
- Coordinate schedules, meetings, and appointments for advisors.
- Assist in preparing sales materials, proposals, and presentations.
- Track and monitor sales performance, targets, and reporting.
- Client Servicing
- Handle client enquiries, follow-ups, and service requests.
- Coordinate medical check-ups, document submissions, and policy renewals.
- Provide timely updates to clients on policy status and claims.
- Operations & Reporting
- Maintain accurate filing systems (digital and physical).
- Generate reports on sales activity, pipeline, and team performance.
- Support marketing and client engagement activities (seminars, roadshows, campaigns).
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Requirements
- Prior experience in insurance, financial services, or sales support role preferred.
- Proficient in Microsoft Office (Word, Excel, Outlook, Teams) / Google Workspace, Zoom, Canva
- Strong organizational skills with attention to detail.
- Good communication and interpersonal skills.
- Ability to multitask and work independently in a fast-paced environment.
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Working Hours & Benefits
- Full-time: Monday to Friday, office-based.
- Supportive and collaborative team environment.
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