Sales Support Analyst (Insurance | Up to $5k)

The Opportunity

• Opportunity to work for one of the leading financial service providers and insurance company
• Great exposure to learn about banking products and services domain
• Location at Pasir Panjang

The Job

Administration

1. Channel Administration

• Conduct validation and appointment exercises in accordance to the business rules.
• Maintain registers of advisers with 3rd party licence
• Administer the coding, cessation, and assignment of policies for all Channels.
• Ensure the accuracy and timely delivery of the BAU, assigned tasks, and ad-hoc assignments.
• Ensure that reports are deliver timely and accurately.
• Review and streamline workflow where applicable.
• Review and update of SOP promptly where applicable.
• Assist and handle enquiries professionally and promptly.

1. Annual Fit & Proper Exercise

• Ensure that the Annual Fit & Proper Exercise process is conducted in accordance to the Fit and Proper framework.
• Collate results and proper reporting conducted for any breach of Fit and proper guidelines by advisers.
• Maintain and update the SOP where applicable

1. Other Administrative Matters

• Monthly check on new business submission for suspended advisers
• Monthly Reactivation Exercise
• Administration of Adviser’s Health Benefit and Professional Indemnity entitlement

Projects

• Participate in projects & UAT as required.

The Talent

• Min 2 years of relevant working experience in Insurance industry

• Strong proficiency in Microsoft Excel
• Experience in process automation and workflow improvement is preferred
• Great interpersonal skills and enjoy working in a team
• Strong communication skills (both verbal and written) to interact with stakeholders
• Meticulous to ensure accuracy of deliverables
• Ability to manage multiple priorities effectively in a fast-paced environment
• Ability to work effectively under pressure with tight timeline

Next Steps

• Send your resume to [email protected]
• Email Topic: Insurance Sales Support 

Wu Yue Shan

EA License No: 91C2918

Personnel Registration Number: R25138923