Sales Support Executive – HNW Insurance & Wealth Solutions

The client is a HNW insurance broker firm.

Job responsibilities

• Prepare presentation decks for sales team usage for client engagement
• Assist in gathering relevant information and documentation from clients and relevant stakeholders.
• Maintain service standards to develop and improve customer satisfaction and retention
• Ensure that all customer requests are handled in a timely and consistent manner
• Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
• Support sales team to provide excellent service to high net-worth clients to achieve client retention
• Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
• 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.

Skills and requirements 

• Diploma in Business Administration, Finance, Marketing, or related field.
• At least 3–4 years of experience in a support, coordination, or client service role. 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
• Customer-focused with strong interpersonal and teamwork skills

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112