Sales Support Executive (HNW Insurance Broker)

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