Sales Support Executive (HNW Insurance Broker)

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles. The client is a HNW insurance broker firm. Job Responsibilities • Draft visual pitch books and materials for account executives to use during client meetings • Assist in gathering relevant information and documentation from clients and relevant stakeholders. • Maintain service standards to develop and improve customer satisfaction and retention • Guarantee that all consumer inquiries and demands are resolved quickly and uniformly • Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements • Assist account managers in delivering premium service to affluent accounts to secure ongoing loyalty • Collaborate with patrons, internal operations, and vendor networks to guarantee swift document handling and execution of consumer needs • Help in organizing and executing client prospecting activities, including lead tracking and initial outreach. • Manage ongoing communication and calendar scheduling for potential and current clients alongside corporate associates. Skills & 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. • Possess exceptional structural and scheduling capabilities, demonstrating the capacity to handle diverse duties independently • Proficient in Microsoft Office (Word, Excel, PowerPoint) • Demonstrate superior written and spoken communication capabilities • Customer-focused with strong interpersonal and teamwork skills By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.