Sales Operations Support Executive

Job description

We are looking for a Sales Operations Support Executive to provide support in business submission reporting (Life, Investment, General Insurance, Services & Fees applications).

As a Sales Operations Support Executive, your role includes:

·  Providing pre and post- sales support / administration
·  Attend to all submission-related enquiries, feedbacks and complaints for Life, Investments and Fees & Referral submissions
·  Ad-hoc Projects / Assignments

1. Pre-sale and Post-sale Support

·  Attend to all submission-related enquiries, feedbacks and complaints for Life, Investments and Fees & Referral submissions
·  Handle Email (administer PIAS New Business Enquiry Mailbox), Calls and Walk-ins as necessary for current ~1,000 advisers
·  Investigate, highlight issues/gaps and offer solutions for feedback on service lapses
·  For incomplete submission, to send out emails to inform advisers accordingly.
·  Liaise with internal departments and/or all Life and Investment providers on submission-related issues
·  Follow-up on Compliance cases: e.g. when advised by Compliance, to pull out hardcopy applications to HOLD, inform advisers on additional requirements (such as ECDD Form) etc.
·  QA Checking of hardcopy applications
·  Un-matched Lodgments vs Commission files
·  DocuShare enquiries

2. Ad-hoc Projects / Assignments

·  System Migration, Data Cleaning

3. Backup Processor

·  Life & Investment hardcopy lodgment when team members on Leave/MC, during high volumes or when most team members WFH due to SMM Guidelines

Education Qualifications

·  Minimum Degree

Required Capability

·  Proficient in MS Office Application, particularly in Microsoft Excel (Intermediate - Advanced Level)
·  Life Insurance with 2-4 years of Customer Service experience preferred
·  Strong analytical and numerical skills.
·  Strong team player
·  Strong organization and communication skills.
·  Ability to work in a high volume, fast paced environment
·  Strong ability to meet strict deadlines, puts extra effort in when required
·  Identifies problems and provides practical solutions
·  Accuracy and an eye for detail
·  Takes pride in delivering what is promised in line with customer and service expectations

Apply now and we will be in touch!