3 Sales Insurance jobs found

Key Responsibilities:Prepare high-quality presentation materials for client meetings, internal reviews, and external engagements.Build and maintain strong relationship with all key stakeholders (Consultants as well as private bankers and clients)Arrange and conduct the Customer Policy Annual Review, following up requests from customers and internal departments to ensure quality and efficient service deliverablesAssist in gathering relevant information and

Key Responsibilities:Provide routine case management for New Business and Policy Servicing request and to obtain sufficient information and documentation from clients for review cases and Underwriting requirementsEnsure effective process efficiency, policy insurance & renewal, client relations, and undertake other duties as may be requiredReviewing all applications involving a wide variety of insurance needs and unique personal circumstances of the client,

Role Overview:This role responsible for providing all administrative support to sales team.Key responsibilities:End-to-End Support: Manage the application process from the initial quote through to the final policy activation.Coordination: Act as a central point of contact between banks, insurance providers, and clients to ensure clear communication.Medical Logistics: Arrange all necessary medical check-ups and accompany clients to appointments when require