Executive, Operations

• Act as key contact to brokers and clients for defined book of business in relation to the quotation preparation and implementation setup stage
• Take ownership of Group Insurance Policy Set-Up in system and Policy Agreement by ensuring internal processes are followed and deadlines are met
• Provide support to the Business Development and Client Management team by ensuring that all new and renewal business cases are implemented accurately and in a professional manner
• Ensure that addition and termination of insured members are processed within timeline
• Identify process gaps and continuous process improvements across Operations and other teams
• Maintain Salesforce data record and generate sales reporting
• Maintain and update process related documents
• Work with IT Team to provide user requirements for system enhancement and perform UAT

• Minimum A-level or Diploma qualification
• Relevant insurance certification : BCP, PGI and HI
• 1-3 years’ experience in sales administrative functions
• Minimum 2 years’ experience in a team environment
• Used to meeting tight deadlines and managing priorities under pressure
• Knowledge in Sales/Health Insurance or Brokerage background preferred
• Excellent communication skills
• Strong influencing and negotiating skills
• PC literate - solid knowledge of Microsoft Office including Word, Excel, PowerPoint and Outlook
• Good time management and able to prioritize tasks with minimal supervision
• Self-motivated with strong sense of ownership
• Customer Focus
• Interpersonal Savvy
• Problem Solving
• Priority Setting
• Organizing

Knowledge in Sales/Health Insurance or Brokerage background preferred