The role involves supporting sales consultants by preparing insurance quotations, illustrations, and key case documentation for client meetings
Job Summary
The role involves supporting sales consultants by preparing insurance quotations, illustrations, and key case documentation for client meetings.
Candidates will act as the primary contact for new business and post-sale support, ensuring smooth policy issuance and servicing across various insurers.
This position requires maintaining accurate case documentation within the CRM while ensuring compliance with internal processes and providing regular reporting to stakeholders.
Matching Summary
Match Score: 85
The role involves supporting sales consultants by preparing insurance quotations, illustrations, and key case documentation for client meetings.
Skills & Requirements
Must-have
2 years of case management experience
Insurance or broking industry background
Proficiency with insurer platforms
Knowledge of underwriting processes
Strong Microsoft Office skills
Nice-to-have
Experience supporting high-net-worth clients
Fast-paced environment adaptability
Service-oriented mindset
Collaborative team player
Key Requirements
Minimum 2 years of case management experience
Prior exposure to high-net-worth clientele preferred