Insurance Sales Operations Lead
1 month ago
We offer an attractive salary, with a range of $65,000 - $85,000 per annum, along with benefits including MPF, group life and group medical insurance.
Job OverviewSun Life is seeking an experienced Channel Brokerage Manager to join our team. As an integral member of our operations team, you will play a crucial role in supporting our sales team and driving business growth.
Key Responsibilities- Support Sales Team: Provide extensive sales support to the sales team, including preparing sales reports, coordinating broker events, assisting in the development and implementation of sales strategies and campaigns.
- Partner with Business Development Managers: Work closely with Business Development Managers to manage relationships with insurance brokers and foster strong partnerships for driving business growth. Support broker onboarding, training and provide ongoing support.
- Optimize Sales Processes: Streamline and optimize sales processes within the insurance brokerage division. Assist team manager to monitor and evaluate sales activities, track sales performance, and generate accurate sales forecasts and reports. Identify areas for improvement and implement necessary changes.
- Deliver Exceptional Client Service: Deliver exceptional client service to brokers and business partners by providing product information and addressing enquiries/concerns promptly and professionally.
- Maintain Accurate Records: Maintain accurate and up-to-date records of insurance transactions, contracts, and agreements. Ensure compliance with industry regulations, internal policies, and legal requirements.
- Collaborate with Cross-Functional Teams: Collaborate with cross-functional teams (e.g. underwriting, claims, policy administration and cashier etc,) to support sales initiatives and ensure smooth business operations.
- Education: Bachelor's degree in business administration, finance, or a related field. Relevant certifications in insurance or brokerage management are highly desirable.
- Experience: At least 5 years' experience in sales support or brokerage management within the insurance industry. Proven experience in insurance sales, underwriting, or claims is advantageous.
- Skills: Solid understanding of insurance products, policies, and processes. Familiarity with various insurance lines such as property, casualty, life, and health insurance. Excellent verbal and written communication skills with ability to translate complex insurance concepts to clients, brokers, and internal stakeholders.
- Other Skills: Strong attentive to details and ability to manage multiple tasks simultaneously. Proficiency in data analysis and reporting. Ability to interpret insurance sales data, identify trends, and derive actionable insights. Experience working with insurance broker management systems, and Microsoft Office Suite. Knowledge of insurance quoting tools is a plus.
We are an equal opportunity employer and welcome applications from all qualified candidates. We offer excellent career development opportunities to the right candidate.
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