Sales Support Coordinator

Role Overview

The Sales Support Coordinator will oversee the complete backend process for Life, Health, and Motor Insurance products, ensuring cases are processed timely and efficiently from start to finish.

Industry and Experience

This role functions within the Insurance sector covering Life, Health, and Motor segments. Candidates should have 1 to 4 years of experience in insurance operations or sales support.

Primary Responsibilities

• Manage and track new business proposals for Life and Health insurance.
• Verify received documents and identify any outstanding requirements.
• Organize medicals, address underwriting needs, and monitor policy issuance.
• Maintain regular follow-up with insurers until final case closure.
• Perform basic policy servicing and error corrections as needed.
• Handle processing of new motor insurance policies and renewals.
• Coordinate quotations, necessary documentations, vehicle inspections, and policy issuance for motor insurance.
• Keep track of policy renewals ensuring their timely completion.
• Manage endorsements and respond to service requests involved in motor insurance.
• Collaborate closely with insurance advisors and insurer teams to ensure smooth operations.
• Provide frequent updates on case statuses to relevant stakeholders.
• Pursue and resolve any delays or process hurdles impeding case progress.
• Maintain accurate case tracking systems and management information systems (MIS).
• Ensure prompt responses and proper documentation throughout the sales backend process.

Candidate Profile

• 1 to 4 years of experience in insurance operations or sales backend support.
• Familiarity with the procedural requirements of Life, Health, and/or Motor Insurance.
• Effective communication and coordination abilities.
• Strong skills in follow-up and a keen eye for detail.
• Proficient in Microsoft Excel or Google Sheets and comfortable using WhatsApp for communication.
• Able to handle multiple cases simultaneously and work independently.

Performance Indicators

• Speed in processing cases.
• High accuracy and error-free operations.
• Persistent and effective follow-up until case resolution.
• Timely closure of insurance cases.
• Maintaining top quality service standards.