The posting
Job Summary
We are seeking an Assistant Manager / Manager, Middle Office to support insurance operations, client onboarding, application administration and coordination with internal teams and external partners.
Key Responsibilities
- Prepare presentation materials, insurance product comparisons and financial illustrations.
- Coordinate client onboarding activities, including medical examinations and documentation.
- Liaise with clients and referral partners to gather information and follow up on requirements.
- Support prospecting activities, lead tracking and meeting arrangements.
- Assist with insurance applications, ensuring accurate documentation and timely processing.
- Work closely with Sales Operations and external parties to coordinate application requirements.
- Arrange client meetings and follow up on outstanding action items.
Key Requirements
- Diploma or Degree in Business, Finance, Marketing or a related discipline.
- Minimum 3–4 years of experience in support, coordination or client servicing roles, preferably within insurance or financial services.
- Familiarity with insurance products and application processes is an advantage.
- Proficient in Microsoft Office, particularly Excel, Word and PowerPoint.
- Strong organisational, communication and interpersonal skills.
- Detail-oriented, proactive and able to manage multiple tasks independently. Interested candidates are encouraged to submit their resumes along with a cover letter outlining their relevant experience and achievements to [email protected] or click apply now! **We regret to inform that only shortlisted candidates would be notified** Talentvis Singapore Pte Ltd | EA License No: 04C3537 EA Personnel Name: Wong Xin Tong | EA Personnel No: R26162902



