Senior Insurance Sales Support Consultant

• ​Prepare sales documentation and ensure accuracy of information.

• Provide excellent customer service support to both internal stakeholders and clients.

• Assist in the resolution of sales-related queries to ensure a smooth and efficient sales process.

• Ensure all required information is complete before submitting quote requests.

• Prepare and submit quotes on behalf of BDMs when needed.

• Create and manage quote references in the system.

• Allocate quotes to the Underwriting team and monitor turnaround times.

• Provide regular updates and reports to BDMs and underwriters.

• Generate quotes for brokers.

• Request proposals for accepted quotes and track distribution progress.

• Submit system update requests for confirmed deals.

• Compile KYC documentation and coordinate with Operations until finalised.

• Keep BDMs updated on deal status.

• Manage renewal processes, liaising with brokers and Operations to gather information.

• Follow up on invoicing and payment confirmations.

• Coordinate onboarding documentation with brokers and Operations.

• Monitor onboarding progress and support BDMs as required.

• Follow up on invoicing and payment issues.

• Assist with applications, policy queries, and troubleshooting.

• Manage incoming emails from 3-4 busy inboxes

• Redirect claims, commissions, or assistance queries to the relevant teams and ensure resolution.

• Respond to general enquiries or escalate where necessary.

• Provide ad-hoc administrative support to BDMs.

• Coordinate TOBA matters with Compliance.

• Record competitor intelligence.

• Maintain organised filing systems and ensure accurate data entry.

• Prepare reports

• Take comprehensive meeting minutes with the support of Co-Pilot.

• Proven experience working in the insurance or financial services industry

• Non negotiable: 5 – 10 years’ experience in insurance administration and sales support, or account management.

• Preferable: exposure to employee benefits, group life, or medical insurance

• Familiarity with underwriting and compliance processes.

• Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint).

• Confident working across international markets

• Preferable: Completed relevant tertiary qualification

• Intermediate experience with MS Office Suite (Word, Excel, Outlook)

• Excellent attention to detail

• Proven track record of quality communication ability

• Exceptional written and verbal communication skills

• Respect for timelines and experience with deadline management

• Self-motivated

• Strong problem-solving ability and proactive follow-up.

• Comfortable working with data, reporting, and systems.

• Professional, client-focused, and collaborative approach.

• Hybrid working arrangement or full time in-office with flexibility

• Supportive and collaborative culture

• Competitive benefits (medical aid contribution, group life cover, annual performance bonus)

• Growth opportunities

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