sale support

Role & responsibilities

• Provide day-to-day sales support to insurance advisors, agents, and sales managers.
• Assist in preparing and processing life insurance proposals and applications.
• Verify customer documents and ensure all required KYC and policy documents are complete.
• Coordinate with underwriting, operations, medical, and policy issuance teams.
• Track proposal status from submission through underwriting and policy issuance.
• Follow up on pending documents, medical requirements, payments, and policy-related queries.
• Maintain accurate records of proposals, policies, customer information, and sales data.

• Handle customer and advisor queries professionally and ensure timely resolution.
• Prepare daily, weekly, and monthly sales and MIS reports.
• Monitor pending cases and follow up with relevant teams to ensure timely closure.
• Support policy renewals, endorsements, cancellations, and other servicing requirements.

Preferred candidate profile