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