Sales Support
Salary: $30,000 – $40,000 per month
Sales Support / Broker Services – Insurance
Oliver James is partnering with an insurance client to recruit a Sales Support / Broker Services professional. This opportunity is suited to someone with insurance industry experience who enjoys supporting distribution partners, coordinating new business cases, and ensuring efficient day-to-day operations.
Key Responsibilities
Channel & Broker Support
Work closely with Business Development Managers and sales colleagues to support relationships with insurance brokers.
Assist with onboarding new broker partners and managing ongoing servicing requests.
Respond to enquiries relating to insurance products, submission procedures, and operational requirements.
Coordinate partner support activities, including training sessions and continuing professional development arrangements.
New Business & Case Management Support
Provide operational guidance to distribution partners on new business submissions.
Review applications and supporting documents for accuracy and completeness.
Liaise with relevant internal teams to support efficient case assessment and processing.
Track outstanding cases and follow up on requirements to help maintain service standards and turnaround times.
Operations Control & Governance
Carry out daily activities in line with applicable regulatory requirements and internal procedures.
Maintain accurate records of insurance transactions, partner agreements, and related documentation.
Requirements
Diploma or equivalent qualification; a bachelor’s degree would be an advantage.
Around 2–3 years of experience in insurance sales support, broker servicing, or a similar role.
Basic knowledge of insurance products and operational processes.
Exposure to underwriting requirements, policy administration, or new business workflows would be beneficial.
Good written and verbal communication skills, with a collaborative approach.
Strong attention to detail and the ability to manage competing priorities accurately.
Proficiency in Microsoft Office; experience with insurance or broker administration systems is an advantage.
A practical approach to resolving day-to-day issues and supporting process improvements.
Ability to work effectively during busy periods.
To learn more about this opportunity, please apply with your updated CV or contact Oliver James for a confidential discussion.