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About the Role
To lead and empower the SSM Business Center Legacy Specialists in delivering timely, accurate, and high-quality support across all Legacy Accounts for both new business and after sales transactions. The role ensures strong cross-functional collaboration with key partner departments to enhance sales productivity, streamline operational processes, and enable a seamless end to end business support experience for all stakeholders.
1. Sales and Transaction Support
- Oversees end‑to‑end support for new business and after‑sales transactions, ensuring accurate application screening, requirements assessment, and timely endorsement to relevant operational units.
- Ensures efficient processing and prioritization of critical and time‑sensitive cases, particularly during peak periods such as month-end cut‑offs.
- Drives clear and proactive communication with sales teams regarding outstanding requirements to accelerate case resolution and reduce processing delays.
2. Stakeholder Management and Issue Resolution
- Leads coordination with internal stakeholders and partner units to resolve escalated sales cases, ensuring timely and effective remediation of issues affecting sales productivity or customer experience.
- Facilitates cross-functional collaboration for key business initiatives, including process documentation, operational enhancements, systems improvements, and project rollouts.
- Serves as a strategic partner to departments involved in the sales cycle, strengthening alignment and enabling seamless business support.
3. Communication, Reporting, and Enablement
- Cascades operational updates, policy changes, and relevant sales support communications to sales teams, Operations, and other partner groups to ensure alignment and awareness.
- Prepares and delivers daily reports to track both new business and aftersales per account and key updates every business reviews, or alignment meetings.
- Develops, consolidates, and disseminates performance and productivity reports, as well as actionable insights to support sales performance tracking, persistency, and decision‑making.
4. Process Improvement and Governance
- Supports the SSM Senior Manager in the enhancement, documentation, and implementation of sales support policies, procedures, and service standards.
- Ensures strict compliance with company policies, operational guidelines, and regulatory requirements across all sales support processes.
Minimum Job Requirements
- Bachelor's degree in Business, Management, or a related field.
- Minimum of two (5) years experience in insurance operations or a comparable role.
- Strong understanding of process design, controls, and data interpretation.
- Proven analytical, problem‑solving, and initiative‑taking capabilities.
- Proficient in Microsoft Office tools, especially Excel and PowerPoint.
- Strong interpersonal and communication skills.
