About the role
You will work alongside our sales team to keep every opportunity moving: preparing quotations and proposals, chasing documentation, managing the pipeline in the CRM, and making sure new business and renewals are processed accurately with insurers.
Market Focus
- You will support our sales team serving clients in the U.S. and Canada.
Key Responsibilities
- Support the sales team with quotations, proposals, policy applications, renewals, endorsements and follow-ups.
- Prepare quotations, proposals, customer correspondence and renewal documents.
- Monitor follow-up tasks, renewal dates, sales pipelines and outstanding customer requests.
- Maintain accurate customer records, activities and documentation within the CRM.
- Coordinate with insurance providers regarding quotations, underwriting requirements, policy issuance and renewals.
- Process new business, policy amendments, cancellations, renewals and policy documentation accurately.
- Assist individual and corporate clients with enquiries and documentation during the sales process.
- Assist with CRM administration, sales reporting and operational improvements.
Candidate Requirements
- Minimum 2 years’ experience in sales support, insurance, customer service, administration or policy administration.
- International health insurance or insurance brokerage experience is preferred.
- Excellent spoken and written English is essential.
- Strong organisational and multitasking skills.
- Excellent attention to detail.
- Experience using CRM systems.
- Good Microsoft Office skills.
- Proactive and able to work independently from home.
- Professional, reliable and organised.
Working Hours
- Full-time: Monday to Friday, 9:00 AM – 6:00 PM U.S. Eastern Time (ET), including a 1-hour unpaid break (40 working hours per week). Part-time: hours agreed individually within the same window.
What We Offer
- Competitive salary paid in USD.
- Annual performance bonus based on overall performance, service quality, reliability and contribution.
- Fully remote position.
- Career growth within a fast-growing international brokerage.
- Ongoing training.
- Opportunity to work with leading international insurers.
- Opportunity to grow into senior sales support or operations roles.