Sales Support Officer - Work from home

• Process B2B sales documentation, including partner agreements, onboarding forms, and CRM entries.
• Assist with quote generation, policy issuance, and any required reconciliations in coordination with the finance team.
• Maintain client files and ensure timely updates of sales opportunities and status changes in the CRM.
• Prepare weekly, monthly, and ad-hoc performance reports for internal stakeholders.
• Track key account metrics, pipeline movements, and BDE performance data.
• Ensure all documentation aligns with client's quality, compliance, and regulatory standards.
• Coordinate new partner onboarding in collaboration with underwriting, compliance, and finance teams.
• Monitor active accounts to identify gaps or service issues requiring escalation.
• Assist with training material preparation and partner-facing documentation.
• Liaise with internal departments to facilitate accurate data flow and issue resolution.
• Organize and coordinate BDE-led meetings, follow-ups, and calendar events.
• Provide ad-hoc support to the BDEs in client follow-ups, data collation, and administrative logistics.
• Monitor workflows to identify inefficiencies or delays.
• Propose recommendations to streamline the sales support function and partner engagement experience.
• Uphold strict confidentiality and data integrity across all commercial documentation.
• Other position-level duties as they arise

• Minimum 3-5 years’ experience in a sales support, administrative, or client services role
• Previous exposure to the insurance sector, particularly in commercial, is an advantage.
• High-level proficiency with CRM platforms (Salesforce, HubSpot preferred) and MS Excel.
• Exceptional attention to detail with the ability to manage high volumes of requests.
• Strong communication and coordination skills to work cross-functionally.
• Proven ability to multitask, manage deadlines, and prioritize competing requests.
• Professional, client-focused approach with a strong commitment to compliance and accuracy.

As a Twoconnect employee, you get to enjoy the following:

• Work from Home 
• Work-life balance
• Nightshift (5:00 PM to 2:00 AM)
• HMO benefits 
• Government-mandated benefits
• Training and Development programmes
• Employee Engagement Events (company outings, fun activities, quarterly wellness and self-care sessions)
• Experience working with leading organisations
• Fun, supportive, and inclusive culture
• Dedicated Team Managers that look after your development