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Insurance Specialist.RBG - Insurance Sales.41.Retail Banking Group at Mashreq Careers

, , United Arab Emirates -

Full Time

Start Date

Immediate

Expiry Date

12 Oct, 26

Salary

0.0

Posted On

14 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Insurance Sales, Relationship Management, Financial Analysis, Customer Acquisition, Up-selling, Cross-selling, Customer Retention, Prospecting, Consultative Selling, Bancassurance, Customer Service, Market Trend Analysis

Industry

Banking

Description

KEY RESULT AREAS * Achieve monthly Insurance FER / Premium & individual target * Proactively work towards satisfying the needs of the customer through REAC. • Acquire, develop and strengthen Insurance acquisition through effective relationship management in accordance with business goals • Contribute to Front-line staff through accomplishment of Insurance FER / Premium targets by training and skilling Mashreq Staff to confidently promote Insurance products • Manage and develop relationships with new and existing customers through professional consultative financial analysis • Active sourcing and prospecting of customers for Wealth Insurance products • Up selling, cross-selling, providing regular market information updates and trend analysis • Ensure superior customer service thereby contributing to the overall customer experience of Mashreq * Profile each and every customer met to understand their needs. * Customer retention is also the IS responsibility. * Take ownership of customer complaint on Insurance. Co-ordinate with respective teams and Insurance providers for resolution * Be a team player and contribute to achievement of goals based on the Key Performance Indicators * Provide constructive and constant feedback on improvement of : Insurance products, services, processes which may either reduce cycle time or costs or enhance customer satisfaction. * Minimizing Insurance attrition. * Customer acquisition through sales to walk-ins and through tracking the activities viz. Contacts to Appointments kept and Appointment kept to Sales. * Meeting with the set service standards (indicators and surveys). * Reduction of rework and rejects of application forms * Contribute towards acceptable audit rating for the Bancassurance Business

Responsibilities

Drive insurance sales by achieving monthly premium targets and acquiring new customers through professional financial analysis and relationship management. Support front-line staff through training and manage the end-to-end customer experience, including complaint resolution and retention.