Insurance Specialist.RBG - Insurance Sales.41.Retail Banking Group

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