Insurance Specialist RBG - Insurance Sales 41 Retail Banking Group
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Key skills for this role
About the Role
Mashreq is seeking an Insurance Specialist to achieve monthly Insurance FER/Premium targets and acquire new customers through effective relationship management. The role involves training front-line staff, cross-selling wealth insurance products, and ensuring superior customer service.
Key Skills for This Role
Responsibilities
- 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
- Contribute to Front line staff through accomplishment of Insurance FER / Premium targets by training and skilling Mashreq Staff
- 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
Requirements
- 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
- Contribute to Front line staff through accomplishment of Insurance FER / Premium targets by training and skilling Mashreq Staff
- 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
- Be a team player and contribute to achievement of goals based on the Key Performance Indicators
Full Job Posting
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.
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