Insurance Specialist RBG - Insurance Sales 41 Retail Banking Group

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 relationshipmanagement 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 experienceof 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

Operating Environment, Framework and Boundaries, Working Relationships

• The IS will have to handle customer with different demographics, without any bias on nationality, income or
  
  

race.

• IS will be a team player and amalgamate in the team he is supporting
• IS is expected to work amicably with all support units to deliver a fulfilling experience without channel
  
  

disparity.

Problem Solving and Competencies

• The staff will have to deal with unstructured

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