Insurance Specialist.RBG

Insurance Specialist – RBG – Insurance Sales Mashreq Corporate & Investment Banking Group 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 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‑sell, cross‑sell, providing regular market information updates and trend analysis. Ensure superior customer service thereby contributing to the overall customer experience of Mashreq. Profile each customer met to understand their needs. Customer retention is also the IS responsibility. Take ownership of customer complaint on Insurance, coordinate with respective teams and insurers 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 tracking activities (Contacts to Appointments kept to Sales). Meeting set service standards (indicators and surveys). Reduction of rework and rejects of application forms. Contribute towards acceptable audit rating for the Bancassurance Business. Working Environment & Relationships The IS will handle customers with different demographics, without any bias on nationality, income or race. The IS will be a team player and integrate within the team he is supporting. The IS is expected to work amicably with all support units to deliver a fulfilling experience without channel disparity. Problem Solving & Competencies Staff will have to deal with unstructured scenarios and provide effective solutions. Seniority level Entry level Employment type Full‑time Job function Other Industries Banking #J-18808-Ljbffr