Insurance Specialist

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

Achieve monthly Insurance FE R / Premium targets and contribute to overall target achievement. Acquire, develop and strengthen Insurance acquisition through relationship management aligned with business goals. Train and skill Mashreq staff to promote Insurance products. Manage and develop relationships with new and existing customers through consultative financial analysis. Source and prospect customers for Wealth Insurance products. Upsell and cross-sell; provide regular market information updates and trend analysis. Ensure superior customer service and contribute to overall customer experience. Profile customers to understand needs; focus on customer retention. Own customer complaints related to Insurance and coordinate with teams and providers for resolution. Be a team player and contribute to KPI achievement. Provide feedback for improvement of Insurance products, services, and processes to reduce cycle time, costs, or increase satisfaction. Minimize Insurance attrition. Drive customer acquisition through walk-ins and by tracking contacts to appointments and appointments kept to sales. Meet service standards and manage audit quality for Bancassurance.