Insurance Specialist

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

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

• Thorough knowledge of products, services policies and processes of Insurance & Retail banking in

MashreqBank.

• The job holder will have to possess the following skills:

Problem Solving skills.

Communication skills.

Interpersonal skills.

Ability to work under pressure.

Computer literacy.

• The job holder should be a University Graduate with 2-3 years banking / Financial Services experience or

experience in any other service industry