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
