Job Description
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
