About this role
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