Role overview
What you'll be stepping into
Job Description
To advise and sell insurance products to bank customers, providing excellent service while identifying opportunities to upsell and cross-sell. The role is responsible for resolving customer queries, managing policy-related requests, and supporting the achievement of bancassurance sales targets.
Key Responsibilities
Promote, sell, and provide guidance on insurance products to bank customers through various channels.
Identify opportunities to upsell and cross-sell insurance solutions that meet customer needs.
Respond to customer insurance queries and complaints promptly, escalating only complex issues when necessary.
Deliver a high standard of customer service and ensure a positive customer experience.
Build and maintain strong relationships with customers, branch staff, insurers, brokers, and other key stakeholders.
Follow all policies, procedures, regulatory requirements, and risk controls to protect the bank and its customers.
Act as a brand ambassador by demonstrating professionalism and adhering to the bank's Code of Conduct.
Use customer feedback and data insights to improve service quality and sales performance.
Suggest process and system improvements that enhance customer experience and operational efficiency.
Accurately capture, update, and maintain customer and policy information in the relevant systems in line with data governance requirements.
Collaborate effectively with team members and contribute to a high-performance culture.
Qualifications
Bachelor's Degree in Finance, Accounting, Insurance, Business Administration, or a related field.
Atleast 5 years' experience in the insurance industry, with exposure to sales, customer service, or insurance operations.
Experience in a banking branch environment, customer service, or bancassurance sales will be an added advantage.
Demonstrated ability to build customer relationships, identify sales opportunities, and deliver excellent customer service.
Additional Information
Behavioural Competencies:
Articulating Information
Checking Things
Developing Expertise
Following Procedures
Interacting with People
Interpreting Data
Managing Tasks
Technical Competencies:
Client Knowledge
Client Retention
Client Servicing
Client Value Propositions
Insurance Principles
Insurance Products & Services
Risk Identification
How to apply