Assistant Bancassurance Officer
Full time @Caritas MFB posted 2 hours ago in Business and Finance , in Sales & Marketing Shortlist Email JobJob Detail
-
Career Level Officer
-
Experience 2 Years
-
Qualifications Degree Bachelor
Job Description
The Job holder is primarily responsible for the growth of the Bancassurance Business in allocated branches by bringing in new business and sustaining existing business in line with Bancassurance growth strategy
Key Responsibilities
- Sales and support of insurance at the branch level, which entails cross-selling insurance products, consumer awareness/ customers’ sensitization initiatives, processing insurance transactions within defined terms and conditions, and supporting clients with claims advice and documentation.
- Provide Competitive Quotations: Deliver accurate and competitive quotations promptly at the branch and prospective clients for all product lines.
- Conduct Product Training: Conduct continuous bancassurance product training to the branches and prospective clients.
- Ensure high business retention rates through active monitoring and timely support of renewal engagements, particularly for high-ticket clients.
- Ensure clients whose claims are being processed are kept abreast of their progress.
- Develop good working relationships with various branch departments, working closely with Relationship officers, & Credit analysts to generate insurance business and leads through their customers.
- Ensure customer inquiries are resolved promptly as per laid-down policies and procedures.
QUALIFICATION AND EXPERIENCE REQUIREMENTS
- A degree in a Business-related field from a recognized university.
- COP or any other professional qualification in Insurance
- Good planning and organization skills with the ability to deliver effectively under strict deadlines.
- Excellent communication, presentation, and customer service skills.
- Good knowledge of general insurance products and working knowledge of life insurance.
- A creative, proactive, passionate, and innovative individual with a passion for excellent results.
- At least 2 years of experience in selling Bancassurance or Insurance-related products.
