Insurance Specialist.RBG – Insurance Sales.41.Retail Banking Group

mashreq - UAE - Dubai
mashreq
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 andskilling Mashreq Staff to confidently promote Insurance products• Manage and develop relationships with new and existing customersthrough 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 Insuranceproviders 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, processeswhich 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 toAppointments kept and Appointment kept to Sales.• Meeting with the set service standards (indicators and surveys).• Reduction of rework and rejects of application formsContribute towards acceptable audit rating for the Bancassurance BusinessOperating Environment, Framework and Boundaries, Working Relationships• The IS will have to handle customer with different demographics, without any bias on nationality, income orrace.• 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 channeldisparity.Problem Solving and Competencies• The staff will have to deal with unstructured
Post date: 17 December 2025
Publisher: Hiremea
Post date: 17 December 2025
Publisher: Hiremea