Sales Insurance Consultant

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 banks 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 :

• Bachelors 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

Remote Work :

No

Employment Type :

Full-time