Bancassurance/ Sales Associates
- Full Time
- Gidijobs
- Ijebu-Ode, Ogun
-
Posted 8 years ago
Job Description
The
primary focus of this position is to generate income for the Company by
Liaising with banks; coordinating the existing relationship with Bank’s
personnel and Relationship managers whilst providing profitable excellent
customer service / relationship management.
Reports
to:
District Manager
Core
Responsibilities
Act as
liaison with the bank
- Working closely with bank personnel to provide
policies to the bank’s clientele.
- Managing
our promotions and campaigns effectively to ensure market penetration.
Product
Marketing
- Working closely with
District Managers in the preparation of proposals/ Product papers.
Bancassurance
Sales (Financials)
- Achieving the assigned
target in terms of revenue.
Customer
Retention and Acquisition
- Sending out and active follow up of Monthly
Renewals.
- Soliciting for new
businesses.
- Managing
3rd party relationships.
Reporting
• Generation,
monitoring and publish monthly (Life and General Business) Global and Retail
reports on:
-
Production
-
Collection
• Monthly
reconciliation to ensure figures are accurate.
Bancassurance
Administrative functions.
- Day to day management of channel’s activities
for both Life and General Business activities.
- Market and product research
analysis. (Customer product feedback & Competitors intelligence) to
know what products we can improve on.
- Prompt response to all
mails/requests (Quote, Underwriting, Documents and confirmation of
authenticity) within agreed timelines in the SLA.
- Follow up on outstanding
premiums and yet to be renewed policies.
- Process all Co – insurance
transactions (Payment processing, Claims and Underwriting).
- Liaising with the below
department on The Bank’s related issues.
- Underwriting (Life and
General Business)
- Claims (Life and General
Business)
- Finance (Life and General
Business)
- Follow up on outstanding
proposals.
- Maintaining strong
relationship with the Bancassurance officers.
- Any
other assigned duty.
Qualifications
- Bachelor’s Degree
- A minimum of 1-year sales
experience is preferred
- Strong communication skills
- Selling skills and
relationship management skills
- Strong
commitment for sales success.