Area Manager
Experience
Salary
Location
Job Description
Key Responsibilities:
- Customer Engagement: Develop strong relationships with bank customers and identify their insurance needs through consultations and needs assessments
- Product Knowledge: Have an in-depth understanding of various insurance products and policies, and effectively communicate their features, benefits, and terms to customers
- Sales and Cross-Selling: Actively promote and sell insurance products to bank customers, utilizing cross-selling opportunities to increase insurance policy penetration
- Consultative Selling: Use a consultative approach to tailor insurance solutions to individual customer requirements, taking into account their financial situation and risk tolerance
- Quoting and Proposal: Prepare insurance quotes and proposals, explaining coverage options, premiums, and policy terms clearly to clients
- Documentation and Compliance: Ensure all documentation related to insurance transactions is accurately completed and compliant with regulatory requirements
- Customer Support: Provide ongoing support to customers, assisting with policy servicing, claims processing, and any inquiries or concerns
- Claims Handling: Guide customers through the insurance claims process, acting as an intermediary between the customer and the insurance company
- Relationship Management: Collaborate with bank staff, including relationship managers and financial advisors, to identify potential insurance opportunities and provide training on insurance products
- Market Research: Stay informed about industry trends, competitor products, and regulatory changes to remain competitive and compliant
- Targets and Goals: Meet or exceed sales targets, revenue goals, and performance metrics set by the bank and insurance partners
Pls share your resume on job.rspot@gmail.com or call on 7738298293.
Thanks and regards,
Parul Soni,
7738298293.
Designation
Area Manager
Key Skills
Industry
Banking & Financial Services
Functional Area
Insurance
Employment Type
Full Time
Education
Bachelor Degree
Job Type
Work From Home
Assessment Details
Regional Retail Finance and Insurance Manager Quiz
30 Minutes
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