Responsibilities or duties

• Drive growth in insurance business across and outside ABC Bank group channelsNew Business and Cross Selling
• Execution of day-to-day insurance operations at the assigned Region level, which entails new business development and cross-selling of insurance products, claims administration and documentation
• Timely follow-up on renewals to ensure business retention that would otherwise lead to income leakage.
• Cross-selling other Group Products, i.e Liabilities, foreign exchanges, Account Opening, Trade Finance and Stock Trading
• Develop good working relationships with various departments in the group, working closely with Branch Managers, Relationship Managers, & Credit Analysts to generate insurance business and leads through their customers
• Ensure customer inquiries are resolved promptly as per laid-down policies and procedures
• Champion insurance product training at the regional branch level to sensitise both group staff and customers on insurance products
• Ensure compliance with all regulatory and internal procedures regarding insurance sales
• Ensure all collaterals and assets that have the financiers' interest are properly and comprehensively insured, and the financiers' interest is properly noted
• Ensure that debt level is managed proactively and maintained minimally and in line with the credit policy, which is 40:30:30

Qualifications or requirements 

• University Degree in either Insurance, Marketing or a business-related field
• Certificate of Proficiency
• Excellent communication skills, both written and verbal
• Sales and negotiating skills
• Team Player
• Customer service skills
• Proven planning, coordination and time management skills
• Analytical & problem-solving skills
• Focused on all aspects of business
• High level of integrity
• Innovative, strategic in thought and decisive
• Well-groomed and outgoing

Experience needed

2 years’ experience in insurance sales.

• Drive growth in insurance business across and outside ABC Bank group channelsNew Business and Cross Selling
• Execution of day-to-day insurance operations at the assigned Region level, which entails new business development and cross-selling of insurance products, claims administration and documentation
• Timely follow-up on renewals to ensure business retention that would otherwise lead to income leakage.
• Cross-selling other Group Products, i.e Liabilities, foreign exchanges, Account Opening, Trade Finance and Stock Trading
• Develop good working relationships with various departments in the group, working closely with Branch Managers, Relationship Managers, & Credit Analysts to generate insurance business and leads through their customers
• Ensure customer inquiries are resolved promptly as per laid-down policies and procedures
• Champion insurance product training at the regional branch level to sensitise both group staff and customers on insurance products
• Ensure compliance with all regulatory and internal procedures regarding insurance sales
• Ensure all collaterals and assets that have the financiers' interest are properly and comprehensively insured, and the financiers' interest is properly noted
• Ensure that debt level is managed proactively and maintained minimally and in line with the credit policy, which is 40:30:30

• Excellent communication skills, both written and verbal
• Sales and negotiating skills
• Team Player
• Customer service skills
• Proven planning, coordination and time management skills
• Analytical & problem-solving skills
• Focused on all aspects of business
• High level of integrity
• Innovative, strategic in thought and decisive
• Well-groomed and outgoing

• University Degree in either Insurance, Marketing or a business-related field
• Certificate of Proficiency