ASM/SM-Banca channel-Health Insurance-Kollam
ASM/SM-Banca channel-Health Insurance-Kollam13
Applications
13
Applications
About the Job
Skills
ASM/SM Bancassurance
Urgent Requirement for Assistant Sales Manager & Sales Manager -TPD Sales -Health Insurance at our esteemed company in Kollam.
§ This role combines banking and insurance expertise to offer insurance products and services to bank customers
§ Insurance Officers working in Bancassurance are responsible for selling insurance policies, assisting clients with claims, and ensuring compliance with regulations
§ They work collaboratively with the bank's staff to provide customers with comprehensive financial solutions
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
Qualifications:
§ bachelor's degree in finance, business, or a related field; relevant insurance certifications or licenses are advantageous
§ Proven experience in bancassurance.
§ Strong interpersonal and communication skills to build rapport with clients
Interested candidates send your updated resume to; recruitment@factorhuman.in
Thanks & Regards
Jisha Jerin
Factor Human Resources
9778783902
About the company
Industry
Human Resources Services
Company Size
11-50 Employees
Headquarter
Cochin
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