Insurance Specialist.BCA

JobsCloseBy Editorial Insights

Mashreq Bank seeks an Insurance Specialist to join the BCA Insurance department. The role focuses on insurance sales for Business Banking, delivering a smooth customer journey, generating referrals, cross selling wealth products, profiling clients, and collaborating with I&I and the Investment Proposition teams to seize opportunities and hit revenue targets. Requirements include a graduate degree with 6-8 years UAE insurance sales experience, excellent communication, profiling and analytical skills, strong teamwork, CPRA risk analysis, and knowledge of Mashreq investment and insurance offerings. To apply, tailor your CV to BB experience, quantify wins, highlight cross selling and collaboration, and show readiness for CII Shariah and Bancassurance certifications.

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As an Insurance Specialist, you will play a crucial role in MashreqBank's Retail Banking Group, specifically in the BCA Insurance department. Your primary focus will be on managing insurance sales for Business Banking, ensuring an exceptional customer experience, and contributing to the bank's overall financial goals. This role involves close collaboration with various teams, including the I&I department, Investment Proposition Team, and other key stakeholders.

• Manage end-to-end insurance sales for Business Banking, ensuring a seamless customer journey.
• Generate financial referrals and present investment and insurance products to BB clients.
• Profile customers to understand their needs and provide tailored solutions.
• Promote investment and insurance business through cross-selling wealth products.
• Educate BB teams on I&I opportunities and conduct need analysis.
• Support customer cross-selling for all insurance products in Business Banking.
• Provide regular market updates, trend analysis, and upselling/cross-selling opportunities to clients.
• Handle customer complaints related to insurance and coordinate with relevant teams for resolution.
• Work closely with I&I and Investment Proposition teams to understand products and market opportunities.
• Achieve set revenue targets and maintain a strong understanding of global economic scenarios and investment vehicles.

• A graduate degree with a minimum of 6-8 years of experience in insurance sales, preferably in the UAE.
• Excellent communication, profiling, presentation, and analytical skills.
• Strong interpersonal skills and the ability to work as a team player, coach, and train others.
• Knowledge of global economic trends and various investment vehicles and financial markets.
• Ability to conduct client profiling and risk analysis (CPRA) to understand client needs.
• Specialized product knowledge of all investment and insurance products offered by Mashreq.
• Experience in working with BB teams to generate referrals for investment/insurance needs.
• Passionate about providing unbiased, competent, and timely financial services.
• Willingness to obtain CII, Shariah Certifications, and Bancassurance product internal certifications.
• A results-driven approach and a commitment to continuous improvement.