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Job description

Responsibilities:-

 Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the
database as well as generate own leads.
 Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain
referral to further prospects where appropriate.
 Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to
all bank/client queries either directly received or forwarded by the service company.
 Know all the branch managers, relationship managers & employees of all assigned branches on a personal level.
 Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at
least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life
insurance needs as well as to obtain referrals to further prospects.
 After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure
claim requests are serviced
 Responsible for the Life insurance business of different Banks which they have Tie-up with the company.
Required Candidate profile
 good in Bancassurance
 food understanding & experience in insurance sales.

 Manage operations and productivity at an insurance company.

 Create and modify procedures and documents related to policies.

 Assist in claims management.

 Identify and analyze risks associated with policies.

 Achieve target budgets.

 Minimize risk of financial loss.

 Obtain and oversee company insurance or related funds that management uses
to cover costs such as disability benefits or lawsuits.

 Direct information for claimants.

 Preside over claims investigations.

 Review insurance policies.

 Manage insurance data for reports.


 Analyze statistical data, such as mortality, accident, sickness, disability, and
retirement rates and construct probability tables to forecast risk and liability for
payment of future benefits

 Determine premium rates.

 Ascertain cash reserves necessary to ensure payment of future benefits.


 training and guiding insurance agents or associates; ensuring that best customer service is
delivered by the department; meeting customers; up selling and cross-selling insurance products;
handling administrative issues relating to the role; assisting the insurance manager in day to day
tasks; mentoring agents; filling up policy requisition forms; taking care of administrative issues in
absence of insurance manager; handling customer inquiries and performing several other tasks. An
insurance oCoordinating the staff recruitment process in consultation with HRM. training
on-boarding, performance management etc. fficer typically reports to an insurance
 Responsible for all staff welfare issues including medical, group life cover etc.
Coordinating staff development; identification of training needs deployment manager.

 Drafting letters regarding staff matters in consultation with the HRM
 Updating and managing leave schedules and records, generating leave reports and
ensuring adherence to the leave policy and procedure
 Managing the staff records and implementing the relevant actions
 Managing the HRMS and preparing weekly, monthly and annual labour analysis and ad-
hoc reports
 Overseeing the general housekeeping issues, security, transport and messengerial
services
 Any other duties that may be assigned
 Actively work towards streamlining the administrative tasks within the Branch Office;
 Generate presentations for the Branch Office Head;
 Ensure that all daily needs and tasks are completed for the Branch Office Head as required;
 Draft and amend all documents as directed;
 Deal with all post and communications;
 Order of office supplies;
 Arrange coffees/ lunches for internal meetings;
 Arrange travel and accommodation, domestic and foreign;
 Liaise with international production site & coordinate with German customers
 Support the Inside Sales Manager with entering, coordinating and managing orders in collaboration with
the international supply chain network to ensure delivery date commitments;
 Support in arranging the transport, issuing relevant documents;
 Support in issuing invoices and checking receipt of payments;
 Support in consulting customers for their enquiries;
 Act as contact person for problem solving with effective complaint and claims processing;
 Prepare documents, e.g. Purchase Orders, Invoice;
 Prepare and support in production of reports and statistics as well as monthly financial accounting data;
 Deal with travelling expenses;
 Support the controlling department in carrying out weekly/monthly banking including identifying and
resolving any discrepancies;
 Handle incoming invoices;
 If qualified, process monthly payroll for the German branch team; reviewing and ensuring accuracy of
approved changes, updated and special payroll deductions;
 Contact to German banks, tax advisors, attorneys, auditors etc.
 Good knowledge of Microsoft Office products, especially PowerPoint and Excel;
 Enthusiasm to learn new skills and ability to grasp large amounts of product information;
 Excellent communication skills in English and German, outstanding telephone manner;
 Candidates with SAP experience will be preferred;
 Detail oriented and used to work with tight time-frames and under pressure;
 Ability to accurately input data and maintain attention to detail;
 Strong service oriented mind-set;
 Good cooperation and team skills;
 High level of self-dependence and self-organization as well as ability to use own initiative, prioritize and
plan ahead;
 Culturally open-minded;
 Experience in accounting in Germany preferred;
 Numerate and logical;
 Innovative attitude, challenging continuously the status quo and always looking for improvement;
 Confidentiality and discretion is mandatory.

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