
Customer Engagement Specialist
3 days ago
Role Overview:
As a Relationship Associate, you will be responsible for establishing and maintaining strong customer relationships in Bancassurance. This involves providing personalized insurance solutions based on individual customers' needs.
Key Responsibilities:
- Sustain and grow strong customer connections through regular engagement and effective communication of insurance offerings.
- Develop comprehensive knowledge of insurance products provided by the bank, including life, health, general insurance, and other relevant solutions.
- Promote and sell insurance products to bank customers, identifying opportunities for cross-selling and explaining product features and benefits.
- Conduct thorough needs assessments for customers, evaluating their risk profile, financial objectives, and coverage requirements to design suitable insurance solutions.
- Assist customers with insurance application forms and related documentation, ensuring accuracy and completeness of information provided.
- Provide ongoing support and service to customers, addressing inquiries, claims processing, and policy servicing needs.
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