Client Engagement Specialist

1 week ago

Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 1,50,000 - ₹ 28,00,000
Job Title

Relationship Associate

About This Role

A Relationship Associate in Bancassurance is a key professional within the banking sector, focusing on establishing and maintaining strong relationships with customers regarding insurance products and services offered by the bank.

Responsibilities
  • Customer Relationship Management: Develop and maintain strong, long-term relationships with bank customers to understand their insurance needs and provide personalized solutions.
  • Insurance Product Knowledge: Stay updated on the features, benefits, terms, and conditions of various insurance products offered by the bank, including life insurance, health insurance, general insurance, and other relevant solutions.
  • Sales and Cross-Selling: Identify opportunities to promote and sell insurance products to customers, explaining product features and addressing customer inquiries to facilitate smooth purchasing processes.
  • Needs Analysis and Solution Design: Conduct thorough needs analysis for customers to determine their insurance requirements, assessing risk profiles, financial goals, and coverage needs to design suitable insurance solutions.
  • Documentation and Application Processing: Assist customers with completing insurance application forms and related documentation, ensuring accuracy and facilitating smooth processing of applications.
  • Customer Service and Support: Provide ongoing support to address customer inquiries, claims processing, and policy servicing requirements, acting as a point of contact throughout the insurance policy lifecycle.
Requirements
  • Developed skills in customer relationship management and sales techniques.
  • Strong knowledge of insurance products and services.
  • Ability to analyze customer needs and design suitable solutions.
  • Excellent communication and interpersonal skills.
  • Proficiency in using technology to enhance customer experiences.
Benefits

This role offers a dynamic work environment, opportunities for growth and development, and a competitive salary package.

What We Offer

We provide a supportive team environment, ongoing training and development opportunities, and a comprehensive benefits package, including medical and dental insurance, retirement plan matching, and paid time off.

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