Overview
mobile insurance specialist (mis)
role purpose: promote hsbc insurance solutions to match customer’s wealth needs (in particular savings, retirement and investment), and increase insurance penetration through premier segment, with a key focus on clients that don’t visit the branches often, through analytical and marketing program-driven sales leads and rm referrals. Deliver customer needs in line with customer timing and location preferences, through an outreach, mobile, and tablet-enabled sales model.
principal accountabilities
* identify and capture insurance business opportunities with prompt follow-up on analytically driven leads and campaigns
* maintain a high level of submitted-to-issued ratio (with prompt follow up and after-sales service)
* promote professional sale of insurance products
* provide specialist advice on appropriate insurance solutions to ensure the insurance/ protection needs of premier nrc customers are well fulfilled
* establish effective working relationships with other teams within the branch, and other relevant partners that impact client’s experience of hsbc; in order to ensure a consistent approach and application of outstanding service standard
* drive multiple-need fulfilment for existing nrc insurance etb customers through x-sell and maturity campaigns
* build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing. Build relationship with rms and clients
* support referrals to the branch when other customer needs (wealth/ non-insurance) are identified
* identify and capture business opportunity from customer referrals and provide referral leads to rm from non-bank customers to onboard the customer
* manage individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency.
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