Junior Bancassurance Officer

Job Description

Support the implementation of Bancassurance sales strategies to achieve business growth and revenue targets.

Promote insurance products and services through assigned bank branches and customer touchpoints.

Build and maintain strong working relationships with bank branch staff to enhance insurance sales performance.

Assist customers in understanding insurance products and provide appropriate product recommendations based on their needs.

Generate insurance quotations, process applications, and facilitate policy issuance in a timely manner.

Follow up on sales leads and convert opportunities into new business.

Provide after-sales support and assist customers with policy inquiries, renewals, endorsements, and claims guidance.

Conduct product presentations and awareness sessions for bank staff and customers.

Monitor sales performance within assigned branches and provide regular feedback to management.

Ensure compliance with company policies, insurance regulations, and Bancassurance operational procedures.

Prepare and submit accurate sales, activity, and performance reports.

Maintain proper records of customer interactions, policy documentation, and sales activities.

Identify new business opportunities and recommend strategies to improve Bancassurance penetration.

Collaborate with internal departments to ensure efficient service delivery and customer satisfaction.

Perform any related duties assigned by the RO/Management.

Skills Required

Spreadsheets (e.g. Excel, Google Sheets, etc)
Word Processing and Desktop Publishing Tools (MS Office, Google Docs, etc)