Insurance Specialist.BCA Insurance

Mashreq Bank PSC; United Arab Emirates; On-site; AED 80,000 - 100,000; Full time

Job summary

A leading bank in the UAE seeks to enhance customer experiences by hiring professionals to manage financial services effectively. Candidates should have a university degree and 2-3 years of banking experience, with strong interpersonal skills and the ability to work under pressure. The role demands achieving specific targets and providing superior service. This is a full-time office role located in the United Arab Emirates, aiming to meet the high standards of customer satisfaction and retention.

Qualifications

• 2-3 years banking experience or experience in any other service industry.
• Thorough knowledge of products, services, policies and processes of retail banking.

Responsibilities

• Achieve monthly Insurance FER and individual target.
• Manage and develop relationships with Personal Banking customers.
• Provide superior customer service to enhance customer satisfaction.
• Take ownership of customer complaints and coordinate for resolution.

Skills

Interpersonal skills

Ability to work under pressure

Education

University Graduate

Job description

United Arab Emirates (Fulltime office (FTO))

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Job Description

To provide MashreqBank customer's financial services which exceed the customer's expectations by delivering an unbiased, competent, timely and seamless service.

Key Result Areas

• Achieve monthly Insurance FER (personal banking) & individual target.
• Proactively work towards satisfying the needs of the customer through REAC.
• Acquire, develop and strengthen Insurance acquisition through effective relationship management in accordance with business goals.
• Contribute to front‑line branch staff through accomplishment of Insurance FER targets by training and skilling SSOs to confidently promote OTC Insurance products.
• Manage and develop relationships with new and existing Personal Banking customers through professional consultative financial analysis.
• Actively source and prospect Personal Banking customers for Wealth Insurance products.
• Upsell, cross‑sell, providing regular market information updates and trend analysis.
• Ensure superior customer service thereby contributing to the overall Mashreq customer experience.
• Profile each and every customer met to understand their needs.
• Customer retention is also the SSOs responsibility.
• Improve service levels at the branches.
• Take ownership of customer complaints and coordinate with respective teams and Insurance providers for resolution.
• Be a team player and contribute to achievement of goals based on the Key Performance Indicators, in the Branch. Also support and coach new staff to make easier their assimilation in the MB family.
• Provide constructive and constant feedback on improvement of insurance products, services, processes which may either reduce cycle time or costs or enhance customer satisfaction.
• Minimize Insurance attrition.
• Customer acquisition through sales to walk‑ins and through tracking the activities viz. contacts to appointments kept and appointment kept to sales.
• Increase share of wallets of high‑risk customers to prevent an easy exit.
• Meet the set service standards (indicators and surveys).
• Reduce PIR.
• Contribute towards acceptable audit rating for the Branch.

Knowledge, skills and experience

• Thorough knowledge of products, services, policies and processes of retail banking in MashreqBank.
• Interpersonal skills.
• Ability to work under pressure.
• University Graduate with 2‑3 years banking experience or experience in any other service industry.

Job Info

• Job Identification 3985
• Job Category MashreqBank
• Posting Date 12/09/2025, 08:19 AM
• Apply Before 01/31/2026, 12:00 AM
• Job Schedule Full time
• Locations United Arab Emirates (Fulltime office (FTO))