Mobile Insurance Specialist

HSBC; Chihuahua; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading financial institution located in Chihuahua is seeking a Mobile Insurance Specialist to enhance customer wealth needs through effective insurance solutions. The ideal candidate will identify business opportunities, maintain a high customer satisfaction rate, and provide specialized advice to ensure customer protection. A strong focus on analytical driven leads and collaborative teamwork is essential. This role offers the opportunity to work on a mobile sales model that meets customer timing and location preferences.

Responsabilidades

• Promote HSBC insurance solutions for customer wealth needs.
• Identify business opportunities from analytical driven leads.
• Maintain high submitted-to-issued ratio with after-sales service.
• Provide specialist advice on insurance solutions for NRC customers.
• Establish relationships with branch teams to enhance client experiences.
• Drive fulfillment of multiple needs for existing insurance customers.
• Contribute to a positive team culture and cross-sell skills.
• Support referrals to branches for additional customer needs.
• Manage individual insurance portfolio for customer satisfaction.

Descripción del empleo

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.