Mobile Insurance Specialist

HSBC; Ciudad de México; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A multinational banking company in Mexico is seeking a Mobile Insurance Specialist to promote insurance solutions that match customer wealth needs. The role requires managing an insurance portfolio, identifying sales opportunities, and providing specialist advice. Ideal candidates have experience in insurance sales and strong analytical skills. This position offers a dynamic work environment with a focus on customer satisfaction and team collaboration.

Formación

• Experience in insurance sales and customer relationship management.
• Proficiency in analytical skills to drive leads.
• Ability to work collaboratively within a team.

Responsabilidades

• Identify and capture insurance business opportunities.
• Promote professional sale of insurance products.
• Manage individual insurance portfolio.

Descripción del empleo

Generador de Mobile Insurance Specialist

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.