Mobile Insurance Specialist

HSBC; San Luis Potosí; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading financial institution in San Luis Potosí is seeking an individual to promote tailored insurance solutions based on customer needs. Responsibilities include identifying business opportunities, providing expert advice, and maintaining a high customer satisfaction level. Ideal candidates should have proven experience in the insurance sector and excellent analytical skills. Join a dynamic team focused on client success and partnership.

Formación

• Proven experience in the insurance industry.
• Strong analytical and communication skills.
• Ability to work collaboratively within a team.

Responsabilidades

• Identify and capture insurance business opportunities.
• Maintain a high level of customer satisfaction.
• Provide specialist advice on insurance solutions.
• Build and maintain relationships with clients and team members.

Conocimientos

Promoting insurance solutions

Building relationships

Customer service excellence

Descripción del empleo

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.