Bancassurance Associate PH
Core
Liaison between insurance company and bank branches, managing product distribution, customer acquisition, and administrative operations for Life and General Business.
Role type
Bancassurance Associate
Builds
Insurance policies and advisory services for bank clientele
Domain
Insurance / Banking
Deliverable
client delivery
Required skills
customer service, product marketing, customer retention, reconciliation, market research, underwriting, claims processing, finance operations, relationship management, staff supervision
Preferred skills
experience in banking and finance, economics, or social sciences
Technologies
none stated
Responsibilities
attend insurance meetings with bank staff, manage promotions and campaigns, prepare product proposals, achieve revenue targets, handle monthly renewals and new business solicitation, generate and publish global and retail reports, process co-insurance transactions, manage underwriting and claims, follow up on outstanding premiums and proposals, supervise staff promo and auto-run processes
Seniority
Junior, entry-level IC