Business Insurance Specialist
Core
Partner with Corporate Banking Relationship Managers to identify, develop, and capture insurance business opportunities from existing and prospective corporate customers.
Role type
Senior IC business insurance specialist (corporate banking)
Builds
Keyman Insurance, Shareholder Protection Insurance, Employee Benefits, Business Protection Solutions, Universal Life, and other wealth protection products
Domain
Corporate banking and insurance
Deliverable
client delivery
Required skills
corporate insurance solutions, bancassurance, wealth management, financial advisory, SME customer service, commercial banking, corporate banking, customer relationship management, cross-selling, regulatory compliance, risk awareness
Preferred skills
serving SME, commercial banking, or corporate banking customers
Technologies
N/A
Responsibilities
Conduct joint customer visits with RMs to understand clients' protection, succession planning, and wealth preservation needs; Prepare product proposals, quotations, and presentations for customers; Support the end-to-end insurance sales process including policy application and underwriting follow-up; Act as the insurance subject matter expert for the Corporate Banking Department; Collaborate with insurance partners and internal stakeholders to ensure efficient business execution
Seniority
Senior, hands-on IC