Insurance Specialist

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Insurance Specialist

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Date Posted: Nov 30, 2023

Location(s): OM OM

Company: MetLife

JOB PURPOSE:

Manage day-to-day MetLife relationship with Banks and provide required support to bank sales team.

JOB DESCRIPTION: 

• Meet bank sales team on daily basis to explore opportunities for Insurance sales.
• Maintaining business pipeline for month in conjunction with bank sales team.
• Responsible for arranging product training, training refresher for sales team on regular basis.
• Responsible to educate sales team on underwriting guidelines to ensure smooth flow of business.
• Responsible for arranging training on completion of application/documentation for business sourced to ensure the TAT are maintained.
• Responsible to keep the sales team updated with the requirements of business submitted to MetLife.
• Responsible for field underwriting of New Applications (completeness of relevant documentation)
• Facilitate provision of policy statements, Fund fact sheets to sales team on timely basis.
• Ensure that all the sales material (Application/brochures etc) are available to sales team at all times.
• Attend Joint client meetings with bank sales team.
• Tracking of sales contest qualifiers.
• Support to work on untapped clients/data of bank to generate new avenues of business.
• Focus on sales team activation across all segments to increase the business.
• Assist sales team in policies review of clients on quarterly basis
• Drive balanced portfolio mix of protection and savings.
• Drive balanced premium mix of regular.

COMMUNICATIONS & WORKING RELATIONSHIPS:

Internal:  Banca Ops, underwriting, customer servies, L&D

External:  Bank partners sales team

QUALIFICATIONS, EXPERIENCE, & SKILLS:

• 2-10 years of experience within sales, insurance or banking environment
• Bachelor’s degree required
• Sales capabilities.
• Solid knowledge of Oman market
• Microsoft Office Package: Word, Excel, Outlook, PowerPoint, and Internet Navigation
• Excellent command of both Arabic and English