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DUTIES AND RESPONSIBILITIES

• Contribute to the formulation and implementation of business growth strategies necessary to generate leads and close business as per the set business goals/targets.

• Identify markets, cross-selling, up-selling, prepare quotations, schedule meetings, activations and presentations with potential clients (working closely with the Bancassurance Sales Officers and the respective Branches and Relationship Officers).

• Keep track of Client Insurance Renewals (Prepare proposals, renewal documents, quotations) for clients and communicate with insurers on any negotiations and/or following up on requests from clients.

• Ensure timely collection of customer premium and remittance to the Insurers so as to meet regulation requirements i.e., working with Insurers and Bancassurance Operations Officer to prepare reconciliation statements

• Support General Insurance penetration and productivity within from the Bank Segments i.e., Branches, Commercial, SME and Corporate through training and customer engagement working with the Bancassurance Sales Officer(s).

• Ensure timely collection of commissions from the Insurer(s) and supporting on commission reconciliations as per the set standards.

• Work closely with the Insurance Companies to ensure efficient delivery of services to Bank customers i.e., display branding materials in the Branches and engage in operational review meetings.

• Work with Insurers to develop and design Incentives to drive business/sales growth across the different Bank segments so as to achieve the set targets.

• Claims administration and management to ensure timely response to both Insurer and Client requests.

• Updating the production template with all Insurance policies sold and received from the Insurers to ensure correct reports are generated to the leads generators, departments and/or management.

• Conduct inspections, risk assessments, client trainings, client visits and service on a dayto-day basis to drive pipeline activities along with the Bancassurance Sales Officers.

• Study and understand the industry standard products, be familiar with clients’ policy wordings and establish what options the various insurers can provide.

• Actively participate in Insurance Sales activation programs organized by Branch management and Insurers working with the Bancassurance Sales Officers and the Principal Officer – Bancassurance.

• Ensure compliance to the Bank’s policies, procedures and regulatory requirements.

• Comply with the AML/CFT/CPF policies and procedures, non-compliance of which shall be addressed as per the Bank disciplinary processes.