Insurance Specialist

Mashreq
United Arab Emirates
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 6-8 yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Influencing & negotiation","Customer focus","Analytical thinking"]

Manage end-to-end I&I (Investment & Insurance) sales for Business Banking, generating insurance revenue (FER) through cross-selling and referral harvesting. Profile business banking clients to identify needs, present investment and insurance value, and provide regular market and trend updates. Own end-to-end insurance sale/service, take responsibility for insurance complaints, and coordinate with investment and insurance teams to resolve issues while supporting branch acquisition and customer retention.

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FursaFursa
Mashreq
Mashreq
1 day ago

Insurance Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Manage end-to-end I&I (Investment & Insurance) sales for Business Banking, generating insurance revenue (FER) through cross-selling and referral harvesting. Profile business banking clients to identify needs, present investment and insurance value, and provide regular market and trend updates. Own end-to-end insurance sale/service, take responsibility for insurance complaints, and coordinate with investment and insurance teams to resolve issues while supporting branch acquisition and customer retention.
Location: United Arab Emirates
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Manage end-to-end insurance sales/service for Business Banking and generate Insurance FER through the BB channel.
  • •Harvest referrals for insurance sales, present investment/insurance opportunities and value to BB clients, and cross-sell wealth products.
  • •Educate and present I&I ideas, opportunities, and need analysis to BB teams to generate referrals and up-sell/cross-sell.
  • •Support end-to-end customer service for insurance products in Business Banking and coordinate with investment and insurance teams for complaint resolution.
  • •Provide regular market information updates, competitive analysis, and feedback to improve I&I products and services, while minimizing insurance attrition.

Key Requirements

  • •Graduate with 6-8 years of experience in insurance sales, preferably in the UAE.
  • •Proficient communication, profiling, presentation, and analytical skills, with strong interpersonal skills.
  • •Well versed with CPRA (Client Profiling and Risk Analysis) and able to understand client needs and risk.
  • •Ability to pass CII and Shariah certifications, and complete required bancassurance product internal certifications.
  • •Thorough knowledge of retail banking products, services, policies, and processes in MashreqBank.
Experience:6-8 years
Education:Bachelor's
Skills:CommunicationInterpersonal skillsInfluencing & negotiationCustomer focusAnalytical thinking
Certifications:CIIShariah
Languages:US
Tech Stack:Computer literacy

Company Brief

Mashreq
Mashreq Bank is a UAE-headquartered full-service bank offering retail, corporate, Islamic and digital banking, treasury, and capital markets services across the Middle East and internationally.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dubai, United Arab Emirates
Founded: 1967
Glassdoor
Glassdoor: 3.3
WebsiteLinkedInGlassdoor