Insurance Sales Specialist
Role Overview
The Insurance Sales Specialist meets sales targets by promoting a balanced product mix and maintaining a strong client pipeline.
The role collaborates with Relationship Managers and Sales Officers, supports new business and applications, and assists customers and branches.
The specialist supports onboarding and premium-client service while maintaining business quality standards.
Key Skills for This Role
Full Job Posting
About Commercial Bank of Qatar
Commercial Bank was founded in 1975 and is headquartered in Doha.
The bank offers personal, business, government, international, and investment services.
Job summary
The Insurance Sales Specialist meets sales targets by promoting a balanced product mix and maintaining a strong client pipeline.
The role collaborates with Relationship Managers and Sales Officers, supports new business and applications, and assists customers and branches.
The specialist supports onboarding and premium-client service while maintaining business quality standards.
Key responsibilities
- Achieve assigned sales targets based on product mix and work with Relationship Managers and branches toward their targets.
- Maintain the monthly business pipeline with branch Relationship Managers and Sales Officers.
- Apply underwriting guidelines to support smooth business flow and check completeness of new application documents through field underwriting.
- Provide policy statements and fund fact sheets to the sales team in a timely manner.
- Attend joint client meetings and support client meeting outreach for MetLife products.
- Find new business opportunities among untapped bank clients and data, and activate Relationship Managers across segments.
- Assist with quarterly client portfolio reviews and promote a balanced mix of protection and savings products.
- Provide high-level customer service to premium clients, including million-dollar-plus clients.
- Maintain business quality and meet quality KPIs.
Qualifications and experience
- Bachelor’s degree in a relevant field is required.
- Fluency in English and Arabic is required.
- Minimum 3 years of relevant experience is required.
- Insurance industry knowledge is a must.
- The competencies section cites 3–10 years of retail sales experience, preferably in insurance or banking.
- Sales capabilities, understanding of insurance market trends, and solid knowledge of the Qatari market are listed.
- Good verbal and written communication skills and excellent command of MS Office are listed.
Why Commercial Bank
- The employer describes an innovation-driven, digital-first environment and opportunities for professional development and international exposure.
- The posting mentions employee well-being, work-life balance, competitive compensation and benefits, and a commitment to diversity and inclusion.
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