bayt
Insurance Specialist
metlife
Doha, QAT
Senior
2 days ago
InsuranceSpecialist
Free
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InsuranceSpecialist
About the Role
A dynamic opportunity exists for an Insurance Specialist in Doha, Qatar, focusing on achieving sales targets and enhancing team performance. Responsibilities include training sales teams, managing business pipelines, and ensuring compliance with underwriting guidelines.
Key Skills for This Role
InsuranceSpecialist
Full Job Posting
Job Description
- Achieve assigned sales targets based on product mix
- Meet bank sales team (RMs/WAs) on daily basis to explore opportunities for Insurance sales
- Maintaining business pipeline for month in conjunction with RM/WA
- 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)
- Provide monthly performance reports of Fund Performance on MetLife platform to sales team.
- 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 RM/WA.
- Tracking of contest qualifiers
- Support to work on untapped clients/data of bank to generate new avenues of business.
- Focus on RM activation across all segments to increase the business
- Providing portfolio synopsis for HNI clients (Million dollar +)
- Assist RM/WA in portfolio review of clients on quarterly basis
- Drive balanced portfolio mix of protection and savings
- Drive balanced premium mix of regular and single
, Experience, & Skills
- Undergraduate degree required (Bachelor)
- 2-4 years of experience within retail sales (preferred in insurance, or banking environment)
- Sales capabilities
- Solid knowledge of Qatar market
• Bilingual (Arabic & English)
- MS Office
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