Associate Bancassurance Insurance

Job Description

• Visiting to the tie-up banks.
• Checking the loan disbursement files given by the banks.
• Based on the leads received / generated, analyze the customer's product needs.
• Provide policy quotation to the banks.
• Filling the proposal form after the agreement of the quotations and collecting all required documents.
• Handing over the proposal form to the operations department for policy issuance.
• Cordination with the operations team for policy issuance.
• Attending to customer’s queries, visiting the partnered banks on regular basis, and maintaining relationships with the bank staff.
• Providing end-to-end solutions to Banca partners while ensuring that service level commitments are met.
• Responsible for achieving the top line targets through Banca partners.

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