Relationship Officer Bancassurance
Relationship Officer Bancassurance at TACOBA May, 2023
Job purpose:
The role holder will be responsible for driving growth of Bancassurance business through effective selling, excellent customer service and execution of operational Bancassurance services to the customers as per set objectives of the Bank.
Recommended:Main Responsibilities:
- Drive sustainable growth of the assigned portfolio in order to achieve the set business target.
- Effectively create new client relationships and partnerships whilst ensuring retention of existing business relationships through high standards of customer service.
- Execution of day to day Insurance operations of the Bank which entails cross selling of insurance products, posting of risk details, claims administration and documentation as well as follow up on renewals.
- To guide the customers through the process of underwriting and maintain accurate records and reports on insurance transactions.
- Champion the delivery of consistent, seamless and trusted customer service to ensure customer retention and loyalty.
- Ensure customer enquiries are resolved promptly as per laid down policies and procedures.
- Collection of premium on all insurance business transacted at the Bank as per laid down procedures.
- Collection of all necessary claims documents and send to insurer after claim reporting.
- Champion Insurance products training at the Bank by working closely with management to sensitize customers on insurance products.
- Participate in Insurance Sales activation programs organized by the Bank in conjunction with Management. ∙ Ensure compliance to the Bank’s policies, procedures and regulatory requirements.
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Knowledge and skills:
- Communication and Presentation skills ∙ Proficient in a variety of computer software applications including Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and Access).
- High Integrity – Comfortable handling confidential information
- Multi-tasking and time-management skills, with the ability to prioritize tasks.
Qualification and Experience:
- Bachelor’s Degree in Insurance and Risk Management or its Equivalent ∙ Certificate of Proficiency in insurance will be added advantage.
- At least 1 year experience in the insurance business or in an area relevant to the assigned responsibilities.
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MODE OF APPLICATION
If you are the one we are looking for above, please submit your application through info@tacobabank.co.tz with a brief certified resume/CV attached with a certified academic and professional certificates addressed to:
The General Manager,Please note:
Tandahimba Community Bank
Plc, P.O Box 06,
Tandahimba.
MTWARA.
The deadline is set at 1700 hours on Friday 12th May 2023.
