13 Insurance Specialist jobs in Qatar

Job Summary

The Insurance Sales Specialist is responsible for meeting sales targets by promoting a balanced product mix, collaborating with Relationship Managers / Sales Officers, and maintaining a strong client pipeline. Key tasks include promoting savings and protection products, driving new business, managing new application processes, supporting clients, and assisting with any inquiries of customers and branches. The specialist also ensures smooth business flow, onboarding of customers, and delivers excellent service to premium clients, all while maintaining high business quality standards.

Key Accountabilities

• Achieve assigned sales targets based on product mix
• Work closely with RM / Branches to achieve their own targets.
• Maintaining business pipeline for month in conjunction with branch RMs / Sales officers.
• Responsible to ensure smooth flow of business by utilizing underwriting guidelines.
• Responsible for field underwriting of New Applications (completeness of relevant documentation)
• Facilitate provision of policy statements, fund fact sheets to sales team on timely basis.
• Attend Joint client meetings with RM / Sales officers.
• Support to work on untapped clients / data of bank to generate new avenues of business.
• Assist RM / Sales officers in data calling for client meeting for MetLife products
• Focus on RM activation across all segments to increase the business
• Assist RM / Sales officers in portfolio review of clients on quarterly basis
• Drive balanced portfolio mix of protection and savings products
• Providing high level of customer service for premium clients (Million dollar +) in particular
• Maintain high level of business quality, met with quality KPIs

Other Accountabilities

Education

Job Summary

The Insurance Sales Specialist is responsible for meeting sales targets by promoting a balanced product mix, collaborating with Relationship Managers / Sales Officers, and maintaining a strong client pipeline. Key tasks include promoting savings and protection products, driving new business, managing new application processes, supporting clients, and assisting with any inquiries of customers and branches. The specialist also ensures smooth business flow, onboarding of customers, and delivers excellent service to premium clients, all while maintaining high business quality standards.

Key Accountabilities

• Achieve assigned sales targets based on product mix
• Work closely with RM / Branches to achieve their own targets.
• Maintaining business pipeline for month in conjunction with branch RMs / Sales officers.
• Responsible to ensure smooth flow of business by utilizing underwriting guidelines.
• Responsible for field underwriting of New Applications (completeness of relevant documentation)
• Facilitate provision of policy statements, fund fact sheets to sales team on timely basis.
• Attend Joint client meetings with RM / Sales officers.
• Support to work on untapped clients / data of bank to generate new avenues of business.
• Assist RM / Sales officers in data calling for client meeting for MetLife products
• Focus on RM activation across all segments to increase the business
• Assist RM / Sales officers in portfolio review of clients on quarterly basis
• Drive balanced portfolio mix of protection and savings products
• Providing high level of customer service for premium clients (Million dollar +) in particular
• Maintain high level of business quality, met with quality KPIs

Other Accountabilities

Education

The Insurance Sales Team Leader is responsible for achieving sales and market share goals. Key duties include supporting the team with insurance knowledge, setting KPIs, developing a customer base, ensuring excellent customer service, and managing day-to-day operations with internal and external parties. The Team Leader also drives business growth by maintaining a strong pipeline, providing training, facilitating product materials, overseeing joint client meetings, and handling reporting and activity trackers. This role ensures high-quality standards and customer satisfaction are consistently met.

Key Accountabilities

• Responsible to achieve the Bank objectives of Sales and market share
• Train and support the banks sales team on insurance products and sales Skills
• Train, guide, direct, support and manage the team of designated Insurance Specialists
• Ensure team KPIs are clear and support the team to achieve desired results
• Explore and develop sales opportunities in new channels within the bank to increase the penetration of insurance
• Liaise with the internal departments on day-to-day activities of the bank
• Responsible for delivering a great customer experience through strong relationship management covering all customer issues and requests from banks, including operational and customer service-related issues.
• Manages day-to-day activities as per the marketing & distribution agreements and SLA signed with the respective insurance partner
• Develop and coach team members to be motivated and successful in demonstrating full knowledge and sales ability to their assigned channel.
• Take responsibility for own personal development in line with agreed annual performance objectives
• Mange the team to maintaining business pipeline for month in conjunction with RMs / Sales Officers
• Responsible for arranging product training, training refresher for sales team on regular basis.
• Responsible to educate sales team on underwriting guidelines.
• Responsible to keep the sales team updated with the requirements of business submitted to insurance company
• 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 for the sales team and customers
• Attend Joint client meetings with RM / Sales Officers.
• Focus on RM activation across all segments to increase the business
• Assist RMs / Sales Officers in portfolio review of clients on quarterly basis
• Drive balanced portfolio mix of protection and savings
• Providing high level of customer service for Premium and Private banking customers.
• Maintain high level of business quality, met with quality KPIs.

The Insurance Sales Team Leader is responsible for achieving sales and market share goals. Key duties include supporting the team with insurance knowledge, setting KPIs, developing a customer base, ensuring excellent customer service, and managing day-to-day operations with internal and external parties. The Team Leader also drives business growth by maintaining a strong pipeline, providing training, facilitating product materials, overseeing joint client meetings, and handling reporting and activity trackers. This role ensures high-quality standards and customer satisfaction are consistently met.

Key Accountabilities

• Responsible to achieve the Bank objectives of Sales and market share
• Train and support the banks sales team on insurance products and sales Skills
• Train, guide, direct, support and manage the team of designated Insurance Specialists
• Ensure team KPIs are clear and support the team to achieve desired results
• Explore and develop sales opportunities in new channels within the bank to increase the penetration of insurance
• Liaise with the internal departments on day-to-day activities of the bank
• Responsible for delivering a great customer experience through strong relationship management covering all customer issues and requests from banks, including operational and customer service-related issues.
• Manages day-to-day activities as per the marketing & distribution agreements and SLA signed with the respective insurance partner
• Develop and coach team members to be motivated and successful in demonstrating full knowledge and sales ability to their assigned channel.
• Take responsibility for own personal development in line with agreed annual performance objectives
• Mange the team to maintaining business pipeline for month in conjunction with RMs / Sales Officers
• Responsible for arranging product training, training refresher for sales team on regular basis.
• Responsible to educate sales team on underwriting guidelines.
• Responsible to keep the sales team updated with the requirements of business submitted to insurance company
• 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 for the sales team and customers
• Attend Joint client meetings with RM / Sales Officers.
• Focus on RM activation across all segments to increase the business
• Assist RMs / Sales Officers in portfolio review of clients on quarterly basis
• Drive balanced portfolio mix of protection and savings
• Providing high level of customer service for Premium and Private banking customers.
• Maintain high level of business quality, met with quality KPIs.