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Role purpose:
Promote HSBC insurance solutions to match customer’s wealth needs (in particular Savings, Retirement and Investment), and increase insurance penetration through Premier segment, with a key focus on clients that don’t visit the branches often, through analytical and marketing program-driven sales leads and RM Referrals. Deliver customer needs in line with customer timing and location preferences, through an outreach, mobile, and tablet-enabled sales model.
Principal accountabilities:
- Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads and campaigns
- Maintain a high level of submitted-to-issued ratio (with prompt follow up and after-sales service)
- Promote professional sale of insurance products
- Provide specialist advice on appropriate insurance solutions to ensure the insurance/ protection needs of Premier NRC customers are well fulfilled
- Establish effective working relationships with other teams within the Branch, and other relevant partners that impact client’s experience of HSBC; in order to ensure a consistent approach and application of outstanding service standard
- Drive multiple-need fulfilment for existing NRC Insurance ETB customers through x-sell and maturity campaigns
- Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing. Build relationship with RMs and Clients
- Support referrals to the branch when other customer needs (wealth/ non-insurance) are identified
- Identify and capture business opportunity from customer referrals and provide referral leads to RM from non-bank customers to onboard the customer
- Manage individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency.