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Senior Marketing Specialist - Bancassurance


Job Summary

To drive growth and profitability in all assigned products through risk selection, pricing, negotiation, sales, retention, and quality service.

Job Accountabilities - Key Accountabilities

• Actively manage daily work processes of designated territory to achieve operational and strategic objectives.
• Analyze needs, develop and recommend alternatives for improvements to processes, customer service or products.
• Lead short term (3 to 9 months), defined scope projects.
• Develop and maintain profitable relationships with new and existing customers.
• Assist customers with loss prevention meetings, claims issues, and product training.
• Provide training to customer and Strategic Business Unit personnel on products and services.
• Provide technical advice that enables a customer to solve a problem or improve business.
• Develop and maintain positive customer relationships by meeting regularly with customers when no specific initiative is underway.
• Anticipate customer needs, monitor trends in order to recommend changes.
• Resolve technical issues within function or unit.

Business Accountabilities

• Carry out tasks, such as the preparation of customer and distributor reports, to support the implementation of projects to time and quality standards.
• Assess and evaluate business processes in order to identify opportunities for improvement.
• Investigate and drive research/analysis around potential business development opportunities.
• Review assigned customer cases, prioritize case load and interpret established policies, applying discretion within authority limits in order to resolve customer issues.

Job Qualifications

• High School Diploma or Equivalent and 1 or more years of experience in the Sales area

• Zurich Certified Insurance Apprentice including an Associate Degree and No prior experience required in the Sales area

• Knowledge of principles of sales, sales techniques, and sales terminology
• Knowledge of requirements within insurance industry regulatory environment
• Knowledge of Microsoft Office
• The ability to be licensed to sell insurance in the states where required

• 2 or more years of sales experience
• Licensed to sell insurance in the states where required
• Experience analyzing financial statements

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