Protection Advisor

Responsibilities:

• Attend regular meetings held by the Bank branch management to address action plans, activities, trainings, etc
• Provide the customers with superior after sale services such as but not limited to medical bookings arrangements, conducting welcome calls, reply to inquiries etc.
• Handle all customer inquiries, requests and complaints to maximize customer satisfaction
• Identify new sales opportunities among existing clients to boost sales through cross selling, taking referrals, etc.
• Meet all business requirements in terms of accuracy and reports deadlines.
• Maintain High Premium Persistency and Health renewal measures by consistent following up on his /her policies at risk and do all required retention efforts.
• Responsible for his / her branch archiving system.
• Follow company policies and procedures in terms of regulatory guidelines, PCI, etc
• Maintain Strong relation with bank staff to ensure their cooperation through the referral process.
• Introduce company’s new products to the bank staff to ensure their full awareness of all AXA products.
• Achieve sales target by approaching prospect customers referred by bank staff.
• Seize new opportunities and open new markets by approaching potential clients.
• Conduct outside meetings with clients if necessary.
• Perform all other duties assigned by manager