Mashreq
Insurance Specialist – Retail Banking Group
- Permanent
- Dubai, United Arab Emirates
- Experience 2 - 5 yrs
Job overview
Date posted
25/11/2025
Location
Dubai, United Arab Emirates
Salary
AED 15,000 - 20,000 per month
Compensation
Salary only
Experience
2 - 5 yrs
Seniority
Experienced
Qualification
Bachelors degree
Expiration date
09/01/2026
Job description
The role focuses on achieving monthly insurance sales targets through proactive customer engagement, financial analysis, and relationship management. The Insurance Specialist is responsible for sourcing prospects, profiling customers, presenting insurance solutions, and ensuring high-quality service across the full customer lifecycle. The job includes training frontline staff to enhance bancassurance performance, resolving insurance-related customer complaints, reducing application errors, and contributing to strong audit outcomes. The role requires consistent prospecting, cross-selling, market awareness, and the ability to deliver superior customer experiences across diverse demographics.
Required skills
Key responsibilities
- Achieve monthly insurance FER / premium and individual sales targets
- Proactively address customer needs and provide financial analysis
- Acquire, develop, and manage customer relationships to grow insurance sales
- Train and support frontline staff to promote insurance products
- Source and prospect customers for wealth and insurance products
- Cross-sell, up-sell, and provide market trend updates
- Ensure superior customer service and strong customer experience
- Profile customers to identify financial needs and suitable solutions
- Retain customers and minimize insurance attrition
- Own and resolve insurance-related customer complaints
- Provide feedback to improve products, processes, and customer journeys
- Maintain strong audit hygiene within bancassurance activities
- Meet service standards and reduce application rework/rejects
- Collaborate with internal teams and insurance providers
Experience & skills
- Strong consultative sales skills in insurance or financial products
- Ability to engage diverse customer demographics without bias
- Competence in financial needs analysis and profiling
- Excellent communication and relationship-building abilities
- Problem-solving capability in unstructured situations
- Team-oriented mindset and ability to work with support units
- Focus on compliance, documentation accuracy, and audit quality
