● Solicit new business, cross-sell and up-sell identified products to the bank’s customer base.
● Establish, maintain, and grow relationships with the bank officers and staff in the branch/es
they are assigned to for the purposes of generating bancassurance leads and
bancassurance business
● Establish, maintain, and grow relationships with prospective and existing clientele; Perform
customer service and business conservation activities
● Act as a liaison between the customer and our back office for policy servicing and claims;
submit required reports on time
● Provide timely field intelligence on products, marketing campaigns, competitors and the
bank partner that will affect bancassurance business
● Report and meet weekly with Bancassurance Area Manager, Branch Manager/s and
Relationship Manager/s for production updates and marketing campaigns and other related
matters
● Perform other tasks as may be required by immediate superior for the purposes of
bancassurance business