Bancassurance Relationship Officer-GL4
Position Summary
Introduction
Bancassurance Relationship Officer is responsible for providing technical advice and support on short-term and long-term insurance products, driving insurance sales through effective lead generation and conversion, and delivering exceptional customer service. The role serves as the primary insurance contact for customers, branches, and Business Banking teams, ensuring timely resolution of queries, policy servicing, and after-sales support. The incumbent is accountable for maintaining strong stakeholder relationships, adhering to service level agreements by ensuring customer requests are handled promptly, and ensuring compliance with all regulatory and internal governance requirements.
Job description
1. RELATIONSHIP BUILDING
· Develop sound relationships with insurance industry stakeholders.
· Build and maintain strong relationships with branch teams, Business Banking, and customers
2. SERVICE DELIVERY
· Provide technical advice, guidance, and support on short-term and long-term insurance products to customers, branches, and Business Banking teams.
· Identify, qualify, and convert leads to insurance sales to achieve business growth and revenue targets.
· Build and maintain strong relationships with customers, branch staff, and Business Banking stakeholders.
· Manage customer queries, policy servicing, renewals, and after-sales support to ensure a positive customer experience.
· Maintain service excellence by adhering to agreed service level agreements (SLAs) for customer, branch, and Business Banking requests.
· Manage quotation requests effectively, ensuring accurate and timely quotations are provided and followed through to conversion.
· Support branch and Business Banking teams through training, coaching, and technical insurance advisory services.
3. CUSTOMER SERVICE
· Ensures that clients are handled in a professional manner and that they are provided with accurate information about insurance products and services.
· Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors’ products.
4. RISK MANAGEMENT
· Ensures that all operational processes and routine aspects (e.g. documentation and filing) are in place.
· Ensure compliance with all regulatory requirements, internal policies, and governance standards.
Minimum requirements
MINIMUM Experience/Knowledge & Skills
· Five (5) Years minimum experience in short-term or long-term insurance
· Ability to meet reporting expectations
· Strong technical insurance knowledge and advisory capability
· Very good analytic skills
· Excellent interpersonal skills
· Proficiency in computer applications (at least Word, Excel and PowerPoint)
· Ability to handle confidential / sensitive information with discretion
· Excellent Oral and Written communication skills
MINIMUM QualificationS
- Bachelor’s degree in business, Insurance, Finance or related field
- COP in Short or Long-Term Insurance
Disclaimer
By submitting your application for this vacancy, you acknowledge and consent to Bank Gaborone processing your personal data in accordance with Botswana's Data Protection Act. This data will be used for the sole purpose of evaluating your application and for other purposes related to the recruitment process. Your data will be handled securely and will only be retained for as long as necessary. You have the right to access, correct, or request the deletion of your data. For more information on your data protection rights and how we handle your data, please contact (3671500).