Deputy Manager - RM - Bancassurance

This position requires an adaptable and results-oriented professional dedicated to continuous improvement and operational excellence. The Deputy Manager analyzes sales data and customer feedback, identifying opportunities for automation and process enhancements that increase efficiency and support customer retention. They maintain a high standard of risk assessment and customer success management, aligning all activities with EFU Life Assurance Ltd.'s commitment to exceptional service and trust-building. The role also involves staying informed about evolving bancassurance strategies and emerging digital technologies to implement innovative solutions that sustain competitive advantage and meet evolving client needs. Collaborating closely with stakeholders across underwriting, claims, marketing, and banking partners, the Deputy Manager nurtures relationships that enhance the overall customer experience and contribute to long-term business growth.
Responsibilities
 

• Develop and nurture strong relationships with banking partners to maximize bancassurance distribution opportunities and increase sales volume.
• Utilize customer relationship management software and digital banking tools to manage client interactions efficiently and enhance customer satisfaction throughout the policy lifecycle.
• Coordinate the client onboarding process by collaborating closely with banking partners and internal teams to ensure smooth policy issuance and strict adherence to regulatory guidelines.
• Maintain up-to-date knowledge of bancassurance products and services to provide accurate information and customized financial solutions tailored to banking clients needs.
• Ensure compliance with all bancassurance operational procedures and regulatory standards to protect company interests and uphold client trust.
• Conduct in-depth analysis of sales performance, customer engagement, and process effectiveness to prepare comprehensive reports guiding strategic decision-making.
• Identify opportunities for automation and process improvement within CRM and policy administration systems to enhance operational efficiency and reduce manual workload.
• Work collaboratively with stakeholders including bank representatives, underwriting, claims, and marketing teams to align strategies and improve the overall client experience.
• Monitor trends and innovations in digital banking and insurance technologies to recommend and implement advanced solutions that support business goals.
• Respond promptly and professionally to inquiries and resolve issues raised by banking partners and clients to ensure consistent service excellence.