Insurance Sales Specialist

About Commercial Bank of Qatar

Established in 1975 and headquartered in Doha, Commercial Bank plays a key role in Qatar's economic growth by providing a comprehensive array of personal, business, government, international, and investment services. We are committed to empowering our employees by offering opportunities for career advancement and professional growth. Our workplace culture emphasizes innovation, supports a healthy work-life balance, and encourages staff to achieve their fullest potential. Join us and contribute to shaping the future of banking.

Job Summary

The Insurance Sales Specialist is tasked with achieving sales goals by offering a balanced portfolio of insurance products. This role involves close collaboration with Relationship Managers and Sales Officers to maintain a solid pipeline of clients, promoting savings and protection products, driving new business development, managing new applications, supporting client inquiries, and assisting branches. The specialist ensures seamless business operations through effective underwriting processes, onboards customers efficiently, and delivers exceptional service to high-value clients while maintaining high standards of business quality.

Key Responsibilities

• Meet assigned sales targets aligned with product mix requirements.
• Collaborate with Relationship Managers and branch teams to accomplish their sales objectives.
• Maintain an updated business pipeline monthly in partnership with branch RMs and Sales Officers.
• Ensure smooth processing of business activities in accordance with underwriting guidelines.
• Manage field underwriting for new insurance applications, ensuring all necessary documentation is complete.
• Provide timely policy statements and fund fact sheets to the sales team.
• Participate in joint client meetings alongside Relationship Managers and Sales Officers.
• Explore untapped client data to uncover new business opportunities.
• Assist in scheduling and conducting client meetings for MetLife products.
• Drive Relationship Manager activation across all client segments to boost business growth.
• Support quarterly portfolio reviews of clients in coordination with RMs and Sales Officers.
• Promote a well-balanced portfolio of protection and savings insurance products.
• Deliver high-quality customer service, especially catering to premium clients with investments exceeding one million dollars.
• Maintain superior business quality standards and achieve targeted quality KPIs.

Qualifications and Experience

• Bachelor's degree in a relevant discipline.
• Fluency in both English and Arabic is essential.
• Minimum three years of pertinent experience in retail sales within insurance or banking sectors.
• Strong knowledge of the insurance industry and familiarity with Qatari market dynamics.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office applications.

Key Competencies

• Demonstrated sales proficiency and ability to meet targets.
• Understanding of insurance market trends.
• Solid knowledge of the local Qatari insurance market.

Why Join Commercial Bank?

• Recognized as Best Digital Bank in the Middle East 2024 and awarded Best Mobile Banking App in the Middle East 2024.
• Thriving in a digital-first and innovation-driven environment with the latest tools and technologies.
• Exposure to global partnerships and international networks.
• Strong focus on employee well-being and work-life balance.
• Competitive compensation and benefits rewarding commitment and performance.
• Committed to diversity, equity, and inclusion, nurturing a culture that values diverse perspectives.

Disclaimer

We value your interest in joining Commercial Bank of Qatar. Please note that only shortlisted candidates will be contacted. This job posting may be modified, withdrawn, or closed at any time without prior notice.