About the role
- Drive the growth and performance of General Insurance within the Bank by managing insurance partnerships, monitoring sales performance, strengthening referral generation across branches, and ensuring effective implementation of referral program.
- Implement and monitor General Insurance referrals and conversion ratio strategies also initiatives to achieve APE target.
- Coordinate closely with branch management to strengthen referral generation and ensure consistent insurance engagement across the branch net.
- Track and analyze sales performance, referral pipeline, and conversion ratio across branches to identify opportunities and performance gaps.
- Consolidate performance report (weekly/monthly quarterly) including referral pipeline, sale results and partner performance analysis.
- Closely with insurance partners to monitor product performance and propose improvement initiatives.
- Support development and implementation of campaign and sales initiatives to increase insurance penetration across the Bank’s customer segment.
- Identify new opportunities to expand General Insurance solutions aligned with the Bank’s products such loan, deposit and other financial services.
- Deliver product knowledge and referral training to branch staff to strengthen insurance referral capability and product understanding.
- Develop training materials and communication to support branches staff.
- Monitor training effectiveness and provide ongoing coaching and engagement to frontline staff.
- Promote successful referral convert stories and best practice to encourage branches participation and motivation.
- Act as the key liaison between the Bank and insurance partners to ensure smooth implementation of General Insurance products and initiatives Support development and enhancement of insurance products, processes, and sales tool.
- Coordinate with internal stakeholders to ensure alignment of bancassurance initiative with the bank’s objective.
- Monitor partner service levels and escalate operational issues if necessary.
- Support the design and implementation referral program and campaign to motivate branch staff and increase insurance referral.
- Conduct customer satisfaction surveys and mystery shopping to assess service quality and identify improvement areas.
- Monitor customer feedback and complaints related to insurance service and ensure timely resolution.
- Analyze market trends and competitor activities to identify potential opportunities for growth.
Requirements
- Bachelor’s degree in management, finance & banking or professional communication field.
- Minimum 2 years of ing experiences in sales or training preferably in financial industry.
- Strong understanding of bancassurance model, insurance sale process, and bank branch operation.
- Experience in sale performance monitoring, analysis and stakeholder coordination.
- Knowledge of insurance regulatory frame and compliance requirement is an advantage.
- Strong analytical, communication and interal skill.
- Ability to influence and engage multiple stakeholders across department and branches.
- Proficiency in Khmer and English communication and other is a plus.
- Good command of Microsoft Office and reporting tools.
Required Skills
SalesTrainingBancassurance ModelInsurance Sale ProcessBank Branch OperationSale Performance MonitoringAnalysisStakeholder CoordinationInsurance Regulatory FrameCompliance RequirementAnalytical SkillsCommunication SkillsInterpersonal SkillsInfluenceEngagementMicrosoft OfficeReporting ToolsKhmerEnglish
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