Insurance Specialist – Business Banking (BCA)

About the role

The Insurance Specialist will work within MashreqBank's Retail Banking Group, specifically in the BCA Insurance department. The role focuses on managing end‑to‑end insurance sales for Business Banking clients while delivering an exceptional customer experience and supporting the bank’s financial objectives.

Key responsibilities

• Manage the complete insurance sales process for Business Banking, ensuring a seamless customer journey.
• Generate financial referrals, present investment and insurance products, and cross‑sell wealth solutions to business clients.
• Profile customers to understand their needs and provide tailored insurance and investment solutions.
• Provide market updates, trend analysis, and identify upselling or cross‑selling opportunities.
• Handle customer complaints related to insurance and coordinate resolution with relevant teams.

Required profile

• Graduate degree with 6‑8 years of experience in insurance sales, preferably in the UAE.
• Strong communication, presentation, and analytical abilities.
• Proven ability to work collaboratively with Business Banking teams and generate referrals.
• Willingness to obtain CII, Shariah, and Bancassurance product certifications.