ekspert(-ka) ubezpieczeń klienta firmowego at Santander

Ostrów Wielkopolski, Greater Poland Voivodeship, Poland

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, InsuranceIndustries

Requirements

Minimum 3 years of experience in selling insurance to small and medium-sized enterprises (MŚP) clients, backed by sales successes and portfolio development
Appreciation for human contact and building long-term relationships based on trust
Ability to work in a team and achieve jointly set goals
Broad knowledge of standards, processes, procedures, and banking products and services available in distribution channels
Minimum secondary education
Analytical skills
Category B driver's license
Nice to have:
Communicative English skills enabling contact with foreign clients and assistance in selecting appropriate banking products, especially insurance

Responsibilities

Offering and promoting insurance products for small and medium-sized enterprises (MŚP) clients
Professional sales and after-sales service for MŚP clients in the area of insurance, including handling renewals
Independent and comprehensive diagnosis of the insurance potential of MŚP clients in the region – taking actions and tailoring the bank's offer to client needs
Collaboration with MŚP advisors in developing the insurance portfolio in the region
Educating and developing competencies of MŚP advisors in the area of insurance portfolio development
Building long-term relationships with clients and increasing their satisfaction
Servicing clients in accordance with legal requirements and security requirements

Skills

Insurance Sales

SME Clients

Banking Products

Analytical Skills

Customer Relations

Teamwork

Sales Portfolio Development

Driver's License B

English Communication

Santander

Provides banking, investment, and insurance services

About Santander

Santander Bank provides a variety of financial services to individuals, small businesses, and large corporations in the United States. Its offerings include savings and checking accounts, loans, credit cards, and investment products. The bank also has specialized services through Santander Investment Services and insurance products via Santander Securities LLC. Santander stands out from its competitors by focusing on community growth, committing $13.6 billion to support initiatives like the 'Cultivate Small Business' program, which aids early-stage entrepreneurs, especially from underrepresented groups. The bank generates revenue through interest on loans, service fees, and commissions, while promoting responsible banking practices and financial education. Santander's goal is to empower individuals and businesses, enhance community prosperity, and provide comprehensive financial solutions.

Boston, MassachusettsHeadquarters

1902Year Founded

$75MTotal Funding

POST_IPO_DEBTCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health, dental, & vision

401k

Flexible PTO

Parental & sick leave

Discounts: technology, travel, auto, fitness, & tuition

Risks

ISO 20022 transition may challenge smaller business partners.

'Quishing' attacks pose a growing threat to consumer security.

Openbank faces competition in the U.S. high-yield savings market.

Differentiation

Santander's Openbank offers a 5.00% APY high-yield savings account nationwide.

The bank's Inclusive Communities Plan pledges $13.6 billion for community initiatives.

Santander's ISO 20022 adoption enhances operational efficiency and data management.

Upsides

Openbank's high-yield savings account attracts more U.S. customers.

Santander's renewable energy financing highlights commitment to sustainable investments.

Proactive cybersecurity measures enhance customer trust and protect digital assets.

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