Asesor de Seguros

The purpose of this role is to represent the institution in its telephone service, establishing an effective communication channel with clients to provide a first-contact solution to their explicit and implicit needs, offering personalised and specialised service with a high standard of quality to exceed client and business expectations.

Main Responsibilities:

• Meet key performance indicators for the business.
• Exceed sales targets for your access medium.
• Surpass client expectations by providing clear, effective, and respectful guidance on their needs with a high attitude of service.
• Ensure high efficiency in executed processes with attention to detail, minimising operational errors, using provided tools for customer service, such as IT systems, scripts, and software.
• Monitor processes carried out by analysts for correct auditing.
• Follow up on special cases with products.
• Comply with retention goals, preparing material for the execution of this process.
• Stay trained and updated on business processes, services, and changes.
• Create dynamics to promote product offerings and placement.

Knowledge of the Function:

• Knowledge of bank products and services.
• Handling of institutional systems.
• Intermediate to advanced Office skills.
• Knowledge of continuous service development techniques and focused sales on human capital.
• Mastery of Contact Centre metrics for decision-making.

Other Requirements:

• High analytical and decision-making capacity.
• High sense of urgency and focus on results.
• Inclusive and positive leadership.
• Ability to handle training forums and groups.
• Results-oriented.
• Competitive.
• Sales, negotiation, motivation, and communication skills.
• Assertive communication and ease of speech.
• Excellent customer service.
• Proactivity.
• High adaptability to change.
• Committed.
• Honest and reliable.
• Creative and dynamic.
• Ensuring a healthy work climate among peers and team members.

At HSBC, we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunities.