Relationship Associate - Bancassurance
On-siteAxis, Alabama, United States
Job Summary
Conduct daily relationship management with insurance agents and brokers to drive Bancassurance sales and cross-selling opportunities. Manage the full sales cycle from initial client engagement to contract renewal, while maintaining accurate records of agent performance and product portfolios. Collaborate with cross-functional teams to align on strategic account plans and ensure compliance with regulatory standards. This role supports the broader financial services division by fostering long-term partnerships that enhance customer retention and revenue growth within the bank's insurance offerings.
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