1+ months

Private Bank Insurance Officer

Wilmington, NC 28401
  • Job Code
    0000GYR3

At HSBC, the health and well-being of our employees remains of utmost importance.  Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our Wilmington, Delaware office.

 

This Insurance Officer supports sales initiatives and revenue strategies of our in house personal lines (homeowners, auto, valuable articles, excess…) specialty lines and life insurance agency serving HNW and UHNW client groups. Manages and maintains customer files within the agency management system (Vertafore AMS360). Primary servicing liaison providing expertise, advice, and quality service to these VIP banking clients.  Accountable for customer retention through renewal efforts which generates the majority percentage of annual revenue for the group.  Adept at cross-selling and can identify and evaluate client needs and assist clients in making informed decisions regarding insurance coverage.

 

About Us

Our purpose – Opening up a world of opportunity – explains why we exist. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

 

Here’s what you can expect on a typical day:

  • Quote, Issue polices, renewals, cross sell, handle any client need request
  • Fields all client inquiries providing expert resolution
  • Services existing book of business with focus on customer retention/revenue generation
  • Works independently and builds strong client relationships
  • Identifies and acts upon cross-sell opportunities, generating revenue for the group
  • Has the expertise to review and understand contracts and check validity
  • Reviews accuracy of policies, reports errors to carriers with independent follow-through
  • Processes Customer requests for policy changes and ensures prompt delivery
  • Inputs/updates customer information, life event information, policies and invoices in agency system
  • Maintains customer files - making sure all audit and compliance requirements are fully satisfied
  • Notifies carriers of claims and ensures proper handling by entering follow-data in the agency system
  • Promote an environment that supports diversity and reflects the HSBC brand.
  • Apply compliance; maintain HSBC internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators; adhere strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices; report issues and operational loss events.  Abide by human resources and other HSBC policies in support of our ethical and respectful work environment.
  • Complete other responsibilities, as assigned.

Categories

Posted: 2022-03-02 Expires: 2022-06-01

HSBC offers the opportunity to develop a fulfilling career within a supportive and inclusive environment. We aim to be a place where everyone can achieve their full potential, regardless of their background.

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Private Bank Insurance Officer

HSBC Bank USA
Wilmington, NC 28401

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