insurance account executive b2b - smes & corporate
5 Ιουλ 2026 · CrediaBank
Περιγραφή Θέσης
As an Insurance Account Executive, you will be responsible for promoting Insurance products to B2B customers (SMS, Large Corporate & Structure Finance) with the aim of achieving the insurance product sales targets of each unit. The main responsibilities of the role include creating an action plan to promote insurance products to the customers of each unit according to their needs.
Responsibilities
• Collaborating with the heads of each unit to identify the customer base and schedule meetings to promote insurance products to corporate customers
• Actively promoting specialized insurance solutions to customers, in close collaboration with the RMs who handle the relationship with each corporate customer.
• Support all sales activities and resolve any day-to-day issues that may arise
• Provide training to RMs on insurance products and sales techniques (cross sell/up sell), support all sales activities and resolve daily issues that may arise
• Monitoring the execution of the insurance activities budget, in coordination with the heads of the business centers and the B2B insurance products sales manager, regularly reviewing the action plan and preparing performance reports
• Work directly with the business development unit for bancassurance products and Crediabank anssurance Agency.
Qualifications
• Bachelor’s degree
• Proven track record in sales and especially in the insurance market. Prior experience in the field is required.
• Certifications in Insurance Intermediation level A and/or D from the Bank of Greece
• Very good command of the Greek and English language
• Strong computer skills, with emphasis on MS Office applications and especially Excel and PowerPoint
• Solid understanding of the insurance market and its principles
• Strong customer-centric approach
• Excellent communications and negotiation skills
• Organizations and time-managements skills
• Team spirit with the ability to collaborate effectively across various teams and hierarchy levels in the organization
• Flexibility and adaptability in fast-paced and continuously evolving working environments
• Ability to handle crises and solve problems effectively Commitment to continuous learning and professional development.

