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Sme Nb Field Sales
2 weeks ago
Role Purpose:
- To ensure that specific BUPA products are sold to the retail customers based on the leads generated, as per the need of the customer and ensuring that all the sales processes are followed ensuring high customer satisfaction thereby helping the Retail Sales business achieve their targets.
Key Accountabilities:
- Follow set KPI's by team leader for number of calls, visits and proposals.
- Search for new leads by different sources (Net calls territory Management
- Referals
- CRMetc)
- Ensure submitting the quotation within department KPI's (72 hours).
- Ensure high standard written correspondences in Arabic & English
- Fulfill Renewal book target
- Track all sales stages from identification of prospect, calls, meetings, follow ups, pricing and agreement signature, relation
- Ensure premium collection acording to Finance policy
- Ensure Preimum collection in accordance to BA credit control policy
- Achieving 100 % of Outstanding collection
- Ensure that the daily sales report is sent to the Team Leader
- Ensure that a monthly report of all the accounts that have been won & lost
- Maintain awareness of market trends and competitors
- Meet minimum weekly sales call standards and complete all reporting, forecasting in a timely manner
- Maintain awareness of market trends and competitors
- Ensure that the customer is completely satisfied with the interaction during the interaction.
- Follow up on customer query & request which requires interaction with other departments (Membership
- Customer Service
- Pre-Auth
- Claim
- Financeetc)
- Comply with all regulatory requirements of SAMA & CCHI to mitigate any compliance risk.
Skills:
- Should have good grasp in written and spoken English & Arabic
- Ability to work under pressure
- Drive to perform at high levels
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