Corporate Sales Relationship Management

2 weeks ago


Jeddah, Makkah Province, Saudi Arabia Bupa Arabia Full time

Role Purpose


To manage a portfolio of clients with a client size base of 30000 lives and / or revenue of 40-60 million SR and maintain a 80% retention in order to achieve profitability within BA strategy and values.


Key Accountabilities:

1- Consistently Achieve retention as per AOP:

  • Building, maintaining and enhancing relationship with clients to develop long term satisfaction
  • Conduct 3 meetings daily
  • Handle customer needs with reliability and be responsive in providing prompt service
  • Use proactive communication and effectively seek a resolution for a bad experience
  • Present Service Presentation
  • Conduct client web training for all Bupa Arabia online services including membership training
  • Provide Focus Group for clients through delivering interactive session for audience response to acquire feedback, towards our product and services
2- Maintain a positive contribution in profits to the overall revenue:

  • Renew with the proposed prices (increase) to ensure we have a positive contribution
  • Manage and Monitor Loss Ratio during the year by monitoring FUR (Frequent user report) and MIS (Management information system) and raise alerts to clients.
  • Discuss the MIS and FUR in details and present it in the form of presentation
  • Propose (different possible solutions) (product change) that can offer price relief to clients and improve value proposition
  • Analyze and understand commercial and technical results to negotiate with clients price increase

3- Sales & CRM Administration:

  • Manage the entire sales process in line with the sales strategy and in strict adherence to the defined stages of the sales pipeline.
  • Ensure full compliance with all internal processes including accurate and timely maintenance of CRM records (SAGE)
  • Liaise with other internal departments as required to ensure smooth running of all interactions that the customer has
  • Provide accurate reports and forecasts on activity and sales performance as and when required by management
  • Support in adhoc projects assigned

4- Understand Market and competitor activity:

  • Maintain customer interaction and other applicable sources like SAMA (Saudi Arabian Monetary Agency) and CCHI (Corporate Council for health insurance)
  • Go online regularly to SAMA and CCHI and stay up to date about market updates and PMI industry
  • Look at competitors websites to compare against ours and identify gaps
  • Follow SAMA and CCHI rules and regulation
  • Understand Trends and market evolution

5- Relationship and Communication:

  • Build effective relationships both within and outside the department
  • Seek input from and maintain effective ongoing communication with others
  • Manage conflict to ensure least disruption to organization
  • Update clients on promotions, and new products

6-Compliance:

  • Comply 100% with the rules and regulation of SAMA and CCHI
  • Update clients with all changes in the PMI (Private Medical Industry) industry rules, regulations and product
  • Comply with company internal rules and regulation
  • Prepare client agreements and KYC (Know your customer) and make sure they are signed and stamped from client and properly handed over to sales operation team for archiving and auditing
  • Be IFCE certified (Insurance Foundation Certification Exam

7- Manage Debtor Book of the portfolio:

  • 100% compliance with Bupa Arabia credit control policy
  • Print Debtor report on weekly basis to ensure appropriate planning for unpaid debt to avoid suspension
  • Ensure premiums are collected and support collection team in communication with clients
  • Align customer financial position with collection team and Finance

Skills:

  • Attended Sales and Negotiation courses
  • Must have excellent selfmanagement, teammanagement, motivational, negotiation, communication and presentation skills.
  • Must be fluent in spoken and written English and Arabic.


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