Broker Relationship Management Corporate Sales

2 weeks ago

Riyadh, Ar Riyāḑ, Saudi Arabia Bupa Arabia Full time

ROLE PURPOSE:


To manage a portfolio of clients and maintain a 80% retention in order to achieve profitability within Bupa Arabia strategy and values.


KEY ACCOUNTABILITIES:

- Consistently Achieve retention as per AOP

  • Building, maintaining and enhancing relationship with clients to develop long term satisfaction
  • Meet weekly sales calls and complete reporting in a timely manner
  • Handle customer needs with reliability and be responsive in providing prompt service

- 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

- 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

- 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

- 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

- 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:

  • Fluency in Arabic and English (Verbal and written Communication skills)

Education:

Business Administration or any related field

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