Corporate Broker Relationship Management

2 weeks ago


Al Hufūf, Eastern Province, Saudi Arabia Bupa Arabia Full time

Consistently Achieve retention as per AOP:

  • Building, maintaining and enhancing relationship with clients to develop long term satifaction
  • Supervise the portfolio of their team and ensure retention is achieved as per AOP
  • Analyze business problems, create effective solutions, exercise good judgement
  • Use proactive communication and effectively seek a resolution for a bad experience
  • Present Service Presentation
  • Visiting clients with their teams
  • 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

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

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

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

Relationship /Communication / People Management:

  • 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
  • Coaching and mentoring of their teams
  • Be role model for subordinates, set the example
  • Manage relationship agents and executives
  • Build a service oriented mindset among the team
  • Promote a healthy team work environment

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

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
  • Manage the debtor report of the relationship agent / executive
  • Ensure premiums are collected and support collection team in communication with clients
  • Align customer financial position with collection team and Finance

Skills:

  • Good Communication skills (English, Arabic)
  • Good negotiation skills
  • Sales Background


  • Al Hufūf, Eastern Province, Saudi Arabia البنك السعودي الفرنسي Full time

    This level works on the relationship management of strategically important and possibly more complex CMBD clients in providing specialist financial advice and support to ensure that their individual needs are met and brings desired profitability to the bank from these relationships. Manages existing predefined set of CMBD relationships New business...


  • Al Hufūf, Eastern Province, Saudi Arabia البنك السعودي الفرنسي Full time

    This level works on the relationship management of strategically important and possibly more complex CMBD clients in providing specialist financial advice and support to ensure that their individual needs are met and brings desired profitability to the bank from these relationships. Manages existing predefined set of CMBD relationships New business...


  • Al Hufūf, Eastern Province, Saudi Arabia Decision Management Consultants Full time

    Decision Management Consultants is hiring 'Internal Corporate Communication Specialist' for a one of the largest oil & gas company.Location: Saudi Arabia Should have a minimum of 15 years of corporate communications experience in a medium to large size organization Communications experience in a medium to large size organization Must be fluent in written and...


  • Al Hufūf, Eastern Province, Saudi Arabia Ecolab Full time

    Join Ecolab's industry leading Nalco Water team as Corporate Account Manager - Power Generation and Desalination in Dammam, Saudi Arabia and see why Selling Power magazine has consistently ranked Ecolab as a top company to sell for. We're growing and need talented people like you to help us continue to protect the world's most vital resources.In this role,...


  • Al Hufūf, Eastern Province, Saudi Arabia Rawabi Holding Co. Full time

    Rawabi Holding CompanyKhobar, Saudi ArabiaPosted 2 hours agoExpires in 2 monthsJob Summary:We are currently seeking a highly skilled and motivated Corporate Communications Officer to join our company's communications team. The Corporate Communications Officer will be responsible for developing and implementing strategic communication plans to enhance our...


  • Al Hufūf, Eastern Province, Saudi Arabia Analytix Arabai Management Consultants Full time

    Responsibilities: Act as a liaison between the company and investors, ensuring clear and effective communication. Guide clients through the processes related to investments, providing instructions and support as needed. Visit ministries and other relevant offices to facilitate necessary paperwork and documentation. Assist in building and maintaining strong...


  • Al Hufūf, Eastern Province, Saudi Arabia Intelligent Solutions HR Consultancy Full time

    Our client a leading Insurance Broker is looking to hire a Assistant Vice President to join their team in Khobar, KSA. وصفGeneral Overview:Our client a leading Insurance Broker is looking to hire a Assistant Vice President to join their team in Khobar, KSA.Main Functions and Responsibilities:Develop and implement an efficient departmental structure to...


  • Al Hufūf, Eastern Province, Saudi Arabia البنك السعودي الفرنسي Full time

    This role is responsible for achieving revenues and asset growth by providing appropriate solutions and value added services to existing client base and also enhancing the client base by establishing new relationships and acquiring fresh assets from these potential clients and cross selling other BSF Products. This role is responsible for building...


  • Al Hufūf, Eastern Province, Saudi Arabia MatchaTalent Global Full time

    Duties & Responsibilities:You will be required to perform the following:Stakeholder mapping and research that helps to build a deep understanding of the audience and their needs. Leveraging datadriven insights (including corporate reputation tracking, media analysis, benchmarking) to inform a strategic approach, communication objectives, and KPIs. Developing...


  • Al Hufūf, Eastern Province, Saudi Arabia Kimberly-Clark Full time

    Inbound Logistics _ CoordinatorInbound Logistics Specialist - Saudi Nationals ONLYAre you a Saudi National with passion in Logistics?You will be Managing the Inbound logistics operations into Bahrain by closely working with Customs Brokers and Customs authorities in order to ensure on-time clearance of all the inbound shipments into the region and deliver...

  • Corporate Historian

    2 weeks ago


    Al Hufūf, Eastern Province, Saudi Arabia MatchaTalent Global Full time

    Duties & Responsibilities:You will be required to perform the following:Development and implementation of an archiving strategy that includes considerations for staffing, structure, systems, software and processes. Oversee, and project manage a baseline audit of historical assets that will include an evaluation of assets that are available, the formats,...


  • Al Hufūf, Eastern Province, Saudi Arabia DHL Full time

    Country: Saudi ArabiaDivision: GBS Corporate Real Estate (CRE)The Corporate Real Estate - Commercial Manager - reports to the Director of Corporate Real Estate MEAAbout DPDHL and Corporate Real Estate:Deutsche Post DHL (DPDHL) the logistics provider of the world with over 520,000 employees in more than 220 countries and territories.We are an organization...

  • Corporate Analyst

    2 weeks ago


    Al Hufūf, Eastern Province, Saudi Arabia البنك السعودي الفرنسي Full time

    This role processes operational transactions, assists RO in monitoring overall status of portfolio and contribute in preparing basic data related to the credit file for annual review. This role provides support to Relationship Managers / Officers and /or the Head of Regional Customer Support Unit in respect of various operational matters and processing...


  • Al Hufūf, Eastern Province, Saudi Arabia DHL Full time

    Deutsche Post DHL (DPDHL) is the logistics provider of the world with over 520,000 employees in more than 220 countries and territories. DHL Supply chain offers standardized Transportation, Logistics, Supply Chain and Storage Specialist as well as highly specialized endtoend solutions to customers in a wide range of industries globally. Currently, we are...


  • Al Hufūf, Eastern Province, Saudi Arabia MatchaTalent Global Full time

    Duties & Responsibilities:You will be required to perform the following:Work closely with legal and investor relations teams in preparing information memorandum and associated materials for distribution to potential investors. Assist in the formulation and the implementation of financing strategies, policies and procedures to ensure grouplevel financial...


  • Al Hufūf, Eastern Province, Saudi Arabia Hot & Cold International Consulting Full time

    Hiring for a Client in Al Khobar, Kingdom of Saudi ArabiaRelationship Manager and New Branch Support CoordinatorResponsibilities:Relationship Management:Build and nurture relationships with Saudi Arabian stakeholders, including clients, partners, and government entities.Act as the primary point of contact for Saudi clients, promptly addressing inquiries and...

  • Customs Specialist

    2 weeks ago


    Al Hufūf, Eastern Province, Saudi Arabia NOV Inc. Full time

    CLOSING DATE 27 JUNE 2024.Job Summary:Working under customs brokerage team and reporting to the regional compliance manager, the job is to coordinate with all business units of NOV and ensure documentation and meeting other regulatory requirements for the clearance of all imports, exports, and transfer of NOV shipments, maintaining the highest standards of...


  • Al Hufūf, Eastern Province, Saudi Arabia MatchaTalent Global Full time

    We are seeking an Insurance Risk Specialist to join Insurance Management & Advisory Division (IMAD) of Financial Risk Management (FRMD). IMAD is within Treasury and its function is to provide support across the Company through the identification, quantification and mitigation of casualty risks and to reduce the cost of insured and uninsured loss to the...


  • Al Hufūf, Eastern Province, Saudi Arabia Rawaj - Human Capital Management Full time

    Leverage your abilities and join the dynamic team of a pioneering technology leader, driving innovation in motion industries in Al-Khobar, Saudi Arabia.Job Context: working as a Local Division Manager, Motion Services.Key Accountabilities:The position involves: Defining proper service market sizing and channels to market in Saudi Arabia and allocated markets...


  • Al Hufūf, Eastern Province, Saudi Arabia DHL Full time

    Deutsche Post DHL (DPDHL) is the logistics provider of the world with over 520,000 employees in more than 220 countries and territories.DHL Supply chain offers standardized Transportation, Logistics, Supply Chain and Storage Specialist as well as highly specialized end-to-end solutions to customers in a wide range of industries globally.Currently, we are...