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Broker Relationship Management Corporate Sales

1 month ago

Jeddah, 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**:
**1 - 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

**2 - 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

**3 - 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

**4 - 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

**5 - 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

**6 - 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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