Tamheer – Corporate Sales (Khobar)

11 يناير، 2023

0 1 2 دقائق

الوصف الوظيفي

To promote and sell Bupa Arabia’s products through direct and intermediaries channels with emphasis on small and medium clients, and to fulfil the clients’ journey from prospecting till client receiving the cards and activate all services within internal and external rules and regulations.

Sales Function

Promote Bupa Arabia product to achieve set and agreed personal and team target
Establish, build and maintain the relationship with clients
Understand the PMI (Private Medical Insurance) market dynamics and competition trends and present the yearly plan accordingly
Balance won book between competitors
Balance book mix between direct business and brokers business within company direction
Balance book distribution per month/Quarter and per business contribution and product Mix to maintain a healthy low risk profile
Understand regulators policies and regulations and regularly follow up the updates to comply with industry requirements (Pass IFCE/ The Insurance Foundation Certificate exam conducted by SAMA/Saudi Arabian Monetary Agency)
Assist Relationship team members in client renewals

Sales Forecasting

Maintain healthy proper balanced sales pipeline.
Generate leads from all internal and external sources
Present monthly reports and yearly plan reflecting the funnel analysis and sales expectations
Ensure best coverage for any sales opportunity
Explore new sales areas and ways to achieve target
Maintain monthly win-loss activity report

Sales Administration

Prepare , explain and collect signed contracts from the new clients
Fulfill the whole process on the system ( CRM) from Opportunity creation till invoice generation on Caesar
Prepare and collect signed KYC ( Know your customer) form that’s required by SAMA ( Saudi Arabian Monetary Agency)
Introduce new clients to Bupa Online services and collect the signed Web-Agreement or introduce the membership convenient channel
Collect First payment and educate clients about Bupa credit control policy
Gather full sponsors’ documentation as per the CCHI(Council of Co-operative Health Insurance) and provide it to concerned department
Ensures daily update on Bupa Arabia management system “Sage CRM”for all activities
Apply compliance with company / regulators policies

Building Client Relationship

Coordinate with all involved operational department to ensure smooth launch for new policies
Conduct product and service presentation to new clients
Resposible to solve client’s issues resulting from any function in the organization
To remain accessible for clients 24/7 for 365 days, even during vacations to help clients
Ensure client satisfaction by providing the best services demonstrating Bupa’s values and resolve complaint in timely manner
Lead the Handover process with the Relationship team as per the company Handover policy

Minimum Bachelor Degree
Sales and Negotiation courses
Must be fluent in spoken and written English and Arabic.
Must have good self-management, motivational, negotiation, communication and presentation skills.