- Sales Function
- Promote Bupa Arabia product to achieve set and agreedpersonal and team target
- Establish build andmaintain the relationship with clients
- Understand the PMI (Private Medical Insurance) marketdynamics and competition trends and present the yearly planaccordingly
- Balance won book betweencompetitors
- Balance book mix between directbusiness and brokers business within company direction
- Balance book distribution per month/Quarter and perbusiness contribution and product Mix to maintain a healthy lowrisk profile
- Understand regulators policiesand regulations and regularly follow up the updates to comply withindustry requirements (Pass IFCE/ The Insurance FoundationCertificate exam conducted by SAMA/Saudi Arabian MonetaryAgency)
- Assist Relationship team members inclient renewals
- SalesForecasting
- Maintain healthy proper balancedsales pipeline
- Generate leads from allinternal and external sources
- Present monthlyreports and yearly plan reflecting the funnel analysis and salesexpectations
- Ensure best coverage for anysales opportunity
- Explore new sales areas andways to achieve target
- Maintain monthlywinloss activity report
- Sales Administration
- Prepare explain and collect signed contracts from the newclients
- Fulfill the whole process on thesystem ( CRM) from Opportunity creation till invoice generation onCaesar
- Prepare and collect signed KYC ( Knowyour customer) form thats required by SAMA ( Saudi Arabian MonetaryAgency)
- Introduce new clients to Bupa Onlineservices and collect the signed WebAgreement or introduce themembership convenient channel
- Collect Firstpayment and educate clients about Bupa credit controlpolicy
- Gather full sponsors documentation asper the CCHI(Council of Cooperative Health Insurance) and provideit to concerned department
- Ensures dailyupdate on Bupa Arabia management system Sage CRMfor allactivities
- BuildingClient Relationship
- Coordinate with allinvolved operational department to ensure smooth launch for newpolicies
- Conduct product and servicepresentation to new clients
- Resposible tosolve clients issues resulting from any function in theorganization
- To remain accessible for clients24/7 for 365 days even during vacations to help clients
- Ensure client satisfaction by providing the best servicesdemonstrating Bupas values and resolve complaint in timelymanner
- Lead the Handover process with theRelationship team as per the company Handover policy
- Skills:
- Minimum Bachelor Degree
- Sales andNegotiation courses
- Must be fluent in spokenand written English and Arabic
- Must have goodselfmanagement motivational negotiation communication andpresentation skills
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وصف
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