Senior Associate - SME Account Management (RM) Pipeline

About the role

Responsibilities

• To ensure that specific BUPA products are sold to the retail customers based on the leads generated, as per the need of the customer and ensuring that all the sales processes are followed ensuring high customer satisfaction thereby helping the Retail Sales business achieve their targets.
• Key responsibilities include:
• - Follow set KPI's by team leader for number of calls, visits and proposals.
• - Search for new leads by different sources (Net - calls - territory Management - Referrals - CRM … etc)
• - Ensure submitting the quotation within department KPI's (72 hours).
• - Ensure high standard written correspondences in Arabic & English
• - Fulfill Renewal book target
• - Track all sales stages from identification of prospect, calls, meetings, follow ups, pricing and agreement signature, relation
• - Ensure premium collection according to Finance policy
• - Ensure Premium collection in accordance to BA credit control policy
• - Achieving 100 % of Outstanding collection
• - Ensure that the daily sales report is sent to the Team Leader
• - Ensure that a monthly report of all the accounts that have been won & lost
• - Maintain awareness of market trends and competitors
• - Meet minimum weekly sales call standards and complete all reporting, forecasting in a timely manner
• - Maintain awareness of market trends and competitors' practices and pass on the intelligence to the retail sales management
• - Ensure that the customer is completely satisfied with the interaction during the interaction.
• - Follow up on customer query & request which requires interaction with other departments (Membership - Customer Service - Pre-Auth - Claim - Finance …etc)
• - Ensure monthly visit or when needed to build good relationship with the client & apply the loyalty program
• - Comply with all regulatory requirements of SAMA & CCHI to mitigate any compliance risk

Skills

• English
• Arabic
• written and spoken English & Arabic
• customer service
• sales
• lead generation
• KPI tracking
• proposal preparation
• renewal management
• relationship building
• compliance with SAMA & CCHI