Senior Associate - SME Account Management

Job Description

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.

Product Sales:

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

Collection:

Ensure premium collection according to Finance policy

Ensure Premium collection in accordance to BA credit control policy

Achieving 100 % of Outstanding collection

Reporting:

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

Customer experience:

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 relation with the client & apply the loyalty program

Compliance:

Comply with all regulatory requirements of SAMA & CCHI to mitigate any compliance risk

Skills

Should have good grasp in written and spoken English & Arabic

Ability to work under pressure

Drive to perform at high levels

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