Senior Associate - SME Account Management
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Key skills for this role
About the Role
Bupa Arabia seeks a Senior Associate to sell insurance products to retail customers, manage leads, and ensure high customer satisfaction. Requires strong sales skills, fluency in Arabic and English, and ability to work under pressure.
Key Skills for This Role
Responsibilities
- Follow set KPIs for number of calls, visits and proposals
- Search for new leads by different sources (Net, calls, territory management, referrals, CRM)
- Ensure submitting the quotation within department KPIs (72 hours)
- Fulfill Renewal book target
- Track all sales stages from identification of prospect to agreement signature
- Ensure premium collection according to Finance policy and credit control policy
- Send daily sales report to Team Leader
- Maintain awareness of market trends and competitors
- Ensure customer satisfaction and follow up on queries with other departments
- Comply with regulatory requirements of SAMA & CCHI
Requirements
- Good grasp in written and spoken English & Arabic
- Ability to work under pressure
- Drive to perform at high levels
Full Job Posting
Job Purpose
- 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
- 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.
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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