Senior Officer – New Business Development

• 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)
• 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
• 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)
• 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
• Coordinate with all involved operational department to ensure smooth launch for new policies
• Conduct product and service presentation to new clients
• Lead the Handover process with the Relationship team as per the company Handover policy

- Minimum Bachelors Degree holder.

- 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.

- Sales Experience is essential.

- Minimum of 2-3 years of sales experience.