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Job Description
To promote and sell Bupa Arabia’s products through direct and intermediaries channels with emphasis on medium to large clients and to adopt with market dynamics, and to fulfil the clients’ journey from prospecting till client receiving the cards and activate all services within internal and external rules and regulations.
•Promote Bupa Arabia product to achieve set and agreed personal and team target
•Establish, build and maintain the relationship with clients / brokers
•Understand the PMI (Private Medical Insurance) market dynamics and competition trends and present the yearly plan accordingly
•Present market studies to prospect new opportunities that lead to company’s growth and targets
•Balance won book between competitors and client mix between direct new business and intermediaries’ new business within company direction
•Balance book distribution per month/Quarter and per business contribution and product Mix to maintain a healthy low risk profile
•Assist Relationship team members in client renewals
•Maintain healthy proper balanced sales pipeline.
•Generate leads from all internal and external sources
•Present Quarterly 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
•Maintain monthly win-loss analysis activity report
•Prepare , explain and collect signed contracts from the new clients
•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)
•Apply and comply with 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)
•Work based on Bupa Arabia strategy and values
•Introduce new clients to Bupa Online services and collect the signed Web-Agreement or introduce the membership convenient channel
•Collect First payment and educate clients about Bupa credit control policy
•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
•Resposible to solve client’s issues resulting from any function in the organization
•To remain accessible for clients 24/7 for 365 days even during vacations to help clients
•Ensure client satisfaction by providing the best services demonstrating Bupa’s values and resolve complaint in timely manner
•Lead the Handover process with the Relationship team as per the company Handover policy
•Provide consistent client feedback to internal departments management by recomending improvements to promote customer satisfaction and drive revenue
•Conduct focus group for big clients in harmonization with the relationship team
Skills
•Ideally degree educated from a recognized University
•Sales and Negotiation courses
•Must be fluent in spoken and written English and Arabic.
•Must have Excellent self-management, motivational, negotiation, communication and presentation skills.
•Minimum 3 years field experience
•Minimum of 4 years of sales experience