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Senior Officer – Broker Relationship Management

Riyadh, Saudi Arabia Posted 2020/01/05 08:46:32 Ref: JB4136899

Job Description

  • Building , maintaining and enhancing relationship with clients to develop long term satisfaction
  • Meet weekly sales calls and complete reporting in a timely manner
  • Handle customer needs with reliability and be responsive in providing prompt service
  • Use proactive communication and effectively seek a resolution for a bad experience
  • Renew with the proposed prices (increase) to ensure we have a positive contribution
  • Manage and Monitor Loss Ratio during the year by monitoring FUR (Frequent user report) and MIS (Management information system) and raise alerts to clients
  • Propose (different possible solutions) (product change) that can offer price relief to clients and impove value proposition
  • Analyze and understand commercial and technical results to negotiate with clients price increase
  • Manage the entire sales process in line with the sales strategy and in strict adherence to the defined stages of the sales pipeline.
  • Ensure full compliance with all internal processes including accurate and timely maintenance of CRM records (SAGE)
  • Liaise with other internal departments as required to ensure smooth running of all interactions that the customer has.
  • Provide accurate reports and forecasts on activity and sales performance as and when required by management
  • Maintain customer interaction and other applicable sources like SAMA (Saudi Arabian Monetary Agency) and CCHI (Corporate Council for health insurance)
  • Go online regularly to SAMA and CCHI and stay up to date about market updates and PMI industry
  • Look at competitors websites to compare against ours and identify gaps
  • Follow SAMA and CCHI rules and regulation
  • Build effective relationships both within and outsdie the department
  • Seek input from and maintain effective ongoing communication with others
  • Manage conflict to ensure least disruption to organization
  • Comply 100% with the rules and regulation of SAMA and CCHI
  • Update clients with all changes in the PMI (Private Medical Industry) industry rules, regulations and product
  • Comply with company internal rules and regulation
  • Prepare client agreements and KYC (Know your customer) and make sure they are signed and stamped from client and properly handed over to sales operation team for archiving and auditing
  • 100% compliance with Bupa Arabia credit control policy
  • Print Debtor report on weekly basis to ensure appropriate planning for unpaid debt to avoid suspension
  • Ensure premiums are collected and support collection team in communication with clients
  • Align customer financial position with collection team and Finance


  • Verbal and written Communication skills
  • Computer skills
  • Microsoft office
  • Work under pressure
  • Ideally Bachelors degree from a recognized University

Job Details

Job Location Riyadh, Saudi Arabia
Job Role Sales

Preferred Candidate

Career Level / Band Entry Level
Years of Experience Min: 0 Max: 3
Nationality Saudi Arabia
Minimum Degree Bachelor's degree

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