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Job Description
- Manage master data, including creation, update, and delete.
- Assist in the development of reports and analysis.
- Generate reports from single or multiple systems.
- Use statistical methods to identify areas of strength and opportunities and flag them for core management team.
- Cooperate with teams within SME to establish business needs.
- Collect and interpret performance KPIs.
- Analyse the results and identify points of strengths and weaknesses for agents, managers, and unit managers.
- Report the results back to the relevent member of the team for evaluation.
- Manage performance dashboard within CRM and maintain accuracy of information.
- Validate data collected by finance team from the sales results with data from SME sales system (CRM).
- Communicate information with Unit managers to assure data integrity.
- Generate daily GSQ reporting and update SME sales dashboard information.
- Communicate agents’ results to management and highlight top performers in the team.
- Analyse top numbers and patterns to achieve highest sales numbers by regions and nationwide.
- Utilize forecast models and tools, analyse trends and maintain accurate data for solutions
- Analyse all major forecasting matters for resolution and project preparation enhancement.
- Maintain clear visibilty on New Business funnel for the full year and keep the team up to date.
- Communicate red flags on SME funnel from duplicate records or funnel shortage for a unit to reach its sales target.
- Data cleansing on CRM and Caesar.
Skills
- Microsoft Excel and Outlook.
- Good communication skills.
- Data models and reporting packages.
Job Details
Preferred Candidate
About This Company

Bupa Arabia
Bupa Arabia is a healthcare insurance company based in the Kingdom of Saudi Arabia. We are an associate business of Bupa Group, which is a global healthcare company with an international reach that extends across multiple business operations, practices, and resources.
Founded in October 1997, Bupa Arabia was initially established through a partnership between Bupa Global International and Nazer Group, with the key focus to provide health insurance services with high quality and competitive prices, while ensuring a distinctive experience for customers. Bupa Arabia has since evolved into a fully Saudi-owned and operated company. Our transformation from a joint venture into a publicly traded company on the Saudi Stock Exchange occurred in 2008, as we made 40% of our shares available to the public during our Initial Public Offering (IPO).
As a subsidiary of the global Bupa Group, we draw upon international expertise while maintaining a profound understanding of local healthcare requirements and regulations. This allows us to offer comprehensive healthcare insurance solutions tailored to the unique needs of the Saudi Arabian market.
Bupa Arabia prides itself on its commitment to the wellbeing and development of its employees, providing them with the same standard of care, support, and professionalism that it expects to be delivered to its customers.
Our core values shape every aspect of our work and culture:
Commit – Own it with accountability and urgency.
Collaborate – Win together through cross-functional synergy.
Care – Put people first, both employees and customers.