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Job Description
Role Purpose |
To manage a portfolio of clients with a client size base of 6000 lives and / or revenue of 10 million SR and maintain a 80% retention in order to achieve profitability within BA strategy and values |
# |
Key Accountabilities |
Key Activities / Decision Areas |
1 |
Consistently Achieve retention as per AOP |
· Building , maintaining and enhancing relationship with clients to develop long term satifaction · 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 |
2 |
Maintain a positive contribution in profits to the overall revenue |
· Renew with the proposed prices (increase) to ensure we have a positive contribution · · 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 |
3 |
Sales & CRM Administration |
· 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 |
4 |
Understand Market and competitor activity |
· 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 · Look at competitors websites to compare against ours and identify gaps · Follow SAMA and CCHI rules and regulation · |
5 |
Relationship and Communication |
· 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 |
6 |
Compliance |
· 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 |
7 |
Manage Debtor Book of the portfolio |
· 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 |
Skills
- Customer Satisfaction
- Building Relationship