Senior Associate - SME Account Management (RM) Pipeline
Bupa Arabia
Role:Job Description
Job Purpose:
To ensure that specific BUPA products are sold to the retail customers based on the leads generated, as per the need of the customer and ensuring that all the sales processes are followed ensuring high customer satisfaction thereby helping the Retail Sales business achieve their targets.
Key Responsibility:
Follow set KPI's by team leader for number of calls, visits and proposals.
Search for new leads by different sources (Net - calls - territory Management - Referrals - CRM … etc)
Ensure submitting the quotation within department KPI's (72 hours).
Ensure high standard written correspondences in Arabic & English
Fulfill Renewal book target
Track all sales stages from identification of prospect, calls, meetings, follow ups, pricing and agreement signature, relation
Ensure premium collection according to Finance policy
Ensure Premium collection in accordance to BA credit control policy
Achieving 100 % of Outstanding collection
Ensure that the daily sales report is sent to the Team Leader
Ensure that a monthly report of all the accounts that have been won & lost
Maintain awareness of market trends and competitors
Meet minimum weekly sales call standards and complete all reporting, forecasting in a timely manner
Maintain awareness of market trends and competitors' practices and pass on the intelligence to the retail sales management
Ensure that the customer is completely satisfied with the interaction during the interaction.
Follow up on customer query & request which requires interaction with other departments (Membership - Customer Service - Pre-Auth - Claim - Finance …etc)
Ensure monthly visit or when needed to build good relationship with the client & apply the loyalty program
Comply with all regulatory requirements of SAMA & CCHI to mitigate any compliance risk
Skills
Should have good grasp in written and spoken English & Arabic
Ability to work under pressure
Drive to perform at high levels