Senior Associate - SME Account Management (Pipeline)

Bupa Arabia for Cooperative Insurance Company; Riyadh; Vor Ort; SAR 60.000 - 110.000; Vollzeit

Zusammenfassung

Bupa Arabia for Cooperative Insurance Company is seeking a results-oriented Sales Executive to drive product sales to retail customers based on generated leads. You will follow defined KPIs, manage leads through CRM, and ensure timely quotations and collections while maintaining high customer satisfaction.

Responsibilities include tracking all sales stages, renewing accounts, and producing regular reports. Fluency in Arabic and English is required to communicate with diverse clients and internal

Qualifikationen

• Experience driving sales through calls, visits and proposals.
• Proficient in written Arabic and English correspondence.
• Ability to manage leads and follow up through CRM.

Aufgaben

• Follow KPI targets for calls, visits and proposals.
• Search for new leads from net, territory management, referrals and CRM.
• Submit quotations within 72 hours.
• Maintain high-quality bilingual written communication.
• Achieve renewal book targets and manage account relationships.
• Track sales stages from prospecting to closing and pricing.
• Ensure premium collection per Finance policy and BA credit control.
• Prepare daily and monthly sales reports for leadership.
• Build relationships with clients, conduct regular visits when needed.
• Comply with SAMA & CCHI regulatory requirements.

Kenntnisse

Sales

Arabic & English communication

Lead generation

CRM

Tools

CRM system

MS Office

Jobbeschreibung

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