SME Account Management (RM) Pipeline

Bupa; Riyadh; On-site; SAR 60,000 - 90,000; Full time

Job summary

Bupa Arabia for Cooperative Insurance Company is seeking a Retail Sales Executive to sell designated BUPA products to retail customers based on leads, while ensuring customer satisfaction and adherence to sales processes. You will aim to meet targets and handle enquiries in both Arabic and English, coordinating with internal teams as needed.

The role emphasizes timely quotations, maintain client relationships, and continuous engagement to maximize renewals and collections, in a compliant manner

Qualifications

• Proven sales skills preferred
• Bilingual Arabic & English writing
• Customer handling and relationship building

Responsibilities

• Follow KPIs for calls, visits and proposals.
• Search for new leads from various sources and referrals.
• Submit quotations within 72 hours of request.
• Maintain high standards of written communication in Arabic & English.
• Achieve renewal and collections targets as per policy.
• Track sales stages from prospecting to agreement signature and relationship management.
• Ensure premium collection per finance and credit control policies.
• Provide monthly reports of won/lost accounts and ongoing performance.
• Keep market trend awareness and relay insights to retail sales management.
• Coordinate with other departments to resolve customer queries and requests.

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