Sales Function
* Promote Bupa Arabia product to achieve set and agreed personal and team target
* Establish, build and maintain the relationship with clients
* Understand the PMI (Private Medical Insurance) market dynamics and competition trends and present the yearly plan accordingly
* Balance won book between competitors
* Balance book mix between direct business and brokers business within company direction
* Balance book distribution per month/Quarter and per business contribution and product Mix to maintain a healthy low risk profile
* Understand regulators policies and regulations and regularly follow up the updates to comply with industry requirements (Pass IFCE/ The Insurance Foundation Certificate exam conducted by SAMA/Saudi Arabian Monetary Agency)
* Assist Relationship team members in client renewals
Sales Forecasting
* Maintain healthy proper balanced sales pipeline.
* Generate leads from all internal and external sources
* Present monthly reports and yearly plan reflecting the funnel analysis and sales expectations
* Ensure best coverage for any sales opportunity
* Explore new sales areas and ways to achieve target
* Maintain monthly win-loss activity report
Sales Administration
* Prepare , explain and collect signed contracts from the new clients
* Fulfill the whole process on the system ( CRM) from Opportunity creation till invoice generation on Caesar
* Prepare and collect signed KYC ( Know your customer) form that's required by SAMA ( Saudi Arabian Monetary Agency)
* Introduce new clients to Bupa Online services and collect the signed Web-Agreement or introduce the membership convenient channel
* Collect First payment and educate clients about Bupa credit control policy
* Gather full sponsors' documentation as per the CCHI(Council of Co-operative Health Insurance) and provide it to concerned department
* Ensures daily update on Bupa Arabia management system "Sage CRM"for all activities
* Apply compliance with company / regulators policies
Building Client Relationship
* Coordinate with all involved operational department to ensure smooth launch for new policies
* Conduct product and service presentation to new clients
* Resposible to solve client's issues resulting from any function in the organization
* To remain accessible for clients 24/7 for 365 days, even during vacations to help clients
* Ensure client satisfaction by providing the best services demonstrating Bupa's values and resolve complaint in timely manner
* Lead the Handover process with the Relationship team as per the company Handover policy
#### **Job Description** **Role Purpose:** * To promote and sell Bupa Arabia's products through direct and intermediaries channels with emphasis on small and medium clients, and to fulfil the clients' journey from prospecting till client receiving the cards and activate all services within int…
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