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Account Manager Corporate Medical Sales

3.00 to 15.00 Years   Riyadh, Saudi Arabia   07 Jan, 2021
Al Rajhi Takaful
1 Jobs Openings
Job LocationRiyadh, Saudi Arabia
EducationNot Mentioned
SalaryNot Mentioned
IndustryInsurance & TPA
Functional AreaNot Mentioned

Job Description

Key Activities, Responsibilities and Accountabilities?(main accountabilities, not exhaustive list of tasks)1.Achieve New Business Target

  • Promote ART medical product to achieve set and agreed personal monthly, quarterly and annual target
  • Establish, build and maintain the relationship with new business prospects clients
  • Understand market dynamics and competition trends and present the yearly plan accordingly
  • Maximize number of prospects to ensure agreed portfolio growth rate
  • Balance portfolio mix in term of insurance classes to ensure healthy and profitable portfolio
  • Balance book distribution per month/Quarter and per business contribution and product Mix to maintain a healthy low risk profile
2.Sales Forecasting
  • Maintain healthy proper balanced sales pipeline
  • Generate leads from all internal and external sources
  • Present Quarterly 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 analysis activity report
3.Sales Administration
  • Prepare, explain and collect signed contracts from the new clients
  • Fulfill the whole process on the system (CRM) from lead assignment till invoice generation
  • Prepare and collect signed KYC (Know your customer) form that?s required by SAMA
  • Apply and comply with 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)?& AML
  • Work based on ART strategy and values
  • Collect First payment and educate clients about ART credit control policy
  • Gather full documentation as per the CCHI and provide it to concerned department
  • Ensures daily update on ART ?CRM? for all activities
  • Focus on risk appetite customers and avoid non preferred risks
  • Fulfil on documents requirements for new customers as per business need
4.Relationship with Clients?????????Coordinate with all involved operational departments to ensure smooth launch for new policies?????????Conduct product and service presentation to new clients?????????Responsible to solve new business client?s issues resulting from any function in the organization?????????To remain accessible for clients even out of work hours to help clients?????????Ensure client satisfaction by providing the best services demonstrating ART?s values and resolve complaint in timely manner?????????Lead the Handover process with the Relationship team as per the company Handover policy?????????Provide consistent client feedback to internal departments management by recommending improvements to promote customers? satisfaction and drive revenue?????????Conduct focus group for new clients in harmonization with the relationship team

Keyskills :

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