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Officer - Sales Support

1.00 to 10.00 Years   Riyadh, Saudi Arabia   17 Jun, 2022
Job LocationRiyadh, Saudi Arabia
EducationBachelor's degree / higher diploma
SalaryNot Mentioned
IndustryInsurance & TPA
Functional AreaNot Mentioned

Job Description

  • Prepare Request for Quotations for pricing team
  • Prepare Proposals and contracts
  • Follow up the completion and compliance of the data received by clients
  • Follow up end to end process with operations till cards delivery
  • Processing Sage CRM tasks ?A-Z? (Opening opportunities, Building schemes, following, etc?)
  • Prepare Proposals and contracts
  • Follow up the completion and compliance of the data received by clients
  • Follow up end to end process with operation till cards delivery
  • Processing Sage CRM tasks ?A-Z? (Opening opportunities, Building schemes, following, etc?)
  • Handle telephone enquiries from client?s directly or liaising with the sale team where necessary.
  • Comply with CCHI ( Council of Cooperative Health Insurance ) and SAMA ( Saudi Arabian Monetary Agency) and company regulations
  • Monitor the contracts and KYC (Know your customer) and make sure it?s compliant.
  • Prepare PCF (Product change forms) on behalf of sales to Operation department.
  • Following & manage the daily driver tasks (cheques collections, issuing receipts, Bank depositing, deliveries, etc?)
  • Arranging the daily bank deposit with the drivers.
  • Preparing the daily depositing slips analysis report that?s circulated to Finance and sales team.
  • Providing data and company standard reports to help the sales team
  • Managing the filing process and maintain proper soft and hard copies filing
  • Handling the daily Courier correspondence between the region and Head Office and between the region and its clients.
  • Preparing customer certificates.
  • Organize business travel arrangements for sales representatives that include booking of flights.
  • Following up concerning delivering the cards and reimbursement cheques with drivers and with CLEX (courier delivery inside the region to clients) .
  • Handling the petty Cash and office consumables stock
  • Controlling all office business needs stocks ( papers for proposals/agreements, letter head , envelopes?)
  • Prepare ad-hoc reports requested by Regional Manager

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