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).
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.
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).
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.
Coordinate with all involved operational department to ensure smooth launch for new policies.
Conduct product and service presentation to new clients.
Lead the Handover process with the Relationship team as per the company Handover policy.
