التقديم مغلق
وظيفة مطلوب 20 موظف relationship officer بوبا #جدة
تاريخ الاعلان: قبل 9 سنة | تاريخ الانتهاء: 7 سنة
الوصف الوظيفي
Role Purpose
To manage a portfolio of clients with a client size base of 6000 lives and / or revenue of 10 million SR and maintain a 80% retention in order to achieve profitability within BA strategy and values
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Key Accountabilities
Key Activities / Decision Areas
1
Consistently Achieve retention as per AOP
· Building , maintaining and enhancing relationship with clients to develop long term satifaction
· Meet weekly sales calls and complete reporting in a timely manner
· Handle customer needs with reliability and be responsive in providing prompt service
· Use proactive communication and effectively seek a resolution for a bad experience
2
Maintain a positive contribution in profits to the overall revenue
· Renew with the proposed prices (increase) to ensure we have a positive contribution
·
· Propose (different possible solutions) (product change) that can offer price relief to clients and impove value proposition
· Analyze and understand commercial and technical results to negotiate with clients price increase
3
Sales & CRM Administration
· Manage the entire sales process in line with the sales strategy and in strict adherence to the defined stages of the sales pipeline.
· Ensure full compliance with all inte
al processes including accurate and timely maintenance of CRM records (SAGE)
· Liaise with other inte
al departments as required to ensure smooth running of all interactions that the customer has
· Provide accurate reports and forecasts on activity and sales performance as and when required by management
4
Understand Market and competitor activity
· Maintain customer interaction and other applicable sources like SAMA (Saudi Arabian Monetary Agency) and CCHI (Corporate Council for health insurance)
· Go online regularly to SAMA and CCHI and stay up to date about market updates
· Look at competitors websites to compare against ours and identify gaps
· Follow SAMA and CCHI rules and regulation
·
5
Relationship and Communication
· Build effective relationships both within and outsdie the department
· Seek input from and maintain effective ongoing communication with others
· Manage conflict to ensure least disruption to organization
6
Compliance
· Comply 100% with the rules and regulation of SAMA and CCHI
· Update clients with all changes in the PMI (Private Medical Industry) industry rules, regulations and product
· Comply with company inte
al rules and regulation
· Prepare client agreements and KYC (Know your customer) and make sure they are signed and stamped from client and properly handed over to sales operation team for archiving and auditing
7
Manage Debtor Book of the portfolio
· 100% compliance with Bupa Arabia credit control policy
· Print Debtor report on weekly basis to ensure appropriate planning for unpaid debt to avoid suspension
· Ensure premiums are collected and support collection team in communication with clients
· Align customer financial position with collection team and Finance
المهارات المطلوبة
Person Specification
Education
· University Graduate
·
Experience Fields
· Telesales Experience
· Verbal and written Communication skills
Years of Experience
· Minimum 2 years in direct or telesales