Senior Associate SME Account Management (RM) Pipeline

About the Role

Bupa Arabia is seeking a Senior Associate - SME Account Management (RM) Pipeline to join their team in Riyadh. This full-time role focuses on selling specific Bupa products to retail customers based on generated leads, ensuring customer needs are met, and maintaining high customer satisfaction. The Senior Associate will follow established sales processes to contribute to the Retail Sales business achieving its targets.

Key Responsibilities

• Adhere to KPIs set by the team leader for calls, visits, and proposals.
• Identify new leads through various sources including the internet, calls, territory management, referrals, and CRM.
• Submit quotations within the department's KPI of 72 hours.
• Maintain high standards for written correspondence in both Arabic and English.
• Achieve the renewal book target.
• Track all sales stages from prospect identification, calls, meetings, follow-ups, pricing, and agreement signature, through to relationship management.
• Ensure premium collection in accordance with Finance policy and BA credit control policy.
• Achieve 100% of outstanding collection.
• Submit daily sales reports to the Team Leader.
• Maintain a monthly report of all won and lost accounts.
• Monitor market trends and competitor practices, and relay intelligence to retail sales management.
• Meet minimum weekly sales call standards and complete all reporting and forecasting in a timely manner.
• Ensure complete customer satisfaction during interactions.
• Follow up on customer queries and requests requiring interaction with other departments (*, Membership, Customer Service, Pre-Auth, Claim, Finance).
• Conduct monthly visits, or as needed, to build client relationships and apply loyalty programs.
• Comply with all regulatory requirements of SAMA & CCHI to mitigate compliance risks.

Qualifications and Experience

• 0-1 years of relevant experience.

Work Type

This is a full-time position based in Riyadh.