Senior Associate SME Account Management (Pipeline)📣 Job Ad

About the Opportunity

Bupa Arabia is seeking a Senior Associate - SME Account Management (Pipeline) to join our team in Jeddah. This full-time role is central to our Retail Sales business, focusing on the sale of specific Bupa products to retail customers. The position requires a professional who can effectively manage leads, adhere to established sales processes, and ensure high levels of customer satisfaction to achieve set targets.

Role Purpose

The primary purpose of this role is to drive product sales to retail customers by converting generated leads into successful agreements. This involves understanding customer needs, meticulously following all sales processes, and maintaining a strong focus on customer satisfaction, thereby directly contributing to the achievement of Retail Sales business targets.

Core Sales Responsibilities

• Adhere to Key Performance Indicators (KPIs) set by the team leader for the number of calls, visits, and proposals.
• Proactively search for new leads through various sources, including online channels, direct calls, territory management, referrals, and CRM systems.
• Ensure the submission of quotations within the department's defined KPI of 72 hours.
• Maintain a high standard for all written correspondences in both Arabic and English.
• Fulfill renewal book targets as assigned.
• Track all sales stages comprehensively, from prospect identification, initial calls, meetings, and follow-ups to pricing, agreement signature, and ongoing client relationship management.

Operational Management and Reporting

• Ensure premium collection is executed in accordance with Finance policy and Bupa Arabia's credit control policy, aiming for 100% outstanding collection.
• Submit daily sales reports to the Team Leader.
• Prepare and submit a monthly report detailing all won and lost accounts.
• Meet minimum weekly sales call standards and complete all required reporting and forecasting in a timely manner.

Client Engagement and Compliance

• Maintain awareness of current market trends and competitor practices, providing relevant intelligence to retail sales management.
• Ensure complete customer satisfaction during all interactions.
• Follow up on customer queries and requests that require coordination with other departments, including Membership, Customer Service, Pre-Authorization, Claims, and Finance.
• Conduct monthly client visits, or more frequently if needed, to build strong client relationships and implement loyalty programs.
• Comply with all regulatory requirements set by SAMA and CCHI to mitigate any compliance risks.

Required Experience

Candidates for the Senior Associate position should possess 0-1 years of experience in a relevant sales or account management role. This foundational experience should demonstrate an understanding of sales processes and customer relationship management principles.