Senior Associate SME Account Management📣 Job Ad

About the Senior Associate - SME Account Management Role

Bupa Arabia is seeking a Senior Associate - SME Account Management to join our team in Jeddah. This full-time role is focused on ensuring the sale of specific Bupa products to retail customers based on generated leads and identified customer needs. The Senior Associate will be instrumental in following established sales processes to achieve high customer satisfaction and contribute to the overall targets of the Retail Sales business.

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 platforms, direct calls, territory management, referrals, and CRM systems.
• Ensure the timely submission of quotations within departmental KPIs, specifically within a 72-hour timeframe.
• Track all sales stages comprehensively, from prospect identification, initial calls, meetings, and follow-ups, through pricing and agreement signature, to ongoing relationship management.
• Meet minimum weekly sales call standards and complete all associated reporting and forecasting in a timely manner.

Client Relationship and Financial Management

• Maintain high standards in all written correspondence, proficiently in both Arabic and English.
• Fulfill the renewal book target for assigned accounts.
• Ensure premium collection is conducted in strict accordance with Bupa Arabia's Finance policy and credit control guidelines.
• Achieve 100% collection of outstanding premiums.
• Ensure complete customer satisfaction throughout all interactions.
• Follow up on customer queries and requests that necessitate interaction with other departments, such as Membership, Customer Service, Pre-Authorization, Claims, and Finance.
• Conduct monthly visits, or as required, to build strong relationships with clients and effectively apply the loyalty program.

Market Awareness and Regulatory Compliance

• Maintain continuous awareness of current market trends and competitor practices.
• Pass on relevant market intelligence to the retail sales management team.
• Comply with all regulatory requirements stipulated by the Saudi Central Bank (SAMA) and the Council of Cooperative Health Insurance (CCHI) to mitigate any compliance risks.

Reporting and Documentation

• Submit a daily sales report to the Team Leader.
• Provide a monthly report detailing all accounts that have been won and lost.

Required Experience

Candidates for this full-time position should possess 0-1 years of relevant experience. The role is based in Jeddah.