Senior Associate
CurrentFollow set KPI's by team leader for number of calls, visits and proposals.Search for new leads by different sources (Net - calls - territory Management - Referals - CRM … etc)Ensure submitting the quotation within department KPI's (72 hours).Ensure high standard written correspondences in Arabic & EnglishFulfill Renewal book targetTrack all sales stages from identification of prospect, calls, meetings, follow ups, pricing and agreement signature, relationEnsure premium collection acording to Finance policyEnsure Preimum collection in accordance to BA credit control policyAchieving 100 % of Outstanding collectionEnsure that the daily sales report is sent to the Team LeaderEnsure that a monthly report of all the accounts that have been won & lostMaintain awareness of market trends and competitorsMeet minimum weekly sales call standards and complete all reporting, forecasting in a timely mannerMaintain awareness of market trends and competitors practices and pass on the intelligence to the retail sales managementEnsure that the customer is completely satisfied with the interaction during the interaction.Follow up on customer query & request which requires interaction with other departments (Membership - Customer Service - Pre-Auth - Claim - Finance …etc)Ensure monthly visit or when needed to build good relation with the client & apply the loyalty program5.ComplianceComply with all regulatory requirements of SAMA & CCHI to mitigate any compliance
