Sr. Officer - Broker Relationship Management (Corporate Sales)
BUPA Arabia
Total years of experience :14 years, 5 Months
Significant Highlights:
• Proven experience in handling client portfolio of approximately 35k live users/clients while managing revenue of SAR 70M and retaining 80% accounts, thus successfully increasing organisational profitability.
• Instrumental in monitoring competitors’ website/services and accordingly implementing necessary changes in the company sales process or company products/services to pull maximum number of clients.
• Prepared accurate reports, forecasted sales performance and regularly monitored Saudi Arabian Monetary Agency (SAMA) and Corporate Council for Health Insurance (CCHI) websites for any changes in the rules and regulations.
• Coordinated with other company departments to ensure efficient sales and customer service operations.
Key Responsibilities:
• Leading the entire sales operations while establishing and maintaining long-lasting relations with clients to maximise satisfaction level.
• Reviewing weekly sales calls and providing related reports as well as identifying client needs and providing apt services.
• Following-up with clients to take service feedback, monitoring and modifying price changes, handling loss ratio through Frequent User Report (FUR) and Management Information System (MIS) as well as updating clients related to service changes or any other service/company details.
• Recommending products as per client requirements while focusing on providing suitable and reasonable rates.
• Analysing commercial and technical outputs to effectively negotiate prices with clients.
• Adhering to internal processes including accurate and timely maintenance of CRM records (SAGE).
• Updating clients related to regulation changes in the Private Medical Industry (PMI).
• Preparing client agreements and KYC; ensuring they are properly signed and stamped before submitting to sales operation team for archiving and auditing.
• Ensuring premiums are accurately collected, also supporting collection team in professionally dealing with clients.
• Adhering to Bupa Arabia credit control policy and providing print debtor report to avoid suspension for unpaid debt.
Significant Highlights:
• Monitored and maintained computer systems and networks while troubleshooting issues related to hardware/software, WAN, VLAN, firewall and VPN.
• Supported in preparing and maintaining procedural documentation and relevant reports in addition to setting/registering new users/profiles and passwords.
Key Responsibilities:
• Installed and configured computer hardware operating systems, applications and various IT equipment.
• Steered office domain and active directory, undertook machine backup, provided technical support and adhered to company policies/standards.
Significant Highlights:
• Drafted and maintained project related reports and charts, also updated all user computers as per latest software/technology change.
• Provided outstanding support to Bupa Delegates at Hospitals; ensured they are adhering to applicable standards while efficiently operating and maintaining all BUPA systems, such as Caesar, CRM, Outlook and all Microsoft package.
• Troubleshot and administered network connection between the Hospitals delegate office and Bupa head office in Jeddah.
Key Responsibilities:
• Provided technical support to end users with an aim of promptly resolving issues within agreed KPIs.
• Recorded daily technical support activities using service desk portal.
• Installed and configures all IT equipment in Bupa passport offices. Additionally, monitored implementation of internal network infrastructure at Dammam City Store (passport office).
Significant Highlights:
• Acted as a project manager for eastern region; proactively involved in technical implementation of Biometric system within hospitals/clinics.
• Fortified strong relations with hospital management and implemented change management process.
Key Responsibilities:
• Effectively handled and ensured successful completion of Swipe Card and Fingerprint project; project scope included treating heal care providers as clients and Bupa Arabia as a supplier.
• Monitored system utilisation, steered all online services and ensured smooth operations.
• Provided required training and support to hospitals and clinics in addition to coordinating with the developers and vendors.
Significant Highlights:
• Proven record of provided required guidance to all employees in effectively handling all IT issues while adhering to applicable standards and procedures.
Key Responsibilities:
• Support all employees to solve all issues, which relate to the I.T Area, supported The Hotel’s Guests.
• Designed and implemented WIFI and Cables for Internet Network (LAN) at Corm Hotels with limited budget and short time.