Brokers Channel Manager / Head of Corporate Sales (Acting)
Aljazira Takaful Taawuni
مجموع سنوات الخبرة :21 years, 7 أشهر
Highlights:
• Successfully built and developed the broker channel for the company from scratch as well as built the channel sales strategy and policies & procedures of the department.
• Developed an effective strategy to introduce the company to brokers and corporate markets.
• Managed the transition period as the company agreed to acquire another insurance company (Saudi Solidarity Takaful Cooperative - SSTC).
• Key role in enhancing the company’s corporate production profile from 3 to 46 corporate products and encouraging the brokers to sell the company products after the acquisition.
• Supported other channels to achieve corporate sales targets such as Online-sales Tele-sales, Bancassurance, and agencies.
• Managed various projects during the acquisition of the company which assisted in the transition process, such as:
o Managed agreements & contracts of sales partners to be smoothly transferred under the new company's name.
o Managed the sales portal system and all CRM and sales systems to be smoothly merged into one effective system.
o Designed and executed an awareness campaign to promote the new entity’s products and services after the merge.
Responsibilities:
• Develop and execute sales strategy for sales channels of the corporate clients, ensuring that the channel strategy is aligned with the other related department within the company.
• Build and develop the policies and procedures of all sales channels activities.
• Create & implement incentive system for all sales channels to boost their production; develop and achieve the sales revenues objectives through targeted products. Create and design a production dashboard for all sales channels.
• Ensure sustainable and profitable growth of the Sales portfolio and develop and execute engagement plans for each channel based on the needs aligned with the company's risk appetite.
• Interact with the corporate clients’ trends, understand their needs, and provide appropriate insurance solutions and support. Build and maintain a strong, open, and trusting business relationship with them.
• Generate new business from existing clients; make regular joint communication with them to close sales deals.
• Develop a good rapport with corporate customers to ensure optimum customer acquisition, retention, and revenue generation from selling company products.
• Engage brokers and agencies sales employees in regular discussions to transfer knowledge about the company's insurance products, offers and understand their issues and concerns about each product.
• Regularly monitor the feedback from the markets and communicate them to the MD on a timely basis. Provide support and recommendations to improve the business.
• Identify and develop new sales opportunities by keeping updated information on the local and national insurance markets.
• Provide mentoring, coaching, and personal guidance to the sales team; engage management team to create a competitive environment for their staff for achieving higher targets.
• Ensure that all needed information, tools, and systems for the sales model are available and updated.
• Develop and maintain regular sales reports, figures, forecasting & any other records for MD to keep up-to-date records of sales & performance.
Highlight:
• Successfully achieved a sustainable annual revenue of an average of SR 300, 000.
• Build the business from scratch as a solo founder using a mix of personal skills and service outsourcing.
Responsibilities:
• Manage the agency's overall operations, including financials, budgeting, marketing, business development.
• Provided digital marketing services and consultations to targeted clients to improve their online presence and business interaction with their segmented customers.
• Directly manage large, high-profile customer accounts; establish and develop sustainable, long-term business relations with them through professional meetings and interactions to ensure a quality opportunity pipeline delivery.
• Develop customized digital marketing solutions for clients; suggest improvements to existing strategies, and identify opportunities to increase end-user engagement.
• Discover new ways for customers to engage with existing clients and attract new ones by evaluating the current marketing strategy.
• Design and implement strategic plan to expand the company's customer base and ensure its strong presence.
• Research and analyze industry, market, and competitors to make informed strategy decisions; made vital decisions to ensure profitable operations.
• Analyze and monitor customer engagement; oversee clients' advertising campaigns and identify ways to improve clients' search engine rankings and social media engagements.
• Manage all the social media accounts of the client's company and oversee social media performance through several social media management platforms to enhance brand awareness across social media accounts.
• Improve and manage agency branding; increase client engagement and communications via social media, email, mobile, or local marketing campaigns.
• Improve the Google ranking of clients' websites by implementing new keywords and analyzing and optimizing web pages.
Highlights:
• Set clear and proactive aspirations for the development of the company's relationship with corporate clients.
• Enhanced the corporate sales channels portfolio in the Western Region from 4 Mn to over 65 Mn GWP.
• Successfully expanded the active brokers’ network in the region from 6 to 22 with a professional partnership locally and nationally.
Responsibilities:
• Developed a solid and trusting relationship with key corporate clients, ensuring that each assigned key account met profitable sales volume and strategic objective targets.
• Developed and maintained a faithful advisor relationship with brokers, key accounts, customers, and executive sponsors.
• Represent the entire range of the company products and services to the assigned customers; led the customer’s account planning cycle and ensured that the client’s needs and expectations were met during the relation.
• Increased and maintained a profitable existing portfolio through the implementation of different and customized sales techniques.
• Work as a focal point and strategic advisor for assigned accounts and relationships and maintained a focus on maximizing revenue.
• Formulated annual development action plans to cultivate existing relationships and drive revenue growth.
• Solicited and cultivated new business partnerships while maintaining a high-level of account servicing and excellent relations with existing corporate partners.
• Planned and organized conferences, forums, events and staff engagement activities for corporate partners in line with the organization’s objectives.
• Served as the link of communication between key accounts and internal teams, and ensured the correct products and services are delivered to them in a timely manner.
• Led the internal corporate sales team and ensured they had all the training and sales tools to achieve their sales targets.
• Design and monitor all sales activity reports and feedbacks and report them to higher management if needed for sustainable and healthy sales production.
• Attended various networking activities to cultivate new corporate relationships and the company exposure in the market.
Highlights:
• Successfully established the marketing department from scratch, designed marketing and PR strategy, and developed budgets in adherence to organizational policies.
• Conducted various social network campaigns as a part of the brand management effort.
• Prepared, communicated, and delivered all SAMA requirements to obtain the initial license approval for the company products.
Responsibilities:
• Directed, planned, and managed all marketing efforts, including conceiving and developing innovative marketing programs and handling promotional activities to support the brand and marketing strategy.
• Prepared PR and marketing policies and procedures to communicate key messages, promote products and services and manage the reputation of the company and the expectations of key stakeholders.
• Developed and managed all stakeholder’s communication channels, such as Internal correspondence, branches, telesales, customer care lines, website, and social media platforms.
• Conducted extensive market research through surveys and questionnaires, analyzed competitor’s activities, trends in client’s behavior, and shared potential findings with senior management.
• Evaluated market trends, researched new market opportunities, and prepared specifications and advertisements schedules for the company.
• Addressed customers’ inquiries/complaints to assure optimal levels of service and long-term business relations.
• Participated in all promotions, special events, direct marketing programs, and campaigns.
