Bancassurance Relationship Manager
Banque Saudi Fransi
Total years of experience :11 years, 3 Months
Accomplishments:
• Promoted delivery of quality services that supports and reflects BSF’s mission, vision, and core values.
• Acknowledged for consistently achieving sales targets as well as boosting client satisfaction scores across all branches/areas assigned.
• Under my leadership accomplished business goals, sourced new business, retained existing customers and capitalized on cross-sell opportunities across the target market segment.
• Established yearly strategy plans, budget for optimum allocation of resources.
Roles:
• Establishing & implementing strategic business plans, providing sales leadership, strategic vision and direction to accelerate progress/ attaining growth in sales revenue from corporate Bancassurance products / services through Banque Saudi Fransi network.
• Evangelizing client experience through innovative programs and fostering synergistic productive business relationship with existing clients & prospects for effectively closing identified business deals.
• Controlling, managing and enhancing quality and volume of corporate bancassurance accounts.
• Ensuring risk-controlled service, prompt processing and completion of documentations. Enforcing compliance with legal/ audit standards as well as SAMA insurance regulations and established company policies & procedures.
• Proffering business/strategic insights on key strategic decisions to propel business growth. Forecasting/ anticipating evolving corporate requirements in bancassurance industry.
• Ensuring effective management, control and tracking of each corporate bancassurance accounts for management's use. Reporting to Head of Bancassurance Department in Banque Saudi Fransi.
• Superintending a dynamic team, establishing goals/targets, mentoring/training and acting as a resource to enable them to leverage client relationships resulting in greater market share, wallet share, and profitability.
Accomplishments:
• Consistently attained business targets through assigned Banca partners branches. Met targets for profit, new customers, cross-sales/referrals, customer satisfaction and retention.
• Nurtured synergistic business relationship with new/ existing brokers. Troubleshot all the administrative and specialized issues from brokers.
Roles:
• Endeavored to enhance the Brokers as well as Bancassurance productivity and efficiency output to meet the sales target.
• Attended meetings with Brokers & Al Awwal Bank Insurance Agency for clients/potential clients. Built sustainable relationships and trust with customer accounts through open and interactive communication.
• Functioned as SPOC for Brokers in the respective region. Liaised with the Brokers within the regions to maintain excellent relationship. Prepared presentations to Broker in regard to products and services.
• Ensured training of Brokers as per business requirements. Empowered them with strong knowledge in WIC products and services and maintained awareness of all promotions and marketing campaigns, communicating to Brokers in a responsive manner to ensure the effectiveness of campaigns and promotions.
• Teamed up with Sales Department for driving the strategic business growth efforts. Coordinated with Branch Manager/Head of Sales to visit VIP clients and arrange presentations in order to secure the new business.
• Performance screening of all Brokers allotted. Generated reports on Brokers’ and Bancassurance sales & collections status.
• Steered quality of Costumer service delivery by managing to agreed service levels, targets and KPIs, wherever possible striving to add value.
• Followed up on premium collection to avoid any breaches to WIC Credit Policy.
Roles:
• Managed Non-Medical Operations in Eastern Province Branch including claims, underwriting, approaching market and placement for the new and renewal clients.
• Maintained a robust client portfolio and offered them novel product options and services; applied Service Intelligence insights to maintain competitive edge within target market/segments.
• Implemented growth focused business strategies and coordinated resource allocation targeting excellence in service delivery models, new business generation and client acquisition/growth.
PREVIOUS PROFESSIONAL EXPERIENCES
• May 2010 - July 2012: Commercial Underwriting Assistant, AXA Cooperative Insurance Co, Khobar
• Nov 2008 - Apr 2010: Medical Claims Processing Executive, Gulf Union Cooperative Insurance Co, Khobar
Management Information System – Information Technology Systems Support, Jubail Industrial College, Jubail Industrial City, 2005 – 2008, Associate Degree with Second Honor