Sr. Manager - Relationship Managment
tawuniya insurance company
Total years of experience :9 years, 9 Months
Build and nurture relationships with key clients, such as insurance brokers, agencies, or corporate clients
Understand their insurance needs, provide personalized guidance, and serve as their main point of contact within the
company
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Collaborate with clients to understand their evolving insurance requirements, offer tailored insurance solutions, and
recommend additional coverage options or policy enhancements as needed
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Retention and Renewals: Proactively engage with clients to ensure high levels of satisfaction, address any concerns, and
secure policy renewals.
Achieving 80% monthly target .
Handling a portfolio of 281M total GWP = 2000 Clients
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• Enhanced area operations with new and updated operational strategies.
Team Leadership: Provide strong leadership and guidance to the telesales fostering a positive and motivated work
environment. Set clear goals and objectives, monitor performance, and provide regular feedback and coaching to
ensure team members are meeting targets.
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Sales Strategy and Planning: Develop and implement effective sales strategies and plans to drive growth in the SME
market. Analyze market trends, customer needs, and competitor activities to identify opportunities and recommend
strategies for achieving sales targets.
Achieving an Annual target 48M .
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Target Achievement: Set ambitious sales targets for the team and closely monitor progress towards meeting or
exceeding these targets. Implement measures to maximize sales performance, such as pipeline management, lead
generation strategies, and effective sales techniques.
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Team Development and Training: Identify training needs and provide ongoing coaching and development opportunities
to enhance the skills and capabilities of team members. Conduct regular training sessions, workshops, and role‑playing
exercises to improve selling techniques, product knowledge, and customer relationship management.
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Relationship Management: Build and maintain strong relationships with SME clients, insurance brokers, and other
relevant stakeholders. Collaborate with internal departments, such as underwriting and claims, to ensure excellent
customer service and prompt resolution of customer issues or concerns.
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Reporting and Documentation: Prepare regular sales reports, performance metrics, and forecasts. Ensure accurate and
timely documentation of sales activities, customer interactions, and sales pipeline updates in the CRM system
Team Management: Lead, motivate, and manage a team of telesales representatives to achieve sales targets and
objectives. Provide guidance, coaching and support to team members to enhance their performance and maximize their
potential.
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Sales Strategy: Develop and implement effective sales strategies and tactics to drive business growth in the SME
insurance market.
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Target Achievement: Set sales targets and closely monitor the team's
performance against these targets.
Achieving an Annual target of 30M SAR.
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Training and Development: Identify training needs and provide ongoing training and development opportunities to
enhance the knowledge, skills, and sales capabilities of team member
Passenger Assistance: Assist passengers with inquiries, requests, and concerns related to flight bookings, seat
assignments, baggage allowances, flight changes, and other travel‑related matters. Offer prompt and accurate
information to address their needs and provide appropriate solutions.
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Complaint Resolution: Address and resolve passenger complaints or issues, such as flight delays, cancellations, lost
baggage, or service disruptions. Act as a liaison between passengers and relevant departments, coordinating efforts to
investigate and resolve complaints in a timely and satisfactory manner
Handling over 1000 complaint a month.
Reaching a satisfaction rate of 75% .
Special Services: Handle requests for special services, such as wheelchair assistance, unaccompanied minors, medical
needs, or dietary requirements.
Answering questions about flight schedules, prices, and other airline information that helps customers book travel
plans.
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• Maintaining security by following safety procedures.
• Check in clients in less that 1.5 min as per the SLA.
Processing refunds for delayed or cancelled flights by communicating with travel agencies or airlines to obtain
authorization for refunds.
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Acting as an ambassador for the airline by greeting passengers with asmile and offering assistance during their stay at
the airport
Client Consultation: Meet with clients to understand their insurance needs, assess their risk profile, and evaluate their
current insurance coverage.
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Insurance Recommendations: Provide professional advice and recommendations to clients regarding suitable insurance
products and coverage options that align with their specific needs and risk tolerance.
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Policy Placement: Collaborate with insurance underwriters and carriers to obtain competitive quotes and negotiate
favorable terms on behalf of clients.
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Risk Assessment and Analysis: Conduct thorough risk assessments for clients' businesses or personal circumstances.
Analyze potential risks and exposures that clients may face, and propose risk management strategies or insurance
solutions to mitigate those risks effectively.
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Client Relationship Management: Build and maintain strong relationships with clients, fostering trust and loyalty.
Proactively engage with clients to addre
Relationship Management.
Client Support: Provide exceptional customer service and support to
clients, addressing their inquiries, concerns, or issues promptly and
effectively. Offer customized solutions or recommendations to optimize their experience and achieve desired outcomes.
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Compliance and Risk Management: Ensure compliance with applicable
regulations, policies, and industry standards related to the subject matter expertise. Identify and mitigate potential risks
associated with client relationships or business activities.
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• Handling a15M portfolio and Closing a retention of 80% .