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Mustafa Alkhalifa, Relationship Manger Corporate Sales

Mustafa Alkhalifa

Relationship Manger Corporate Sales·Allianz insurance company

Saudi Arabia

Diploma, Insurance

Work experience

Total years of experience: 22 years, 2 months

Relationship Manger Corporate Sales

October 2023 - Present

Allianz insurance company

Khobar, Saudi Arabia

October 2023 - Present

To develop an excellent relationship with clients.
To constantly look for and identify various potential clients.
To cross sell and grow the product lines for our existing clients
To ensure that all our existing clients are satisfied and are happy with our current service in terms of efficiency and service level.
To ensure that we retain the clients and achieve a high level of retention.
To grow the portfolio by an excellent percentage year after year.

To achieve the overall goes and KPI that is advised to us.

Company industry:
Insurance & TPA
Job role:
Sales

Retail Sales Manager

August 2021 - Present

Al Etihad Cooperative Insurance Company

Dammam, Saudi Arabia

August 2021 - Present

• Developing and maintaining good working relationships with clients, primarily insurance POS, Brokers & Agents in KSA
• Managing business flow from POS, Brokers & Agents in KSA
• Cross selling.
• Ensuring credibility with clients by maintaining detailed knowledge of market conditions and competitors products.
• Monitoring and end reporting on performance against agreed sales targets.
• Ensuring compliance with regulations and procedures as laid down by SAMA by keeping up to
date with all changes in the regulatory framework.

Company industry:
Insurance & TPA
Job role:
Sales

Point of Sales Manager

January 2015 - Present

بروج للتأمين التعاوني

Riyadh, Saudi Arabia

January 2015 - Present

مسول مبيعات الشركة
• Managing, grow and leading compulsory sales
• Manage and grow Sales & Distribution Channels
• Identify new POS, Brokers & Agency to grow sales
• Manage daily Functional & Operation KPS's
• Create and Manage Monthly/Daily GWP, PC, LoB & Channels
• Manage and lead Pricing exercise on Quorate basis
• Recruit, Train & manage performance of all KSA POS
• Checking Daily Sales for all compulsory products as Medical Malpractice, Medical HealthCare in new addition Motor Comprehensive & (T.P.L).
• Making Daily Sales Report for all Productions
• Dealing with P.O.S. Employees Day to Day basis Problem
• Leading A Strong Team in P.O.S. Dept. to Monitor Sales and their deposits daily bassis
• Disturbing policies by Branches Monitoring as well.

Company industry:
Insurance & TPA
Job role:
Sales

Head Of Sales

June 2018 - August 2021

AL SAGR INSURANCE

Dammam, Saudi Arabia

June 2018 - August 2021

• Developing and maintaining good working relationships with clients, primarily insurance POS, Brokers & Agents in KSA
• Managing business flow from POS, Brokers & Agents in KSA
• Cross selling.
• Ensuring credibility with clients by maintaining detailed knowledge of market conditions and competitors products.
• Monitoring and end reporting on performance against agreed sales targets.
• Ensuring compliance with regulations and procedures as laid down by SAMA by keeping up to date with all changes in the regulatory framework.
• Managing, growth and leading compulsory sales
• Manage and growth Sales & Distribution Channels
• Identify new POS, Brokers & Agents to grow sales
• Manage daily Functional & Operation KPS's
• Create and Manage Monthly/Daily GWP, PC, LoB & Channels
• Manage and lead Pricing exercise on Quorate basis

Company industry:
Insurance & TPA
Job role:
Sales

Administrative Supervisor health Care

December 2011 - January 2015

BURUJ COOPERATIVE INSURANCE

Riyadh, Saudi Arabia

December 2011 - January 2015

BURUJ COOPERATIVE INSURANCE

Administrative Supervisor health Care
January 2013 To Till Date

• Maintain, service and grow relationship with brokers & network.
• Cross selling other line of products with P&C technical team
• Represent Company in business meeting with CCHI & clients.
• Manage the system servicing with TPA and in company
• Manage business relationship with Sales Team Kingdom-wide
• Work with direct sales team in prospecting new customers and build business pipeline.
• Manage & report day to day sales operation with all channels


MEDICAL UNDERWRITER
OCTOBER 2011 TO 2013



• Produce corporate group’s quotation.
• Analysis portfolio loss ratio and performance
• Analysis clients loss ratio and performance
• System servicing with TPA and in company
• Manage business relationship with Sales Team Kingdom-wide
• Train new Saudi staff joining the department
• Clients servicing and document management.
• Collect / review Commercial and legal documents from Clients for submission to CCHI.
• Issuing Debit/Credit Notes to internal and external clients.
• Claims management and operation.
• Maintaining customer contacts database, preparing analytical reports, maintaining client/supplier and office files.
• Communicate with Clients and the Brokers.
• Generate informative reports to the department head.
• System product setup and testing.

Company industry:
Insurance & TPA
Job role:
Management

Cargo Executive

April 2006 - November 2012

Yousef Bin Ahmed Co. Ltd.

Riyadh, Saudi Arabia

April 2006 - November 2012

Since Apr, 2006 Y B A Kanoo Riyadh, KSA
Cargo Executive
• Accountable for receiving client shipment request, prepare documentation.
• Processing cargo shipments requests through the proper channels.
• Customs clearance and cargo inspection.
• Reasonable of office document management.
• Prepare monthly report of department operation.
• Interacting directly with internal and external customers.

Company industry:
Petrochemicals & Refined Petroleum Products Manufacture
Job role:
Logistics and Transportation

Depart Manager

January 2008 - January 2011

M H Alshaya Co

Eastern Province, Saudi Arabia

January 2008 - January 2011

2008-2011 M H Alshaya Co . KSA
Depart Manager H&M Alahsa
• Manage branch.
• Manage employees.
• Responsible for branch performance and achievement of target.
• Making decision in the event of customers' complaints.
Branch Supervisor H&M Alahsa
• In charge for opening new branch and manage the opening day.
• Processing working hours for employees.
• Supervising the performance of staff.
Sales Man H&M Dhahran
• Sales goods to customers and helps them to choose.
• Responsible for sales accounts.
• Receives customers' complains.
• Organize the branch.

Company industry:
Marketing
Job role:
Sales

Salesman part-time

January 2004 - December 2005

Mobily Telecom

Saudi Arabia

January 2004 - December 2005

2004 - 2005 Mobily Telecom at Al Ahsa, KSA
• Salesman part-time.

Company industry:
Telecommunications
Job role:
Sales

Education

Bahrain Institute of Banking & Finance

December 2007

December 2007

Diploma, Insurance

Saudi Arabia

2007 BIBF Insurance Diploma Bahrain Institute of Banking & Finance Insurance courses : Bahrain Institute of Banking & Finance • Introduction to Insurance & Insurance Documentation & IF1 • Fire & loss of Profit Insurance. • Claim Workshop & IF4. • Miscellaneous Accident Insurance. • Motor Insurance – attended 2012 SAUDI ARABIAN MONITORING AGENCY (SAMA • Passed the Exam IFC (SAMA) 2017 The Institute of Finance  Property Insurance • Anti Fraud Regulation on Dec 31.2011 • Anti – Money Laundering & Combating Terrorism Financing Rules on Dec 31.2011 • Essential Skills to Mastering the Art of Win-Win Negotiation • Creative Thinking in the Workplace • Introduction to Human Resources Functions • Work Smarter not Harder • Customer Service for Insurance • Insurance Market • Stress Management • Introduction to Microsoft Excel • Managing Project Risks • Create an Effective Network Leadership Essentials

Bahrain Institute of Banking & Finance

October 2007

October 2007

Diploma, Insurance

Saudi Arabia

2007 BIBF Insurance Diploma Bahrain Institute of Banking & Finance

BIBF Insurance Diploma Bahrain Institute of Banking & Finance

July 2007

July 2007

Diploma, Insurance

Bahrain

Insurance courses : Bahrain Institute of Banking & Finance • Introduction to Insurance & Insurance Documentation & IF1 • Fire & loss of Profit Insurance. • Claim Workshop & IF4. • Miscellaneous Accident Insurance. • Motor Insurance – attended 2012 SAUDI ARABIAN MONITORING AGENCY (SAMA) • Passed the Exam IFC (SAMA) 2017 The Institute of Finance • Property Insurance • Anti Fraud Regulation on Dec 31.2011 • Anti – Money Laundering & Combating Terrorism Financing Rules on Dec 31.2011

Skills

Business Development
Expert
Business Development
Expert
Administrative Support
Expert
Administrative Support
Expert
Branch Management
Expert
Branch Management
Expert
Department Management
Expert
Department Management
Expert
Sales
Expert
Sales
Expert
ACCOUNTABLE FOR
Expert
ACCOUNTABLE FOR
Expert
CLAIMS
Intermediate
CLAIMS
Intermediate
CLIENTS
Intermediate
CLIENTS
Intermediate
CREDIT
Intermediate
CREDIT
Intermediate
DOCUMENT MANAGEMENT
Expert
DOCUMENT MANAGEMENT
Expert
DOCUMENTATION
Intermediate
DOCUMENTATION
Intermediate
FOR SALES
Expert
FOR SALES
Expert
INSPECTION
Intermediate
INSPECTION
Intermediate
SALES
Expert
SALES
Expert
SALES ACCOUNTS
Expert
SALES ACCOUNTS
Expert
Sales Growth
Beginner
Sales Growth
Beginner
Administration
Beginner
Administration
Beginner
Management
Beginner
Management
Beginner
Team Management
Beginner
Team Management
Beginner
Marketing
Intermediate
Marketing
Intermediate
Accounting
Beginner
Accounting
Beginner
Customer Service
Beginner
Customer Service
Beginner
Project Management
Beginner
Project Management
Beginner
Leadership
Beginner
Leadership
Beginner
Operation
Expert
Operation
Expert
Digital Marketing
Expert
Digital Marketing
Expert
Merchandising
Expert
Merchandising
Expert
Sales Coordination
Expert
Sales Coordination
Expert
Key Account Management
Expert
Key Account Management
Expert
Business Development
Expert
Business Development
Expert
Administrative Support
Expert
Administrative Support
Expert
Branch Management
Expert
Branch Management
Expert
Department Management
Expert
Department Management
Expert
Sales
Expert
Sales
Expert

Languages

Arabic

Expert

English

Expert