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مصطفى الخليفة, Relationship Manger Corporate Sales

مصطفى الخليفة

Relationship Manger Corporate Sales·Allianz insurance company

المملكة العربية السعودية

دبلوم, Insurance

الخبرة العملية

مجموع سنوات الخبرة: 22 سنوات, 3 أشهر

Relationship Manger Corporate Sales

أكتوبر 2023 - حتى الآن

Allianz insurance company

الخبر، المملكة العربية السعودية

أكتوبر 2023 - حتى الآن

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.

مجال الشركة:
التأمين
الدور الوظيفي:
المبيعات

Retail Sales Manager

أغسطس 2021 - حتى الآن

Al Etihad Cooperative Insurance Company

الدمام، المملكة العربية السعودية

أغسطس 2021 - حتى الآن

• 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.

مجال الشركة:
التأمين
الدور الوظيفي:
المبيعات

Point of Sales Manager

يناير 2015 - حتى الآن

بروج للتأمين التعاوني

الرياض، المملكة العربية السعودية

يناير 2015 - حتى الآن

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.

مجال الشركة:
التأمين
الدور الوظيفي:
المبيعات

Head Of Sales

يونيو 2018 - أغسطس 2021

AL SAGR INSURANCE

الدمام، المملكة العربية السعودية

يونيو 2018 - أغسطس 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

مجال الشركة:
التأمين
الدور الوظيفي:
المبيعات

Administrative Supervisor health Care

ديسمبر 2011 - يناير 2015

BURUJ COOPERATIVE INSURANCE

الرياض، المملكة العربية السعودية

ديسمبر 2011 - يناير 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.

مجال الشركة:
التأمين
الدور الوظيفي:
الإدارة

Cargo Executive

أبريل 2006 - نوفمبر 2012

Yousef Bin Ahmed Co. Ltd.

الرياض، المملكة العربية السعودية

أبريل 2006 - نوفمبر 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.

مجال الشركة:
صناعة البتروكيماويات والمنتجات البترولية المكررة
الدور الوظيفي:
النقل والخدمات اللوجستية

Depart Manager

يناير 2008 - يناير 2011

M H Alshaya Co

الشرقية، المملكة العربية السعودية

يناير 2008 - يناير 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.

مجال الشركة:
التسويق
الدور الوظيفي:
المبيعات

Salesman part-time

يناير 2004 - ديسمبر 2005

Mobily Telecom

المملكة العربية السعودية

يناير 2004 - ديسمبر 2005

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

مجال الشركة:
الاتصالات والشبكات
الدور الوظيفي:
المبيعات

التعليم

Bahrain Institute of Banking & Finance

ديسمبر 2007

ديسمبر 2007

دبلوم، Insurance

المملكة العربية السعودية

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

أكتوبر 2007

أكتوبر 2007

دبلوم، Insurance

المملكة العربية السعودية

2007 BIBF Insurance Diploma Bahrain Institute of Banking & Finance

BIBF Insurance Diploma Bahrain Institute of Banking & Finance

يوليو 2007

يوليو 2007

دبلوم، Insurance

البحرين

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

Administrative Support

Expert

Branch Management

Expert

Department Management

Expert

Sales

Expert

ACCOUNTABLE FOR

Expert

CLAIMS

Intermediate

CLIENTS

Intermediate

CREDIT

Intermediate

DOCUMENT MANAGEMENT

Expert

DOCUMENTATION

Intermediate

FOR SALES

Expert

INSPECTION

Intermediate

SALES

Expert

SALES ACCOUNTS

Expert

Sales Growth

Beginner

Administration

Beginner

Management

Beginner

Team Management

Beginner

Marketing

Intermediate

Accounting

Beginner

Customer Service

Beginner

Project Management

Beginner

Leadership

Beginner

Operation

Expert

Digital Marketing

Expert

Merchandising

Expert

Sales Coordination

Expert

Key Account Management

Expert

Business Development

Expert

Administrative Support

Expert

Branch Management

Expert

Department Management

Expert

Sales

Expert

اللغات

العربية

متمرّس

الانجليزية

متمرّس