مصطفى الخليفة, Relationship Manger Corporate Sales

مصطفى الخليفة

Relationship Manger Corporate Sales

Allianz insurance company

البلد
المملكة العربية السعودية - الخبر
التعليم
دبلوم, Insurance
الخبرات
20 years, 1 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :20 years, 1 أشهر

Relationship Manger Corporate Sales في Allianz insurance company
  • المملكة العربية السعودية - الخبر
  • أشغل هذه الوظيفة منذ أكتوبر 2023

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.

Retail Sales Manager في Al Etihad Cooperative Insurance Company
  • المملكة العربية السعودية - الدمام
  • أشغل هذه الوظيفة منذ 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.

Point of Sales Manager في بروج للتأمين التعاوني
  • المملكة العربية السعودية - الرياض
  • أشغل هذه الوظيفة منذ يناير 2015

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.

Head Of Sales في AL SAGR INSURANCE
  • المملكة العربية السعودية - الدمام
  • يونيو 2018 إلى 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

Administrative Supervisor health Care في BURUJ COOPERATIVE INSURANCE
  • المملكة العربية السعودية - الرياض
  • ديسمبر 2011 إلى 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.

Cargo Executive في Yousef Bin Ahmed Co. Ltd.
  • المملكة العربية السعودية - الرياض
  • أبريل 2006 إلى 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.

Depart Manager في M H Alshaya Co
  • المملكة العربية السعودية - الشرقية
  • يناير 2008 إلى 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.

Salesman part-time في Mobily Telecom
  • المملكة العربية السعودية
  • يناير 2004 إلى ديسمبر 2005

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

الخلفية التعليمية

دبلوم, Insurance
  • في Bahrain Institute of Banking & Finance
  • ديسمبر 2007

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

دبلوم, Insurance
  • في Bahrain Institute of Banking & Finance
  • أكتوبر 2007

2007 BIBF Insurance Diploma Bahrain Institute of Banking & Finance

دبلوم, Insurance
  • في BIBF Insurance Diploma Bahrain Institute of Banking & Finance
  • يوليو 2007

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

Specialties & Skills

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

اللغات

العربية
متمرّس
الانجليزية
متمرّس