Relationship Manager - New Medical Business #Dammam

Main Responsibilities:

a) Financial/Cash (Revenue/Cost):

Assist in creating sales opportunities to boost revenue and achieve growth.

Identify opportunities to improve financial returns and achieve greater profits.

Achieve set sales targets (daily, monthly, annual) in line with company plans.

b) Customer (Internal/External):

Fulfilling customer requests within a specified timeframe and in accordance with approved policies and procedures.

Providing after-sales services, such as guidance and support for customers of various insurance products.

Ensuring quality service the first time while maintaining strict confidentiality of customer information.

Developing and implementing promotional strategies to promote sales of the company's services and products.

Building positive relationships with customers and explaining the importance of the company's programs through educating them.

Attracting new customers to ensure continued sales and increase the customer base.

Refraining from using personal accounts or customer passwords and ensuring compliance with ethical standards.

Listening attentively to customer needs and providing appropriate solutions based on an understanding of their requirements.

Dealing effectively with customers from diverse cultural backgrounds and providing a unique experience for all.

The ability to persuade logically to market the company's products and services.

Maintaining a calm and professional attitude when handling customer complaints and issues.

Excellent negotiation and communication skills to ensure customer satisfaction and strengthen relationships.

c) People/Employees:

Collaborate with the direct manager and the work team in branches and other departments to achieve set objectives.

Adhere to the work code and standards of work ethics in dealing with customers and colleagues.

Continuously strive for self-development, especially in understanding customer needs and market requirements.

d) Internal Processes and Practices:

(Productivity/Quality/Reporting)

Commitment to preparing and submitting periodic reports (weekly, monthly, quarterly, and annual) to the line manager and relevant departments.

Working to improve and develop customer relationships to ensure continued cooperation and customer satisfaction.

Submitting periodic reports to line management, including achievements and challenges, to improve the customer experience.

Responding to and effectively addressing customer complaints to improve the customer experience.

Achieving the company's interests with transparency and honesty when dealing with customers.

Commitment to following the internal chain of command according to the approved organizational structure.

Providing innovative ideas to improve the quality of service provided to customers.

Managing time efficiently to achieve the required productivity and fulfill obligations.

Implementing the company's approved policies and procedures and adhering to all relevant laws.

Performing any additional tasks assigned by the line manager, consistent with the nature of the work.

e) Risk Responsibilities:

Protecting information and ensuring that:

Client files and documents are secure in accordance with company regulations.

Not disclosing the passwords of the company's systems.

Complying with all legal, financial, and operational requirements.

Ensure compliance with all risk management systems and compliance requirements.

Ensure that all documents and system records are accurate and maintained in a professional manner, with due respect for information security. Ensure the following within the work area:

Observe office policies.

Secure and safeguard client files and documents in accordance with company procedures.

Lock down workstations when left unattended.

Ensure the manager is informed of the following:

Problems or deficiencies in management practices, procedures, systems, and reports.

Any compromises to the company or client information.

Potential operational losses.

Suspicious transactions or suspicious activities that indicate fraud or money laundering, as defined in company procedures and external rules and regulations.

Report any incidents in accordance with internal and external risk management procedures and procedures.

Compliance to the manager and relevant parties.

Skills/Traits/Qualifications/Competencies:

Knowledge of customer relationship management practices

Problem-solving approach

Excellent communication skills

Ability to foster positive relationships

Leadership and teamwork skills

Customer-oriented mindset

Educational Qualifications/Certifications:

Insurance Diploma or a similar major or higher

Fluency in English preferred

Insurance Fundamentals Certificate (IFCE) is a requirement

Experience:

• Two years or more experience in the insurance field.