Sr. Direct SME Representative

About Alrajhi Takaful:Al Rajhi Takaful is fully committed to providing you with first class, Shariah compliant solutions that are fully aligned to the Kingdom’s 2030 Vision. We aim to protect all our customers, and fulfil their dreams, hopes and ambitions. All our policies provide customers with state-of-the art solutions and come with the support of a team of dedicated, professional and experienced insurance industry.
The job title:Sr. Direct SME Representative
Job Description:To support and grow relationships with SME clients, ensure exceptional service delivery, achieve sales targets, and contribute to profitability while maintaining full compliance with regulatory requirements.
Key Responsibilities:
Ensure that the procedure and guidelines are followed and has proper sales operations and by continuously seeking process improvements Achieve assigned sales targets through identifying new SME prospects and presenting tailored insurance solutions Conduct regular client meetings and site visits to assess needs and close deals Highlight product benefits, coverage options, and additional services to drive client acquisition and retention Ensure all client documentation (proposals, KYC, contracts) is accurately completed and submitted Coordinate with underwriting, operations, and policy issuance teams to guarantee seamless policy activation Follow up on pending proposals or renewals and escalate delays where necessary Act as the second point of contact for direct SME clients regarding policy inquiries and service requests Respond promptly to client issues, coordinating with relevant departments for resolution Maintain strong, long-term relationships with clients through consistent communication and support Ensure full compliance with IA, CCHI, and company policies across all client interactions Maintain accurate CRM records for all leads and opportunities Prepare periodic reports on sales performance, client feedback, and market movements Stay up to date with market developments and competitors’ activities Provide feedback to managers on product gaps, pricing concerns, or service improvement opportunities
Qualifications:Bachelor’s or Diploma degree in business, Insurance, Finance, or a related field1 to 2years of experience in insurance