Takaful Al Rajhi Company Announces New Direct Sales Account Manager Position
Job Description
The New Direct Sales Account Manager is responsible for managing the entire customer cycle, from promoting new contracts to documentation and follow-up to ensure customer satisfaction and achieve monthly and annual sales targets.
Tasks and Responsibilities
- Prepare, explain, and obtain signed contracts from new customers in a timely and professional manner.
- Promote the ART product to achieve personal monthly, quarterly, and annual goals.
- Create, build, and maintain relationships with new potential customers.
- Identify cross-selling and up-selling opportunities within the existing portfolio to increase revenue.
- Maintain and renew existing insurance documents through proactive follow-up before their expiration.
- Understand market dynamics and competitive trends and prepare the annual plan accordingly.
- Manage the entire customer onboarding cycle in the Customer Relationship Management (CRM) system.
- Prepare "Know Your Customer" (KYC) forms and ensure full compliance with AML regulations and industry policies.
- Collect initial payments and explain credit management policies to new customers.
- Maintain accurate records of all activities in the CRM system daily.
- Ensure customer satisfaction and resolve complaints in a timely manner that reflects the company's values.
Requirements
- Minimum of 4 years of experience in a relevant field.
- Preferably passed the Insurance Foundation Certificate Examination (IFCE).
- Preferably holds an Anti-Money Laundering (AML) certificate.
Company Overview
- Al Rajhi Takaful Company is committed to providing customers with excellent Sharia-compliant insurance solutions, in line with the Kingdom's Vision 2030. The company provides the latest insurance solutions supported by a specialized team with extensive experience and high competence in the insurance sector.
