Takaful Al Rajhi Company Announces Small and Medium Enterprise Direct Senior Representative Position
Job Description
The Small and Medium Enterprise Direct Senior Representative is responsible for supporting and developing customer relationships, providing exceptional service, achieving sales targets, and contributing to profitability while maintaining full compliance with regulatory requirements.
Key Responsibilities
- Ensure adherence to procedures, guidelines, and proper sales process flow, with a continuous drive for process improvement.
- Achieve sales targets by identifying new clients and presenting them with tailored insurance solutions.
- Conduct meetings and field visits to assess needs and close deals.
- Highlight product benefits, coverage options, and value-added services to attract and retain customers.
- Accurately complete all client documentation (proposals, KYC, contracts).
- Coordinate with underwriting, operations, and policy issuance teams to ensure smooth activation.
- Follow up on pending proposals or renewals and escalate delayed cases when necessary.
- Act as a secondary point of contact for SME clients for policy inquiries and service requests.
- Respond promptly to customer issues and coordinate with relevant departments for resolution.
- Maintain strong, long-term customer relationships through ongoing communication and support.
- Ensure full compliance with IA, CCHI, and company policies in all customer dealings.
- Maintain accurate records in the Customer Relationship Management (CRM) system for all leads and opportunities.
- Prepare periodic reports on sales performance, customer feedback, and market movements.
- Monitor market developments and competitor activities, providing feedback to managers on product gaps or service improvement opportunities.
Required Qualifications
- Bachelor's degree or diploma in Business Administration, Insurance, Finance, or a related field.
- One to two years of experience in the insurance field.
