Qureos Mentor

Al Rajhi Takaful

<div>
 
 
 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&rsquo;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:
 
 
 
 
 
 <ul>
 <li>
 Ensure that the procedure and guidelines are followed and has proper sales operations and by continuously seeking process improvements
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 <li>
 Achieve assigned sales targets through identifying new SME prospects and presenting tailored insurance solutions
 </li>
 <li>
 Conduct regular client meetings and site visits to assess needs and close deals
 </li>
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 Highlight product benefits, coverage options, and additional services to drive client acquisition and retention
 </li>
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 Ensure all client documentation (proposals, KYC, contracts) is accurately completed and submitted
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 Coordinate with underwriting, operations, and policy issuance teams to guarantee seamless policy activation
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 <li>
 Follow up on pending proposals or renewals and escalate delays where necessary
 </li>
 <li>
 Act as the second point of contact for direct SME clients regarding policy inquiries and service requests
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 Respond promptly to client issues, coordinating with relevant departments for resolution
 </li>
 <li>
 Maintain strong, long-term relationships with clients through consistent communication and support
 </li>
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 Ensure full compliance with IA, CCHI, and company policies across all client interactions
 </li>
 <li>
 Maintain accurate CRM records for all leads and opportunities
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 Prepare periodic reports on sales performance, client feedback, and market movements
 </li>
 <li>
 Stay up to date with market developments and competitors&rsquo; activities
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 <li>
 Provide feedback to managers on product gaps, pricing concerns, or service improvement opportunities
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s or Diploma degree in business, Insurance, Finance, or a related field
 </li>
 <li>
 1 to 2years of experience in insurance
 </li>
 </ul>
 
 
</div>

Sr. Direct SME Representative

<div>
 
 
 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&rsquo;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: Direct New Sales Account Manager
 
 
 
 
 
 
 
 .
 
 
 
 
 Job Descriptio
 
 n:
 
 <ul>
 <li>
 Prepare, explain, and obtain signed contracts from new clients in a timely and professional manner.
 </li>
 <li>
 Promote ART product to achieve set and agreed personal monthly, quarterly and annual target.
 </li>
 <li>
 Establish, build and maintain the relationship with new business prospects clients.
 </li>
 <li>
 Identify cross-sell and up-sell opportunities within the existing portfolio to maximize customer value and retention revenue.
 </li>
 <li>
 Maintain and renew existing client policies by proactively following up before expiration and offering suitable renewal options.
 </li>
 <li>
 Understand the market dynamics and competition trends and present the yearly plan accordingly.
 </li>
 <li>
 Manage the complete customer onboarding cycle in the CRM system from lead assignment to invoice generation ensuring accuracy and efficiency.
 </li>
 <li>
 Prepare and collect signed &ldquo;Know Your Customer&rdquo; (KYC) forms as required.
 </li>
 <li>
 Ensure full compliance with regulatory requirements by applying and regularly updating knowledge of industry policies, including passing the IFCE (Insurance Foundation Certificate) and adhering to Anti-Money Laundering (AML) regulations.
 </li>
 <li>
 Operate in alignment with ART&rsquo;s strategic goals and core values to maintain service quality and professionalism.
 </li>
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 Collect initial payments and clearly communicate ART&rsquo;s credit control policies to new clients.
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 Gather and verify all required documentation as per Council of Cooperative Health Insurance (CCHI) standards and submit to the relevant department.
 </li>
 <li>
 Maintain up-to-date and accurate records of all activities in ART&rsquo;s CRM system on a daily basis.
 </li>
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 Prioritize clients who meet ART&rsquo;s risk appetite while avoiding non-preferred or high-risk profiles.
 </li>
 <li>
 Ensure all documentation requirements for new clients are completed in line with business needs and operational guidelines.
 </li>
 <li>
 Ensure client satisfaction by providing the best services demonstrating ART&rsquo;s values and resolve complaint in timely manner.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Job requirements:
 
 
 <ul>
 <li>
 
 4+ years of related experience.
 
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Prefe
 
 rred:
 
 <ul>
 <li>
 IFCE (Insurance Foundation Certificate Examination).
 </li>
 <li>
 AML Certificate.
 </li>
 </ul>
 
 
</div>

Direct New Sales Account Manager

Join Al Rajhi Takaful and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Al Rajhi Takaful

ABOUT_COMPANY

Sr. Direct SME Representative

Direct New Sales Account Manager