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Corporate Sales Support Services

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Job Description

Act as an execution arm for all AM/RM CRM processes related to group renewals & operation work, including documentation, quality requirements, and pre-authorization.

  • Support Sales team with CRM processing.
  • Collecting required documents from client
  • Coordinates between sales team & quality team
  • Support Sales team with operational work such as: “Pre-authorization & Reimbursement “
  • Support Sales team with all internal portals “CRM, Credit Control, Collection, Compliance, etc.

Key Accountabilities:

1- CRM processing:

  • Supporting RM/AM in CRM processing & workflow for complex setup.
  • Open new opportunities in CRM for RM/AM

2- Documents Collection:

  • Sending mass communication to clients under renewal requesting required documents.

3- Coordination:

  • Coordinates between sales team, quality team & membership to ensure requirement completion.

4- Compliance:

  • Ensuring compliance requirements fulfilled and exceptional approval cases are closed.

5- Approvals Follow up:

  • Reply to RM and AM on cases

6- NB Submissions:

  • Calculate Claim Experience
  • Build new product

Skills

  • English is a must
  • Intelligent
  • Fast learning
  • Tech savvy
  • Communications

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