Sales Coordinator

Key Responsibilities:

• Review the quotes the clients have on hand and do GAP analysis to ensure clients are provided with better terms on General, Motor, Medical & Group life.
• Assisting the RMs with technical support by going with them for client meetings to either negotiate on quotes provided, policy confirmations, portal training or policy orientation for both medical and motor.
• Help the RMs in day to day endorsements, account opening, claims follow up for payments etc
• Ensure all renewal are forwarded to the clients month on month and retain the renewals. (all classes of Business)
• Ensure all the collection target for the team are met month on month. Providing full support to the rms for premium collection either by following up with the client, providing invoices/endorsement.
• Forwarded the SOAs to the RMs and clients on or before 15th of every month. Followed up for premium payments and provided invoices/endorsements if required by the clients to make the payments within the credit period help the rms for premium collection, following up with the clients, arranging for premiums to be collected by the messenger and ensuring RV’s are provided on time.
• Assist the relationship managers in making call for new business where they can get an entry in.

Educational and Technical Qualifications:

• Expert level of proficiency in English language
• Basic level of proficiency in Arabic language is preferred
• Bachlors or Masters with 2 - 5 years’ experience from Insurance/Financial/Business Process Outsourcings industry.
• Proven ability in relationship management, strong customer service orientation, organizing workload under pressure and excellent communication skills.