Broker Relationship Officer

دوام كامل في Wataniya Insurance Company في Saudi Arabia
نُشرت يوم September 17, 2024

تفاصيل الوظيفة

Job Summary Establishes and maintains a business relationship with new or existing brokers. Provides commissions for brokers in an accurate and timely manner. Troubleshoots all administrative and specialized issues from brokers. Job Responsibilities

  • Monitor the brokers' productivity and efficiency output to meet sales targets.
  • Conduct frequent visits with brokers within the regions to maintain excellent relationships.
  • Deliver presentations to brokers regarding products and services.
  • Act as the main contact person for brokers in the respective region.
  • Prepare periodical reports on brokers’ sales and collections.
  • Ensure high-quality client services are provided.
  • Send renewal notices to clients in a timely manner.
Job Duties
  • Participate in team meetings and share best practices with colleagues.
  • Engage in sales activities on a daily, weekly, and monthly basis or as requested.
  • Maintain a clear understanding of brokers’ business and requirements.
  • Update the existing database with the status of each broker.
  • Build good relationships and provide services to existing brokers, attending to complaints through regular visits, follow-ups, and responding to inquiries to create sales opportunities for Wataniya.
  • Identify potential brokers by making calls, sending emails, and arranging meetings.
  • Collaborate with the underwriting department to customize services for large accounts.
  • Ensure compliance with legal requirements, industry regulations, and Wataniya’s policies.
Job Qualifications Educational Background and Certifications: Bachelor's/Master's degree in a relevant field such as Sales, Marketing, Business Administration, Research and Development, or Business Development. Experience: 1 to 3 years of experience in a relevant field. Skills and Abilities:
  1. Bilingual (Arabic and English).
  2. Excellent use of Microsoft Office (especially Excel).
  3. Strong sales skills and planning.
  4. Awareness of SAMA legal aspects.
  5. Presentation skills.
Job Competencies Behavioral Competencies:
  1. Effective communication skills.
  2. Teamwork and cooperation.
  3. Adaptability.
  4. Networking.
  5. Steadiness.
Technical Competencies:
  1. Analysis and judgment.
  2. Bottom line focus.
  3. Systematic approach and planning.
  4. Financial awareness.
  5. Risk management.
  6. Business development.
  7. Problem-solving.
  8. Customer service orientation.
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