Summary
Wataniya Insurance is seeking a Broker Relationship Officer in Khobar, Saudi Arabia. The role builds and maintains relationships with brokers, supports their productivity and sales, and serves as their main contact for enquiries and complaints. Duties include broker visits, product presentations, sales and collections reporting, renewal notices, and coordination with underwriting for large accounts. Applicants need a relevant bachelor’s or master’s degree and 1 to 3 years of relevant experience.
The posting
As published on wataniya.com.sa. Pulled from the employer's site and shown as they wrote it.
Job Summary
Establishes and maintains a business relationship with new or existing brokers. Provides commissions for brokers on accurate and timeliness manner. Troubleshoots all the administrative and specialized issues from brokers.
Job Responsibilities
- Improve the Brokers productivity and efficiency output to meet the sales target.
- Schedule a frequent visits with the brokers within the regions to maintain excellent relationship.
- Prepare presentations to Brokers in regard to products and services.
- Act as a main contact person for Brokers in the respective region.
- Prepare periodical reports on Brokers’ sales and collections.
- Ensure high quality client services are provided
- Ensure renewal notices are sent to the client in a proper timely manner.
Job Duties
- Attend team meetings and share best practices with colleague.
- Report Sales activities on daily, weekly, and monthly bases or as requested.
- Gain clear understanding of broker’s business and requirements.
- Update the existing data base with the status of each broker.
- Maintain good relationship and service with existing broker’s and attending to broker complaints through regular visits, follow up and responding to enquiries to ensure creating sales opportunities for Wataniya.
- Contact potential broker’s by calling, emails and arrange for meetings.
- Coordinate with underwriting department to customize services for large accounts.
- Ensure compliance with legal requirements, industry regulations, and Wataniya’s policies.
Requirements
Educational Background and Certifications:
- Bachelor/Master 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.