Sales Support
Role Overview
The Sales Support provides administrative and operational assistance to the sales team, ensuring smooth execution of sales processes and enhancing productivity.
The role supports client onboarding, prepares documentation, tracks performance data, and serves as a liaison between sales teams and internal departments.
Key Skills for This Role
Full Job Posting
About Mutakamela
Mutakamela Insurance is a growing leader in the insurance sector in Saudi Arabia.
The company is committed to attracting and developing top talent to support continued success and expansion.
Its culture is rooted in professionalism, innovation, and collaboration.
Role Summary
The Sales Support provides administrative and operational assistance to the sales team, ensuring smooth execution of sales processes and enhancing productivity.
The role supports client onboarding, prepares documentation, tracks performance data, and serves as a liaison between sales teams and internal departments.
Responsibilities
- Provide day-to-day administrative support to the sales team and agents.
- Prepare, verify, and process sales documents including quotations, applications, and proposals.
- Coordinate with underwriting, policy issuance, and claims teams to track application progress.
- Monitor and maintain client databases, dashboards, and performance reports.
- Assist in the preparation of presentations, sales kits, and marketing materials.
- Follow up on outstanding client requirements and pending documentation.
- Support onboarding of new agents and provide training on systems and processes.
- Ensure adherence to internal controls, regulatory policies, and confidentiality protocols.
- Process sales orders, prepare proposals, and manage sales contracts.
- Prepare sales reports and analyze sales performance.
- Assist in planning and executing sales events, conferences, and training sessions.
- Ensure timely allotments of agents' codes, agency setup, and agents' pyramid updating and maintenance for IMS.
Technical-Functional Requirements
- Proficient in MS Office, especially Excel, Word, and PowerPoint.
- Experience with CRM systems and policy administration platforms.
- Strong organizational and multitasking abilities.
- Good written and verbal communication skills.
- Basic understanding of insurance product types (Life/Non-Life).
Education and Certifications
- Bachelor's degree in Business Administration, Marketing, Finance, or a related field.
- Certification or training in insurance administration or customer service is a plus.
- IFCE Certification.
Behaviors and Values
- Reliability: delivers accurate and timely support to enable sales performance.
- Service orientation: focused on helping internal and external stakeholders succeed.
- Attention to detail: ensures documentation and data integrity.
- Teamwork: works collaboratively with sales and support teams.
- Integrity: handles sensitive client data responsibly.
Experiences Required
- 1 year of experience in sales coordination, admin support, or operations in insurance or financial services.
- Familiarity with insurance workflows and documentation is preferred.
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