Company Description
Hadbrok Insurance Brokers S.A.E. has been a pivotal player in the Egyptian market since 1982. As Egypt's leading insurance broker, we cater to a wide range of clients, from private individuals to large conglomerates, offering customized policies and advanced global programs management. We provide online medical and motor quotations for SMEs and individuals. Beyond Egypt, Hadbrok offers technical support, risk management, and consultancy services across the Middle East and Africa.
Job Description:
To serve as the central engine for HADBROK's growth and operational excellence. This role is personally responsible for driving new business through digital channels, managing the entire client policy lifecycle, ensuring the highest quality and compliance standards, and leveraging our Zoho One tech stack to automate and scale processes. This is a hands-on, strategic position for a results-driven individual who can both plan and execute.
Key Responsibilities:
1. Digital Business Development & Sales Strategy:
- Develop and execute a digital sales strategy to generate new business leads through online channels (LinkedIn, targeted digital campaigns, professional networks).
- Personally manage the entire sales cycle from initial digital prospecting to closing, leveraging CRM tools to track all communications and opportunities.
- Identify and exploit new market opportunities online. Research competitors and market trends to position HADBROK effectively.
- Build and maintain strong client relationships through a combination of digital communication and strategic personal follow-up.
2. End-to-End Policy Lifecycle Management:
- Own the client onboarding process in Zoho CRM, ensuring all client information is accurately captured.
- Manage the entire policy issuance process within the Zoho system, from quote to binding, ensuring all data is correct and deadlines are met.
- Serve as the primary point of contact for client inquiries and policy amendments, ensuring swift and effective resolution.
3. Quality Assurance & Operational Compliance:
- Act as the internal Quality Assurance officer. Review all policy documents before issuance to ensure they meet client needs and comply with insurer guidelines.
- Establish and monitor standard operating procedures (SOPs) within the Zoho platform to ensure consistency, accuracy, and efficiency in all operations.
- Analyze client feedback and any complaints to identify root causes and implement corrective actions within our systems and processes.
4. Technology & Process Optimization:
- Act as the super-user and champion for the Zoho One platform. Continuously optimize Zoho CRM, Books, and Flow automations to streamline workflows (e.g., automated payment reminders, commission tracking).
- Suggest and implement innovative tech-driven solutions to enhance product offerings, improve customer service, and automate repetitive tasks.
- Track and report on key performance indicators (KPIs) using Zoho Analytics, providing insights to the CEO on sales performance, operational efficiency, and revenue.
5. Claims Coordination:
- Facilitate the claims process by acting as the liaison between the client and the insurance company, ensuring all required documentation is collected and submitted efficiently via the Zoho CRM system.
Job Requirements & Person Specification:
- Education: Bachelor’s degree in Business Administration, Finance, or a related field. A background in Computer Science is a strong plus.
- Experience: 5-8 years of proven experience in a multifaceted role within the insurance sector, with direct experience in:
- Sales and business development, preferably including digital lead generation.
- Insurance operations, policy administration, and understanding of insurance products (Motor, Medical, etc.).
- Using CRM systems (Zoho CRM preferred) to manage sales pipelines and client lifecycles.
- Quality control or process improvement.
Technical Skills:
- Essential: High proficiency in Zoho One suite (CRM, Books, Flow, Analytics) or similar ERP/CRM platforms.
- Essential: Proficiency in Insurance.
- Highly desirable: Understanding of social media and digital tools for business development (LinkedIn Sales Navigator, etc.).
Soft Skills:
- Analytical & Problem-Solver: Excellent reporting and analytical skills with a data-driven mindset.
- Proactive & Self-Sufficient: A highly motivated self-starter with the ability to work independently in a fast-paced environment.
- Exceptional Communicator: Superior command of English and Arabic, with excellent customer service and relationship management abilities.
- Detail-Oriented: Meticulous attention to detail to ensure accuracy in policy issuance and financial reporting.
