أخصائي تحصيل واشتراكات

Job Responsibilities:

Responsible for achieving monthly and annual set targets.

Responsible for developing a weekly route plan and presenting it to the supervisor for approval.

Communicating with clients to schedule daily visits according to the plan agreed upon with the Membership Supervisor – route plans.

Responsible for attending seminars and being present with mobile customer service vehicles.

Committing to attending periodic visits for targeted categories and beneficiaries with the EJIC customer service representative (sales).

Responsible for conducting introductory visits to present the institution’s services to targeted categories.

Responsible for collecting all required data and documents in forms and financial receipts (membership subscriptions – Takaful – lending – refund vouchers – care services).

Responsible for bringing all required documents and handing them over to the relevant department.

Responsible for collecting membership fees and monthly collections from beneficiaries of the institution’s services and submitting them to the Finance Department.

Responsible for collecting all required signatures and data in deduction declarations for Takaful fund members dealing with EJIC and submitting them to the relevant departments.

Responsible for collecting all required signatures and data in Takaful fund resignation forms and submitting them to the relevant departments.

Responsible for collecting and bringing all required documents for disbursing benefits to Takaful fund subscribers.

Responsible for disbursing Takaful fund benefits and entitlements in coordination with the direct manager and EJIC representative.

Responsible for submitting Takaful fund benefit disbursement reconciliations to the relevant departments.

Compiling loan requests from subscribers and sending them to the supervisor for approval from the Operations Department and ensuring compliance with terms and rules.

Responsible for collecting and receiving all required documents for loan disbursement committees and submitting them to the direct manager.

Communicating with loan beneficiaries before disbursement in coordination with the direct manager to confirm terms and disbursement schedules.

Participating in loan disbursement committees.

Responsible for tracking defaulters on monthly installment payments and reporting them monthly to the direct manager.

Responsible for monthly collection of due installments from loan beneficiaries.

Receiving and delivering deposit receipts to loan beneficiaries after full repayment.

Responsible for receiving medical cards from the Operations Department and delivering them to subscribers.

Responsible for communicating with patients and informing them of the required documents to access medical services.

Assisting beneficiaries in obtaining necessary documents to benefit from services if required.

Conducting visits to patients to ensure their well-being, collect medical documents from the client, review them, and submit them to the relevant department.

Responsible for receiving medical expenses and making another visit to the technician to deliver their medical refund.

Conducting visits to cases of female breadwinners and total disability, and collecting required documents to implement aid for female breadwinners and total disability.

Conducting and implementing case studies for total disability, female breadwinners, and other required humanitarian cases.

Documenting successful visits and all provided benefits with photos and sharing them in the work group.

Attending the weekly customer service and sales meeting to present achievements during the week in the area.

Receiving resignation forms from the Operations Department and delivering them to subscribers to collect required signatures.

Responsible for attending EJIC annual events and achieving set targets for each event.

The representative is committed to delivering, receiving, and reporting to the direct manager and relevant departments all documents, papers, and information within the deadlines specified for each item.

Additional Details

• Number of vacancies: 3
• Shift system: Morning only
• Benefits: Health insurance, social insurance, transportation allowance