Job Description
The Old Mutual Group have an exciting opportunity for a Relationship Executive.
The Relationship Executive is responsible for providing professional guidance on policy matters, ensuring comfort and assistance of clients/intermediaries, and communicating with clients and brokers on a timely basis for relevant concerns.
KEY TASKS AND RESPONSIBILITIES
End to end proactive management of Intermediaries and customer relationships for assigned portfolio of schemes.
Ensure superior customer experience is always provided to intermediaries/clients while working closely with other departments.
Track and report on delivery of OM Customer Service Charter to meet the NPS and NES targets
Contribute to the profitable growth of the portfolio based on set annual targets through profitable retention of existing business
Responsible for obtaining and providing correct market intelligence on renewal/Tender business to ensure it is correctly/competitively priced.
Proactively manage and reduce all costs including cost controls for adverse performing schemes.
Support on excess, undertakings, and premium collection.
Adhere to all the processes, procedures and controls set parameters.
Train and increase uptake of all automation initiatives by clients/intermediaries and having gained comprehensive understanding of the same.
Demonstrate teamwork/spirit and continued personal development.
Any other duties that may be assigned by the management.
SKILLS AND COMPETENCIES
Technical Skills:
Health Benefit Plans Management
Presentation & Public speaking skills
Key Accounts Management
Customer Servicing
Ability to work independently in a fast-paced environment
Highly motivated, flexible and adaptable nature.
Good business acumen and good understanding of the market
Self-starter who shows initiative and is able to work under minimal supervision
Personal and professional ethics
Generic Competencies:
Planning and Organising
Analytical Thinking & Risk Management
Process Discipline and Quality Orientation
Decision Making
Business Acumen
Strategic Orientation
Result Orientation
Developing Self/Others
Culture sensitivity on Diversity, Equity and Inclusion
KNOWLEDGE & EXPERIENCE
2-3 years’ experience in the insurance industry preferably in client servicing
Experience in handling SME/Corporate clients/portfolio is a must.
Sales experience and excellent report writing communication and interpersonal skills.
QUALIFICATIONS & ELIGIBILITY
Required Experience
2-3 years’ experience in the insurance industry preferably in client servicing
Experience in handling SME/Corporate clients/portfolio is a must.
Sales experience and excellent report writing communication and interpersonal skills.
Educational Requirement
University Graduate in business related degree com/Finance/Business Administration Administration-Insurance Option/Marketing/Economics
Professional insurance qualifications – CII/COP is an added advantage
Proficient in the use of Microsoft office suite & packages (word, excel, PowerPoint)
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