Lets Write Africa’s Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
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/intermediariesand 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)
