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.
QUALIFICATIONIS & 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)