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
Qualification,
Knowledge & Experience
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.
Educational Requirement
- University Graduate with a business-related
degree in Commerce/Finance or Business 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)
How to
Apply
