Relationship Executive drives client acquisition, manages key account portfolios, and cross-sells financial products, requires a Business/Marketing Degree and 2+ years relationship management experience. Full-time role in Nairobi.
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
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 & Experience
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
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)
