Relationship Executive

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.

1. 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.

2. 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

3. 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.

4. 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)

5. ANTI-MONEY LAUNDERING (AML) EXPECTATION

The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

Skills

Action Planning, Computer Literacy, Data Compilation, Data Controls, Default Risk, Insurance Product Management, Insurance Sales, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Risk Based Pricing, Risk Management, Underwriting Management