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.
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.
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