Relationship Executive at Old Mutual South

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.
  

Plans, coordinates and controls construction-related activities on a project or part of a project to enable completion within cost, quality & time constraints. Provides on and off-site service. Monitors progress against programme. Coordinates activities of professionals and teams.