Relationship Executive

Old Mutual Kenya is based in Nairobi and is part of a larger group that offers solutions in long-term savings, asset management and investment. We offer solutions to individuals and corporates underpinned by our core values which are: Respect, Integrity, Accountability and Pushing beyond boundaries.

Relationship Executive

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 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