Customer Account Executive

Rand Mutual - RMA; Parktown (NC); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Flexible work arrangements

Job summary

Rand Mutual Assurance seeks a Customer Account Executive to grow the COID lives across our full-stack of products through proactive customer engagement and value propositions to targeted employers.

The role includes managing and resolving client service queries, visiting employers to assist with the Return on Earnings, and improving customer satisfaction and loyalty through effective communication and relationship building.

Qualifications

• NQF Level 6: Diploma in Insurance or related field.
• Experience in Short-term insurance / Medical Insurance or Long-term Insurance.
• 2-3 years’ experience in sales, customer service or claims within an insurance environment would be preferable.
• Experience in selling and growing business, sales and generating leads.
• Experience in managing customer relationships.
• Experience in handling customer complaints.
• Knowledge of COID and Life Insurance products.
• Knowledge of insurance value chain.
• Knowledge of industry regulations (POPI, COIDA, TCF).
• Computer literacy: Outlook, Excel, Internet.

Responsibilities

• Grow lives on the full-stack of products through effective customer engagement and value proposition to targeted employers.
• Provide first-line product, process and technical support to customers.
• Identify up-selling and cross-selling opportunities through ongoing engagements with customers.
• Follow up on leads and referrals; report on sales activity.
• Maintain relationships with employers and ensure right service is provided.
• Address customer service issues promptly and conduct surveys to drive improvements.

Skills

Customer service

Sales

Lead generation

Multilingual

Travel readiness

Education

Diploma in Insurance or related field

Tools

Outlook

Excel

Job description

THE JOB AT A GLANCE

As a Customer Account Executive, you will be responsible for growing the number of lives on the full-stack of products through effective customer engagement and the positioning of a value proposition to the targeted employers to move to RMA. The incumbent will be required to manage and resolve client services queries and visit clients to assist with the submission of the Return on Earnings. The Customer Account Executive will also be responsible for improving customer experience by addressing customer pain points and contributing to high levels of customer satisfaction and loyalty.

Job Description

As a Customer Account Executive, you will be responsible for growing the number of lives on the full-stack of products through effective customer engagement and the positioning of a value proposition to the targeted employers to move to RMA. The incumbent will be required to manage and resolve client services queries and visit clients to assist with the submission of the Return on Earnings. The Customer Account Executive will also be responsible for improving customer experience by addressing customer pain points and contributing to high levels of customer satisfaction and loyalty.

What You Will Do

Growing the COID business lives, handling and resolving service-related queries:

• Provide a value proposition to the employers to enable the transfer and move to RMA
• Understand the RMA products and promote RMA products and generate leads for RMA Sales and Distribution
• Provide first line product, process and technical support to customers
• Identify up-selling and cross-selling opportunities through ongoing engagements with customers by explaining product benefits to potential customers
• Follow up on leads and referrals as received from customer engagement
• Ensure adherence to TCF principles and report any transgressions
• Participate in ad hoc assignments as per role requirements.

Liaising and maintaining good relationships with all the employers:

• Follow up on customer by engaging with the relevant stakeholders to identify whether all issues have been resolved
• Set up continuous sessions with the client to build relationship but more importantly to ensure that RMA is providing the right service.

Address customer service and satisfaction issues promptly:

• Conduct customer satisfaction surveys, identify and close any gaps identified
• Address customer service and satisfaction issues promptly
• Conduct a root cause analysis of customer pain points/service failures by analysing trends and identifying areas of improvements
• Ensure customers always receive professional communication regardless of the channel used
• Identify areas of improvement on the system to ensure timeous communication with customers
• Conduct customer satisfaction surveys, capture information received from surveys and share relevant feedback with sales for action
• Assist in projects aimed at transforming customer experience
• Ensure customer contact details are updated on the system.

Identify training requirements and organise with the Stakeholder Training Consultants:

• Identify training requirements and organise with the Stakeholder Training Consultants.

Providing first line product, process and technical support to customers:

• Provide a service to clients, including support on the Return of Earnings, manage and report on the RMA processes including Renewal process, claims process, to ensure customer service and satisfaction, productivity and cost control in comparison with targets set
• Act as an intermediary by coordinating different RMA service team, including training, claims and any other related services for the benefit of the employers/members
• Manage the Office honestly, follow high ethical standards, and comply with all Company policies and procedures
• Deal the appropriate authorities on matters regarding RMA services.
• Carry out all office planning on a regular basis, as issues arise, or in advance of anticipated needs
• Ensure timely submission of various periodical reports, highlights of the previous month’s reports
• Ensure proper housekeeping, safety and security of the Rand Mutual Properties.
• To ensure that the Office assets are in a proper condition including ensuring control over movement of same through logbooks and that they are used for official purposes only
• Communicate effectively with other Departments and Middle Managers by sharing information on effective practices, competitive intelligence, business opportunities and needs

What You Will Get In Return

We offer great opportunities for personal and professional development in a stable company that’s 132 years strong. The role comes with a competitive salary package and various benefits. Flexible work arrangements (combination of remote and in the office). Furthermore, you will be a part of a dedicated group of colleagues who value teamwork and collaboration.

Our Commitment to transformation

In accordance with the employment equity plan of Rand Mutual Assurance and its employment equity goals and targets, preference may be given, but is not limited, to candidates from under-represented designated groups.

Job Requirements

WHAT YOU'LL BRING TO THE TABLE

• NQF Level 6: Diploma in Insurance or a related field
• Experience within the Short-term insurance / Medical Insurance or Long-term Insurance field
• 2-3 years’ experience in sales, customer service or claims within an insurance environment would be preferable
• Experience in selling and growing business, sales and generating of leads
• Experience in managing customer relationships
• Experience in handling customer complaints
• Experience administering customer and service satisfaction surveys
• Sound knowledge of COID and Life Insurance products
• Knowledge of insurance value chain
• Knowledge of industry regulations, e.g. POPI, COIDA, TCF, etc.
• Good understanding of the customer experience value chain
• Computer Literacy: Particularly using Outlook, Excel spreadsheets and the Internet
• Data interpretation and report writing skills
• Must be able to travel for business related matters
• Customer centricity
• Strong selling abilities
• Multilingual
• Ability to check work accurately
• Administrative skills
• Good self-image (Presentable)
• Ability to interface with clients and staff
• Excellent verbal communication and writing skills
• Ability to work under pressure and meet deadlines
• Good presentation skills and ability to interact with middle and senior management.