Executive Consultant

Discovery; Sandton; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading financial services provider in Sandton is seeking an Executive Relationship Manager to oversee a portfolio of Platinum and VIP brokers. The role involves managing claims, enhancing customer relationships, and driving business growth while ensuring compliance with industry standards. The ideal candidate will have over 5 years of experience in short-term insurance claims and strong client service skills. A commitment to personal development and an understanding of the broker environment are essential for success in this position.

Qualifications

• 5+ years of short-term insurance claims and client service experience.
• Experience managing a portfolio of VIP brokers.
• Ability to handle escalated complaints effectively.

Responsibilities

• Handle queries and resolve escalated complaints.
• Manage claims for the Platinum and VIP Brokers' portfolio.
• Conduct weekly meetings with brokers for portfolio management.
• Identify upsell opportunities within the portfolio.

Skills

Query handling

Client relationship management

Claims management

Upsell identification

Portfolio reviews

Education

Matric

FAIS Credits

RE 5 qualification

Continuous Professional Development (CPD) certificate

Degree

Job description

Key Purpose

The primary objective of the Executive Relationship Manager (multi-skilled) is to manage a portfolio of Platinum and VIP brokers as the sole insure contact for their portfolio. To provide a multi-faceted and VIP service with ongoing support to brokers and clients, including the growth of new business, increase of in-force premium, retention and claims following a loss or incident of a portfolio and Vitality drive support. Building of strong and management of strong relationships focussing on portfolio management.

Responsibilities

• Effective query handling and resolving of escalated complaints, self and through others on behalf of Platinum and VIP Brokers and their clients.
• Effective management of the Platinum and VIP Brokers portfolio’s claims (end-to-end).
• Weekly portfolio meetings with brokers.
• Identifying upsell opportunities.
• Limited after-hours availability to assist on critical matters.
• Loss ratio and multi-claimant management of portfolio.
• Detailed anniversary reviews of portfolio with broker.
• New business placement assistance and review of quotations to ensure competitiveness.

Education and Experience

• Matric (Essential)
• FAIS Credits - full qualification (Essential)
• RE 5 qualification (Essential)
• 5 years or more short-term insurance claims and client service (financial advice) experience (Essential)
• 5 years or more portfolio management experience (Advantageous)
• Class of business certificate (Advantageous)
• Continuous Professional Development (CPD) certificate (Essential)
• Experience dealing with Brokers (Essential)
• Degree (Advantageous)

EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.