Senior Insurance Relationship & Claims Lead

Discovery Limited; Gauteng; On-site; ZAR 900,000 - 1,200,000; Full time

Benefits offered by this job

Job summary

Discovery Limited, through Discovery Insure, seeks an Executive Relationship Manager to deliver world-class client service by integrating high-quality claims management with strategic relationship building for high-net-worth clients and broker portfolios.

The role focuses on end-to-end claims handling, intermediary services, and proactive portfolio reviews to identify retention and upsell opportunities, while maintaining governance and risk compliance.

Qualifications

• Matric (Essential).
• Degree at NQF level 6+ with minimum 360 credits in financial services or FAIS full qualification (Essential).
• RE5 certification (Advantageous) – to be completed within 12 months of employment date.
• Class of Business certificate (COB) (Advantageous/Essential).
• CPD certificate (Advantageous/Essential).
• Minimum of 5 years’ short-term insurance portfolio management experience, including claims and/or client service (Essential).
• Claims processing – motor and non-motor.
• Client and broker servicing.
• Portfolio and relationship management.
• Working with service providers and escalations.

Responsibilities

• Act as the primary point of contact for a portfolio of Platinum and VIP brokers and clients or Purple clients, ensuring world-class service.
• Manage end-to-end claims processes (motor and non-motor), ensuring accurate, efficient, and timely resolution of complex claims.
• Provide intermediary services, including short-term insurance customer support and processing of policy amendments and new additions.
• Professionally manage escalated queries, complaints, and service failures, demonstrating empathy and sound judgement.
• Conduct detailed portfolio reviews to identify retention, upsell, and cross-sell opportunities.
• Support new business placement by ensuring competitive, accurate, and timely quoting.
• Collaborate with internal teams and external service providers to resolve issues and optimise service delivery.
• Educate brokers and clients on systems, processes, and digital tools to promote effective self-service.
• Participate in regular broker meetings, providing insights and strategic input to enhance service outcomes.
• Demonstrate teamwork, self-management, and alignment with Discovery’s values.

Job description

Discovery Limited, through Discovery Insure, seeks an Executive Relationship Manager to deliver world-class client service by integrating high-quality claims management with strategic relationship building for high-net-worth clients and broker portfolios.

The role focuses on end-to-end claims handling, intermediary services, and proactive portfolio reviews to identify retention and upsell opportunities, while maintaining governance and risk compliance.