VIP Insurance Relationship Manager

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

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.