Executive Consultant

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.

Areas of responsibility may include but not limited to

Responsibilities (including but not limited to)

• 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.