Discovery – Insure

Executive Consultant – Short Term Insurance

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Insure

Discovery Insure is committed to creating a nation of great drivers and building better businesses through our innovative Shared-value Insurance model. Discovery Insure is South Africa’s fastest growing short-term insurance company with comprehensive products that provide protection against current and emerging risks facing clients in the motor and home insurance sectors. Vitality Drive, an internationally recognised and award-winning programme, is a key differentiator in the market that incentivises and rewards clients for driving well. The Vitality Drive programme has been scaled to local and international markets which now include Europe and the Middle East.

The company employs over 1 000 people who are committed to putting our customers and financial advisers first by providing unique and innovative solutions and cover.  \

Key Purpose 

This role combines client service, claims management, and relationship building.

The successful candidate will manage a portfolio of high-value clients and brokers, handle complex claims, and deliver a world-class service experience.

The role requires a proactive, solutions-driven individual who can manage escalations, drive retention, and support business growth.

Areas of responsibility may include but not limited to 

• Serve as the primary point of contact for a portfolio of Platinum, VIP brokers and clients.
• Manage end-to-end claims processes (motor and non-motor), ensuring timely and accurate resolution.
• Provide intermediary services, including handling short-term insurance customer service and ensuring new additions to policies are processed when requested.
• Handle escalated queries, complaints, and service failures with professionalism and empathy.
• Conduct detailed portfolio reviews and identify upsell and cross-sell opportunities.
• Support new business placement and ensure competitive quoting.
• Liaise with internal departments and external service providers to resolve issues efficiently.
• Educate clients and brokers on systems and processes to enable self-service.
• Attend regular broker meetings and provide strategic input on service delivery.
• Teamwork, self-management and alignment with Discovery values.
• Adherence to risk and compliance requirements.

Skills and Personal Attributes

• Strong relationship-building and interpersonal skills.
• Excellent communication and problem-solving abilities.
• High attention to detail and time management.
• Ability to work independently and under pressure.
• Analytical mindset with a focus on root cause analysis.
• Customer-centric with a passion for service excellence.

Education and Experience

• Matric (Essential)
• FAIS credits - full qualification (Essential)
• RE5 certification (Essential)
• Class of Business certificate (COB) (Essential and/or Advantageous)

• Continuous Professional Development (CPD) certificate (Essential)
• Minimum of 3 years’ short term insurance claims and/or client service (financial advice) experience (Essential)

• Claims processing – motor and non-motor
• Client and broker servicing
• Portfolio and relationship management
• Working with service providers and escalations

• 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.