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Key Account Manager CPT - Talent Pool

Business Unit:  Discovery Insure
Function:  Brand Management
Date:  05-Aug-2022

Discovery – Insure

Key Account Manager

 

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 in order 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, home and business 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.

 

 

Key Purpose


To build solid relationships with DFC (tied agency distribution force) and DCS (independent advisors) Franchises and their Consultants and Brokers. To provide these entities with support including product, industry knowledge and technical training. To further assist with servicing, marketing tactics and training in order to drive new business. To also assist with portfolio analysis in an attempt to ensure portfolio growth and to report on potential portfolio risks to relevant parties.

                        

Areas of responsibility may include but not limited to

 

  • Provide full technical and training support on:
    • Product
    • Processes
    • Insure Operating Platforms
    • Technical system queries
  • Provide assistance with escalated enquiries
  • Assume accountability for first time resolution of escalated queries across administration, claims and new business platforms
  • Assist with the reporting on all areas of the business
  • Discuss loss ratios, lapse ratios, claims, service and administration and product matters in regular meetings with Franchise Directors, Business Executives and other related parties
  • Escalate any trends in the business that may impact sales to the Head of Intermediary Services and other relevant business heads
  • Set up a reoccurring visitation calendar and visit client offices, Business Consultants and brokers in line with the visitation calendar
  • Driving and attaining production targets

 

Personal Attributes and Skills

  • Relating and networking
  • Deciding and initiating action
  • Adapting and responding to change
  • Coping with Pressure and Setbacks
  • Analysing Persuading and influencing
  • Leading and supervising
  • Delivering results and meeting customer/broker expectations
  • Planning and organising

Education and Experience

Education

  • Matric or equivalent      
  • Full FAIS Short Term Insurance Personal Lines Accreditation
  • RE Representatives
  • Related tertiary qualification (Advantageous)

Minimum Experience:      

  • At least 5 years similar experience with Broker Servicing environment
  • Minimum 5 years working experience within the short-term industry, both within personal and commercial lines.

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