Relationship Executive

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

The Old Mutual Group have an exciting opportunity for a Relationship Executive.

The Relationship Executive is responsible for providing professional guidance on policy matters, ensuring comfort and assistance of clients/intermediaries, and communicating with clients and brokers on a timely basis for relevant concerns.

• End to end proactive management of Intermediaries and customer relationships for assigned portfolio of schemes.
• Ensure superior customer experience is always provided to intermediaries/clients while working closely with other departments.
• Track and report on delivery of OM Customer Service Charter to meet the NPS and NES targets.
• Contribute to the profitable growth of the portfolio based on set annual targets through profitable retention of existing business
• Responsible for obtaining and providing correct market intelligence on renewal/Tender business to ensure it is correctly/competitively priced.
• Proactively manage and reduce all costs including cost controls for adverse performing schemes.
• Support on excess, undertakings, and premium collection. Adhere to all the processes, procedures and controls set parameters.
• Train and increase uptake of all automation initiatives by clients/intermediaries and having gained comprehensive understanding of the same.
• Demonstrate teamwork/spirit and continued personal development. Any other duties that may be assigned by the management.

Plans, coordinates and controls construction-related activities on a project or part of a project to enable completion within cost, quality & time constraints. Provides on and off-site service. Monitors progress against programme. Coordinates activities of professionals and teams.

ResponsibilitiesRegulatory and Compliance Management

Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues. Advise more senior colleagues on more complex problems.

Land and Property Acquisition

Assist in purchasing suitable property and land for development projects. Includes producing documentation and communicating with landowners and legal advisors.

Insights and Reporting

Extract and combine data to generate standard reports.

Document Preparation

Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

Property Valuation

Produce accurate analyses on property valuation for others by collecting information from a variety of standard sources and inputting the data into standard formats.

Cost Calculation and Analysis

Prepare and analyze accurate costings for construction, maintenance, or improvement works. Will include calculations covering materials, quantities, and labor time.

Business Case

Contribute information and analysis to support the development and review of business cases.

Property/Asset Management

Deliver asset management support services (mostly of a routine nature) by using asset management systems and protocols.

Data Collection and Analysis

Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.

Administration

Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

Business, Communication, Customer Experience (CX), Data Analysis, Data Compilation, Evaluating Information, Management Reporting, Oral Communications, People Management, Solution Analysis

Competencies

Action OrientedCollaboratesCommunicates EffectivelyDecision QualityEnsures AccountabilityFinancial AcumenInstills TrustManages Complexity

Education

BA (Required)

Closing Date

25 February 2025 , 23:59

The Old Mutual Story!