Platinum Select Executive Relationship Manager (Talent Pool)Business Unit: Discovery Insure
Function: Client Service
Date: 10 Sep 2024
About DiscoveryDiscovery'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 InsureDiscovery 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.
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 PurposeThe 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 ResponsibilityResponsibilities (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 ExperienceMatric (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.
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