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.

KEY TASKS AND RESPONSIBILITIES

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/intermediariesand having gained comprehensive understanding of the same.Demonstrate teamwork/spirit and continued personal development.Any other duties that may be assigned by the management.

SKILLS AND COMPETENCIES
Technical Skills:
• Health Benefit Plans Management
• Presentation & Public speaking skills
• Key Accounts Management
• Customer Servicing
• Ability to work independently in a fast-paced environment
• Highly motivated, flexible and adaptable nature.
• Good business acumen and good understanding of the market
• Self-starter who shows initiative and is able to work under minimal supervision
• Personal and professional ethics.

Generic Competencies:
• Planning and Organising
• Analytical Thinking & Risk Management
• Process Discipline and Quality Orientation
• Decision Making
• Business Acumen
• Strategic Orientation
• Result Orientation
• Developing Self/Others
• Culture sensitivity on Diversity, Equity and Inclusion

KNOWLEDGE & EXPERIENCE
• 2-3 years’ experience in the insurance industry preferably in client servicing
• Experience in handling SME/Corporate clients/portfolio is a must.
• Sales experience and excellent report writing communication and
interpersonal skills.

QUALIFICATIONS & ELIGIBILITY
Required Experience
• 2-3 years’ experience in the insurance industry preferably in client
servicing
• Experience in handling SME/Corporate clients/portfolio is a must.
• Sales experience and excellent report writing communication and
interpersonal skills.
Educational Requirement
• University Graduate in business related degree com/Finance/Business
Administration Administration-Insurance Option/Marketing/Economics
• Professional insurance qualifications - CII/COP is an added advantage.

Proficient in the use of Microsoft office suite & packages (word, excel,
PowerPoint)

ANTI-MONEY LAUNDERING (AML) EXPECTATION
The incumbent will be responsible for ensuring adherence to, implementation of, and
adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related
policies, procedures, and process requirements within Old Mutual and its subsidiaries.
This includes execution of customer due diligence processes, ensuring compliance
with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due
diligence, and maintaining data quality. Additionally, the role involves identifying and
monitoring potential AML, Sanctions, or Compliance breaches and unusual activities,
and escalating these concerns to the Risk and Compliance Office for further action.

Skills

Competencies

Education

Closing Date

12 August 2025 , 23:59

The Old Mutual Story!