Vacancy title:
Relationship Officer
Jobs at:
Old Mutual KenyaDeadline of this Job:
07 February 2023
Summary
Date Posted: Tuesday, January 31, 2023 , Base Salary: Not Disclosed
JOB DETAILS:
Job Description
Reporting to the Head – Corporate Retention & Customer Experience, the Relationship Manager 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 Result Areas
1. End to end proactive management of Intermediaries and customer relationships for assigned portfolio of schemes.
2. Ensure superior customer experience is always provided to intermediaries/clients while working closely with other departments.
3. Track and report on delivery of OM Customer Service Charter to meet the NPS and NES targets
4. Contribute to the profitable growth of the portfolio based on set annual targets through profitable retention of existing business
5. Responsible for obtaining and providing correct market intelligence on renewal/Tender business to ensure it is correctly/competitively priced.
6. Proactively manage and reduce all costs including cost controls for adverse performing schemes.
7. Support on excess, undertakings, and premium collection.
8. Adhere to all the processes, procedures and controls set parameters.
9. Train and increase uptake of all automation initiatives by clients/intermediaries and having gained comprehensive understanding of the same.
10. Demonstrate teamwork/spirit and continued personal development.
11. Any other duties that may be assigned by the management.
Qualifications, Skills and Experience Required
Required Experience
1. 2-3 years’ experience in the insurance industry preferably in client servicing
2. Experience in handling SME/Corporate clients/portfolio is a must.
3. Sales experience and excellent report writing communication and interpersonal skills.
Educational Requirement
1. University Graduate in business related degree com/Finance/Business Administration Administration-Insurance Option/Marketing/Economics
2. Professional insurance qualifications - CII/COP is an added advantage
3. Proficient in the use of Microsoft office suite & packages (word, excel, PowerPoint)
Skills and Competencies
Technical Skills:
1. Health Benefit Plans Management
2. Presentation & Public speaking skills
3. Key Accounts Management
4. Customer Servicing
5. Ability to work independently in a fast-paced environment
6. Highly motivated, flexible and adaptable nature.
7. Good business acumen and good understanding of the market
8. Self-starter who shows initiative and is able to work under minimal supervision
9. Personal and professional ethics
Generic Competencies:
1. Planning and Organising
2. Analytical Thinking & Risk Management
3. Process Discipline and Quality Orientation
4. Decision Making
5. Business Acumen
6. Strategic Orientation
7. Result Orientation
8. Developing Self/Others
9. Culture sensitivity on Diversity, Equity and Inclusion
Work Hours: 8
Experience in Months: 24
Level of Education: Bachelor Degree
Job application procedure
Interested and Qualified, Click here to Apply
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