Platinum Select Executive Relationship Manager (Talent Pool) at Discovery Limited

Key Purpose

• The 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 responsibility may include but not limited to

Responsibilities (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 Experience

• Matric (Essential)
• FAIS Credits - full qualification (Essential)
• RE 5 qualification (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)