Corporate Relationship Manager

Lets Write Africa's Story Together!

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

Job Description

• Identify and engage prospective clients to sell corporate/group insurance solutions via direct engagements, referrals, and other effective means.
• Manages all contracted client deliveries and maintains client relationships.
• Reviews client product portfolio regularly and recommends new and enhanced products to suit client portfolio.
• Keeps abreast of industry trends and ensures that products are aligned to meet client needs and to ensure sustainable growth.
• Build a strong pipeline of prospects, identify their needs and customize solutions that meet the needs of the identified prospects.
• Takes responsibility of achieving Business Unit (BU) sales targets to ensure growth and market share.
• Conducts presentations to clients.
• Meets regularly with intermediaries and clients to address service-related concerns as to strengthen existing relationships.
• Drive customer service excellence amongst clients and partners to always ensure great customer experience.
• Build key relationships with industry players.
• Responsible for the accreditation of intermediaries on range of products.
• Identify and sign on new distribution partners.
  
  

Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

Responsibilities

Data Collection and Analysis

Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.

Information and Business Advice

Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.

Document Preparation

Edit document in line with organizational style guidelines and prepare information for publication.

Insights and Reporting

Prepare and coordinate the completion of various data and analytics reports.

Customer Relationship Management / Account Management

Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Financial Advice

Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.

Sales

Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.

Operational Compliance

Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

Competencies

Builds Networks

Business Insight

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Manages Complexity

Plans and Aligns

Education

Closing Date

26 December 2024 , 23:59

The Old Mutual Story!