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.
1. 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/intermediaries and having gained comprehensive understanding of the same.
- Demonstrate teamwork/spirit and continued personal development.
- Any other duties that may be assigned by the management.
2. 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
3. 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.
4. 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)
5. 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
Accounting, Action Planning, Building Valuations, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Project Budget Management, Solution AnalysisCompetencies
Action OrientedCollaboratesCommunicates EffectivelyDecision QualityEnsures AccountabilityFinancial AcumenInstills TrustManages ComplexityEducation
NQF Level 3 & NQF Level 2 - Below school leavingClosing Date
20 October 2026 , 23:59The Old Mutual Story!
Skills Required
- 2-3 years of experience in the insurance industry, preferably in client servicing
- Experience handling SME or corporate clients and portfolios
- Sales experience
- Excellent report writing, communication, and interpersonal skills
- University degree in business, commerce, finance, business administration, insurance, marketing, or economics
- Proficiency in Microsoft Office, including Word, Excel, and PowerPoint
- Professional insurance qualification such as CII or COP
What We Do
Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica
