Corporate Relationship Manager at Old Mutual South Africa

Description

• This role is responsible for managing a portfolio of clients by providing a full spectrum of products and services with a view of retaining and growing the Corporate business.
• The individual is responsible for achieving results through own efforts.

Key Result Areas

• 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.

Requirements: Skills, Qualifications and Experience required

• Minimum of Bachelors’ Degree in any discipline from an accredited tertiary institution
• Diploma in insurance will be an added advantage
• Sales and marketing experience in the financial services industry
• Excellent written and oral communication skills
• Excellent relationship management skills
• Excellent interpersonal relationship skills
• Highly organized and structured, able to multi-task and prioritize appropriately.
• Results-oriented

Competencies

• Innovation
• Leadership
• Technical Knowledge
• Execution
• Initiating Action
• Interpersonal Skills