Relationship Manager at Jubilee Insurance

Job Ref. No. JHIL031

Role Purpose

The role holder will be responsible for visiting patients at the various service providers, providing professional guidance on policy matters, ensuring comfort and assistance of patient by the service provider, and communicating with providers, clients and brokers on a timely basis for any rejections or relevant concerns

Main Responsibilities

• End to end proactive management of Intermediaries/clients relationships within assigned portfolio of schemes.
• Ensure top notch customer experience is always provided to intermediaries/clients while working closely with other departments.
• Contribute to the growth of the portfolio (topline) to the set annual targets through retention, acquisition of new business and renewals.
• 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. Full compliance of Jubilee Insurance non solicitation policy and maintain high integrity level.
• 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.

Key Competencies

• Passionate, goal driven and results oriented
• Strong organizational and analytical skills
• Creative, and Continuous Innovation with pragmatic problem-solving skills
• Ownership, commitment, and team spirit
• Customer Focus and market awareness
• Ability to give attention to detail & multi-task
• Ability to work under pressure and with minimal supervision
• Ability to prioritize & deliver within set timelines
• Personal and professional ethics

Functional Skills

• Health Benefits Plan Management
• Customer excellence
• Strong IT Skills and database administration
• Presentation and public speaking skills
• CRM

Qualifications

• University Graduate in business related degree com/Finance/Business Administration/Insurance Option/Marketing, or economics)
• Proficient in the use of Microsoft office suite & packages (word, excel, PowerPoint and vision)
• Professional insurance qualifications - CII/COP (Gen and Medical Papers) an added advantage
• COP (Medical & Gen Paper)
• Knowledge of Actisure system - added advantage

Relevant Experience

• 2-3 years’ experience in the insurance industry preferably in client servicing.
• Experience in handling SME/Corporate clients/portfoliois a must.
• Sales experience with a high closing ratio and excellent report writing communication and interpersonal skills.