Facilities Account Manager at 1 Life Insurance

JOB PURPOSE

• The Facilities Account Manager maintains, develops and manages the relationships with both new and existing partners, including but not limited to company management, organised labour and will also be responsible to negotiate policy payment via salary deductions of employees within those companies.

RESPONSIBILITIES

• Partner Relationships Management Manage ongoing relationships with identified partner verticals to ensure their needs are met. Leverage all available information from partners, the industry, and internally to ensure we are constantly reviewing departmental processes, systems, and protocols to improve efficiencies. Ensure that all partner’s products are updated, quoted correctly and queries are addressed and resolved timeously. Ensure continuous quality assurance in terms of product offering and partner service delivery through partner product testing on all relevant platforms. Ensure continuous communication with partners relating to outstanding items; go live dates, and dates of items to be removed. Manage and resolve all IT and system related queries with IT department & external partner IT department. Follow up internally on all outstanding items on the "to-do" list with the account administrator. Prioritize and manage product development tasks to ensure delivery and alignment.

Account Management

• Develop and Maintain current partner relationships. Ensure that regular meetings are set with partners to provide information on performance and assist with general partner services. Ensure effective partner service delivery and satisfaction is achieved through investigation, feedback and resolution. Create reporting and ensure the accuracy of all partner related reports before presenting these to the relevant partners. Negotiate fee structure with partners as and when necessary.

Opportunity Creation

• Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organisation, its products, and its services. Research the feasibility of new potential partners to enhance the current business offering. Continuously approach and obtain new potential partners to increase business revenue. Ensure that the right products are added to the portfolio to reach business planned targets by mining existing partnerships and onboarding new partners.

Compliance

• Oversee legal agreements (Draft together with legal division.) Implement systems and procedures in line with best practice and ensure that these are clearly communicated, understood, and implemented with all relevant partners.

Solutions Analysis

• Analyse specific problems and issues to find the best solutions. Solutions could be technical or professional in nature. Analyse current performance inhibitors and find solutions to ensure business continuity. Provide themes, summary analyses, and recommendations for changes based on partner input.

Partner Service

• Play a key role in helping to achieve targets in areas such as revenue, marketing activities and conversion rates. Provide a quality service to partners while identifying opportunities to secure new partnerships or support retention of the partner. Responsibilities may include dealing with complex queries and investigating and resolving partner problems. Ensure that business objectives and personal delivery aligns to and meets the TSW principles.

Personal Capability

• Building Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Attend training interventions and apply training, initiative, and process changes. Take career development and performance management seriously. Look for ways to improve competence/results. Setting of own goals and working towards them. Continuous and constant improvement.

Project Management

• Develop and implement an established project management plan to achieve specific goals. Manage and drive all partner related projects to ensure all products adhere to business requirements.

Business Development

• Monitor and assess industry and market data and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.

Partner Relationships Development

• Develop and implement a relationship management plan for partner accounts to identify and build relationships with relevant decision makers and influencers within the partner organization and to enable effective two-way flow of information and resolution of issues.

Financial Management & Control

• Track progress against budgets within established finance systems and report variances to more senior colleagues. Oversee the partner financials in terms of invoicing, statements and payments. Ensure resolution of all financial related queries. Meet revenue targets.

BEHAVIORAL COMPETENCIES

Partner focus

• Builds strong customer relationships and delivers customer-centric solutions. For example, solicits customer feedback and data; conveys a clear understanding of the level of service the team is providing; takes action when standards are not met by team; aligns business process with customer needs.

Builds Networks

• Effectively builds formal and informal relationship networks inside and outside the organization. For example, engages with a wide network, across many functions, disciplines, and business units, to add value to organizational efforts. Leverages a wide network to provide insight and influence outcomes.

Communicates Effectively

• Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, tailors communication content and style to the needs of others. Pays attention to others' input and perspectives, asks questions, and summarizes to confirm understanding.

Business Insight

• Applies knowledge of business and the marketplace to advance the organization's goals. For example, clearly understands how own activities relate to critical business drivers. Monitors business news and market changes for impact on the business or on own expertise area; uses this to shape decisions.

SKILLS

Partner Management

• Uses comprehensive knowledge and skills to act independently while guiding and training others on managing partner accounts in a way that provides benefits both for the organisation and its partners.

Negotiation

• Uses comprehensive knowledge and skills to negotiate independently while providing guidance and training to others on how to help the organisation by obtaining consensus between two or more internal or external parties who may have different interests.

Verbal Communication

• Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.

Commercial Acumen

• Acts independently to apply comprehensive understanding of the business environment and objectives developing solutions while providing guidance and training to others.

Sales Planning and Coordination

• Works without supervision and provides technical guidance when required on achieving the best possible returns by planning and coordinating initiatives.

Job Requirements
EDUCATION

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential)
• A relevant 3 year Business related degree / diploma (Advantageous)

EXPERIENCE

General Experience

• 3 – 5 years account / brand / partner management experience (Essential)
• Relevant experience within the Financial Services Industry and Marketing environment (Advantageous)