Key Account Manager at Discovery Limited

Key Purpose

• To build solid relationships with DFC (tied agency distribution force) and DCS (independent advisors) Franchises and their Consultants and Brokers. To provide these entities with support including product, industry knowledge and technical training. To further assist with servicing, marketing tactics and training in order to drive new business. To also assist with portfolio analysis in an attempt to ensure portfolio growth and to report on potential portfolio risks to relevant parties.

Areas of responsibility but not limited to:

Provide full technical and training support on:

• Product
• Processes
• Insure Operating Platforms
• Technical system queries
• Provide assistance with escalated enquiries
• Assume accountability for first time resolution of escalated queries across administration, claims and new business platforms
• Assist with the reporting on all areas of the business
• Discuss loss ratios, lapse ratios, claims, service and administration and product matters in regular meetings with Franchise Directors, Business Executives and other related parties
• Escalate any trends in the business that may impact sales to the Distribution Head and other relevant business heads
• Set up a reoccurring visitation calendar and visit client offices, Business Consultants and brokers in line with the visitation calendar
• Driving and attaining production targets

Knowledge and Skills

• DI Product knowledge
• Processes
• Operating Platforms
• Short-term Insurance Industry
• Technology relevant to Insure
• Microsoft office

Personal Attributes

• Ability to pay attention to detail but also see the bigger picture
• Lead and build a team culture of excellence
• Good time management and organisational skills
• Ability to work effectively under pressure.
• Improvement mindset
• Manage complexity.
• Manage change.
• Ability to delegate
• Dependability
• Business acumen and insights

Minimum Requirements

Education:

• Matric or equivalent (Essential)
• Short term FAIS accreditation (Essential)
• Regulatory Exams (Essential)
• Valid South African Driver's License (Essential)
• Related tertiary qualification (Advantageous)

Experience:

• Minimum 5 years working experience within the Personal Lines short-term industry.
• KAM Academy course (Advantageous)