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  • Posted: Jun 2, 2021
    Deadline: Not specified
  • Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.

    Read more about this company


    Relationship Manager: East Coast-5

    Job Description

    • Manage the broker / intermediary relationship to meet growth and profitability targets across multiple products and solutions for a portfolio of clients. Support the delivery and execution of an excellent individual and / or corporate client experience.Build and maintain relationships with Brokers / Intermediaries 
    •  Identify innovative methods to maximise broker / intermediary solution sales opportunities within the client portfolio.
    •  Manage the broker / intermediary solutions embedded with a client and ensure that optimum business flows from the solution.
    •  Continuously identify new broker / intermediary solution opportunities within the client's environment.
    •  Identify new potential intermediaries & opportunities for block business & book take overs.
    •  Prepare for broker / intermediary visits on new business by reviewing large quotations, number of business quotes and conversion ratio data to guide conversations / provide status updates.
    •  Provide input into the broker / intermediaries' business by sharing analysis and providing recommendations how to grow the book by concentrating on the brokers / intermediaries' strengths in their preferred segments.
    •  Prepare SWOT analysis on current broker / intermediary portfolio to understand what drives their business.
    •  Select and apply the optimal strategy and business plan to enable the broker / intermediary to drive growth and profitability on an annual basis.
    •  Provide analysis at portfolio meetings of the broker / intermediaries performance including explanations and action plans to improve growth and profitability of underperforming portfolios.
    •  Identify cross & up selling opportunities across all products.
    •  When portfolio is consistently running at a loss, action must be taken in conjunction with the underwriting team and intermediary.
    •  Manage the implementation of operating procedures as well as monitor the quality, service standards and operational processes related to the applicable product or solution.
    •  Collaborate with broker / intermediaries to facilitate multi-product training interventions to create awareness regarding the processes and operational aspects of the different products.
    •  Make recommendations to improve client service and fair treatment of clients within area of responsibility.

    Closing Date

    • 18 June 2021

    Method of Application

    Interested and qualified? Go to Old Mutual on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

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