Job Description

THE JOB AT A GLANCE
As a Customer Account Executive, you will be responsible for growing the number of lives within the Group Partnership Development division through effective customer engagement and the positioning of a value proposition to the targeted employers to move to RMA. You will be required to manage and resolve client queries and visit clients to assist with the submission of the Return on Earnings. You will also be responsible for improving customer experience by addressing customer pain points and contributing to high levels of customer satisfaction and loyalty.
WHAT WILL YOU DO?
Growing the Group Partnership Development Business Lives, Handling and Resolving Service-Related Queries:
Provide a value proposition to the employers to enable the transfer and move to RMA.
Understand the RMA products and promote RMA products and generate leads for Group Partnership Development.
Provide first line product, process and technical support to customers.
Identify up-selling and cross-selling opportunities through ongoing engagements with customers by explaining product benefits to potential customers
Follow up on leads and referrals as received from customer engagement
Ensure adherence to TCF principles and report any transgressions
Participate in ad hoc assignments as per role requirements
Liaising and Maintaining Good Relationships with all the Employers:
Follow up on customer by engaging with the relevant stakeholders to identify whether all issues have been resolved.
Set up continuous sessions with the client to build relationship but more importantly to ensure that RMA is providing the right service
Address Customer Service and Satisfaction Issues Promptly:
Conduct customer satisfaction surveys, identify and close any gaps identified
Address customer service and satisfaction issues promptly.
Conduct a root cause analysis of customer pain points/service failures by analysing trends and identifying areas of improvement.
Ensure customers always receive professional communication regardless of the channel used
Identify areas of improvement on the system to ensure timeous communication with customers
Conduct customer satisfaction surveys, capture information received from surveys and share relevant feedback with sales for action
Assist in projects aimed at transforming customer experience
Ensure customer contact details are updated on the system
Identify Training Requirements and Organise with the Stakeholder Training Officers:
Providing first line product, process and technical support to customers:
Provide a service to clients, including support on the Return of Earnings, manage and report on the RMA processes including Renewal process, claims process, to ensure customer service and satisfaction, productivity and cost control in comparison with set targets.
Act as an intermediary by coordinating various RMA service teams, including training, claims and any other related services for the benefit of the employers/members.
Manage the office honestly, follow high ethical standards, and comply with all company policies and procedures.
Ensure timely submission of various periodical reports, highlights of the previous month's reports.
Communicate effectively with other departments and management, by sharing information on effective practices, competitive intelligence, business opportunities and needs
WHAT WILL YOU BRING TO THE TABLE?
NQF Level 6: Diploma in Insurance or a related field
Long-Term Insurance or Medical Insurance experience
3-5 years' experience in insurance sales, service, claims environment. insurance environment would be preferable
Experience in selling and growing business, sales and generation of leads
Experience in managing customer relationships
Experience in handling customer complaints
Experience administering customer and service satisfaction surveys
Sound knowledge of COID and Life Insurance Products
Knowledge of insurance value chain
Knowledge of industry regulations, e.g. POPI, COIDA, TCF, etc.
Good understanding of the customer experience value chain
Computer Literate: Particularly experience using excel spreadsheets
Good presentation skills and ability to interact with middle and senior management
Data interpretation and report writing
Must be able to travel for business related matters.
Customer service attitude
Strong selling abilities
Multilingual

Skills Required