Relationship Executive - Life Business

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

The Relationship Executive supports the implementation of the corporate client retention strategy by managing day-to-day interactions with assigned schemes, intermediaries, and HR contacts. The role ensures delivery of superior client experience through proactive engagement, issue resolution, and timely communication.

1. KEY TASKS AND RESPONSIBILITIES

• Support execution of the client engagement plan by managing routine scheme interactions, addressing client needs, and ensuring service expectations are met
• Coordinate with internal stakeholders (claims, underwriting, servicing) to ensure timely and accurate resolution of scheme-specific queries or escalations
• Assist in preparing client performance reviews, renewal packs, and post-meeting documentation for use during client engagements and negotiations
• Utilise CRM, policy administration and digital engagement platforms to support retention initiatives
• Participate in scheme onboarding and handover to ensure service continuity and early relationship strengthening
• Assist in monitoring scheme experience and support client outreach where scheme performance indicates potential retention risks
• Support the organization of retention events and initiatives, including wellness days, scheme education, and training forums
• Ensure all client interactions adhere to internal compliance protocols, Anti-Money Laundering (AML) guidelines, the Data Protection Act (DPA)
• Maintain client confidentiality and escalate any compliance risks or data privacy concerns encountered during client engagements
• Promote digital self-service solutions to improve customer convenience
• Provide insights on customer behaviour and emerging retention risks
• Escalate data quality gaps that may affect customer engagement, policy servicing or regulatory compliance

2. SKILLS AND COMPETENCIES

• Strong relationship management and interpersonal skills
• Excellent communication (verbal and written) and client presentation abilities
• Analytical thinking and attention to detail
• Proactive, solution-oriented, and client-centric approach
• High integrity and professionalism in handling confidential information
• Ability to coordinate across departments and follow through on client requests

3. KNOWLEDGE & EXPERIENCE

• Minimum 2–4 years of experience in client relationship management, corporate servicing, or insurance operations
• Experience working with group insurance products or employee benefit solutions preferred

4. QUALIFICATIONS

• Bachelor’s degree in Commerce (BCOM), Marketing, or a business-related field
• Professional insurance qualification (e.g., AIIK, ACII, LOMA)

5. ANTI-MONEY LAUNDERING (AML) EXPECTATION

The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

 

Skills

Action Planning, Analytical Thinking, Budget Management, Computer Literacy, Data Compilation, Data Controls, Data Interpretations, Data Management, Desktop Publishing (DTP), Evaluating Information, Numerical Aptitude, Oral Communications, Presenting Solutions, Report Review

Competencies

Action Oriented

Collaborates

Communicates Effectively

Ensures Accountability

Financial Acumen

Instills Trust

Optimizes Work Processes

Plans and Aligns

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Closing Date

27 August 2026 , 23:59

The Old Mutual Story!