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Insure Select Executive Relationship Manager (Talent Pool) (Sandton - 1 Discovery Place, Gauteng, ZA) @ Discovery

Sandton - 1 Discovery Place, Gauteng, ZAOnsiteFull-time
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<h1 style="margin:12.0pt 0.0in 6.0pt;font-size:20.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d;font-weight:normal"><strong><span style="font-size:18.0pt">Discovery Insure</span></strong></h1> <h1 style="margin:12.0pt 0.0in 6.0pt;font-size:20.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d;font-weight:normal"><strong><span style="font-size:16.0pt">Insure Select Executive Relationship Manager </span></strong></h1> <p style="margin:0.0in;font-size:12.0pt;font-family:Calibri, sans-serif;color:black"> </p> <p style="margin:0.0in;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><strong><span style="font-size:12.0pt">About Discovery </span></strong></p> <p style="margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;line-height:120%;color:#6d6e71"><span style="color:#6d6e71">Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating to not only achieve financial success, but to ignite positive and meaningful change within our society.</span></p> <p style="margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;line-height:120%;color:#6d6e71"> </p> <p style="margin:0.0in;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><strong><span style="font-size:12.0pt">About Discovery Insure</span></strong></p> <p style="line-height:115%;margin:0.0in;font-size:12.0pt;font-family:Calibri, sans-serif;color:black"><span style="font-size:10.0pt;line-height:115%;font-family:'Open Sans', sans-serif;color:#6d6e71">Discovery Insure is committed to creating a nation of great drivers and building better businesses through our innovative Shared-value Insurance model. Discovery Insure is South Africa’s fastest growing short-term insurance company with comprehensive products that provide protection against current and emerging risks facing clients in the motor, home, and business insurance sectors. Vitality Drive, an internationally recognised and award-winning programme, is a key differentiator in the market that incentivises and rewards clients for driving well. The Vitality Drive programme has been scaled to local and international markets which now include Europe and the Middle East.</span></p> <p style="line-height:115%;margin:0.0in;font-size:12.0pt;font-family:Calibri, sans-serif;color:black"><span style="font-size:10.0pt;line-height:115%;font-family:'Open Sans', sans-serif;color:#6d6e71">The company employs over 1 000 people who are committed to putting our customers and financial advisers first by providing unique and innovative solutions and cover.</span></p> <p style="line-height:115%;margin:0.0in;font-size:12.0pt;font-family:Calibri, sans-serif;color:black"> </p> <p style="line-height:115%;margin:0.0in;font-size:12.0pt;font-family:Calibri, sans-serif;color:black"> </p> <p style="margin:0.0in;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><strong><span style="font-size:12.0pt">Key Purpose</span></strong><strong><span style="font-size:12.0pt"> </span></strong></p> <p style="margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;line-height:120%;color:#6d6e71"><span style="color:#6d6e71">The role is accountable for providing world-class client service by integrating high-quality claims management with strategic relationship building. </span></p> <p style="margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;line-height:120%;color:#6d6e71"><span style="color:#6d6e71">The successful candidate will manage a portfolio of high-net-worth clients and broker portfolios, including the end-to-end handling of complex claims. This position requires a proactive, solution-driven professional with the ability to manage escalations effectively, strengthen client retention, and support ongoing business growth.</span></p> <p style="margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;line-height:120%;color:#6d6e71"> </p> <p style="text-align:justify;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;line-height:120%;color:#6d6e71"> </p> <p style="margin:0.0in;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><strong><span style="font-size:12.0pt">Areas of responsibility may include but not limited to</span></strong></p> <p style="margin:0.0in;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif"><strong><em><span style="font-size:9.0pt;font-family:'Open Sans', sans-serif;color:#004b8d">Responsibilities (including but not limited to)</span></em></strong></p> <p style="margin:0.0in;background-color:white;font-size:12.0pt;font-family:'Times New Roman', serif"><strong><span style="font-size:9.0pt;font-family:'Open Sans', sans-serif;color:#004b8d"> </span></strong></p> <ul style="margin-bottom:0.0in;margin-top:0.0px"> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">Act as the primary point of contact for either a portfolio of Platinum and VIP brokers and clients or Purple clients, ensuring a consistently world-class of service. </span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">Manage end-to-end claims processes (motor and non-motor), ensuring accurate, efficient, and timely resolution of complex claims. </span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">Provide intermediary services, including short-term insurance customer support and the processing of policy amendments and new additions as requested. </span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">Professionally manage escalated queries, complaints, and service failures, demonstrating empathy and sound judgement. </span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">Conduct detailed portfolio reviews to identify retention, upsell, and cross-sell opportunities. </span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">Support new business placement by ensuring competitive, accurate, and timely quoting. </span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">Collaborate with internal teams and external service providers to resolve issues and optimise service delivery. </span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">Educate brokers and clients on systems, processes, and digital tools to promote effective self-service. </span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">Participate in regular broker meetings, providing insights and strategic input to enhance service outcomes. </span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">Demonstrate strong teamwork, effective self-management, and alignment with Discovery’s values and ways of working. </span></li> <li style="margin:0.0in 0.0in 10.0pt 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">Ensure ongoing adherence to risk, governance, and compliance requirements.</span></li> </ul> <p style="line-height:normal;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <h2 style="margin:12.0pt 0.0in 6.0pt;font-size:12.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71;font-weight:normal"><strong><span style="font-family:'Open Sans Light', sans-serif;color:#004b8d">Skills required and demonstration thereof</span></strong></h2> <ul style="margin-bottom:0.0in;margin-top:0.0px"> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">A strong sense of ownership and accountability for tasks and outcomes. Proactively takes responsibility when challenges arise, works independently to resolve issues, and remains focused on achieving positive results through personal initiative and follow-through.</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">Resilience and composure when faced with obstacles or setbacks that impede goal achievement. Effectively manages frustration by identifying sources of interference, maintaining a constructive mindset, and taking positive, solution-oriented actions to achieve successful outcomes.</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">A strong ability to engage with challenges on conceptual, interpersonal, and practical levels. Effectively analyses problems, considers multiple perspectives, and applies appropriate solutions to successfully resolve complex issues and achieve desired outcomes.</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">The ability to manage situations involving opposing interests in a constructive and professional manner. Effectively addresses conflict by facilitating open dialogue, maintaining respect for all parties, and working towards mutually acceptable solutions with minimal negative impact.</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">Consistent willingness to support and assist others, acting with empathy and professionalism without expectation of personal gain. Actively contributes to individual and team success by offering help, sharing knowledge, and prioritising collective outcomes.</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">The ability to apply conceptual thinking effectively in the execution of the role. Utilises analytical and abstract reasoning to understand complex information, identify patterns, and translate concepts into practical actions and sound decision-making.</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">A strong level of effectiveness in executing job responsibilities. Consistently completes tasks accurately and within agreed timeframes, prioritises work efficiently, and utilises resources optimally to achieve high-quality outcomes.</span></li> <li style="margin:0.0in 0.0in 10.0pt 0.0px;line-height:115%;font-size:11.0pt;font-family:'Open Sans', sans-serif"><span style="font-size:10.0pt;line-height:115%;color:#6d6e71">A positive, engaged, and respectful attitude, characterised by kindness and emotional maturity. Maintains calm and professionalism under pressure, and when required, adopts an assertive and actively involved approach to overcome challenges and drive constructive outcomes.</span></li> </ul> <p style="margin:0.0in;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><strong><span style="font-size:12.0pt">Education and Experience</span></strong><strong><span style="font-size:12.0pt"> </span></strong></p> <ul style="margin-bottom:0.0in;margin-top:0.0px"> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><span style="font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71">Matric (Essential)</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><span style="font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71">Degree at NQF level 6 and higher with a minimum of 360 credits related to the financial services industry or FAIS full qualification (Essential)</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><span style="font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71">RE5 certification (Advantageous) –<span style="color:black"> <span style="background-color:white"><strong>must be completed within 12 months of employment date.</strong></span></span></span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><span style="font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71">Class of Business certificate (COB) (Advantageous/Essential)</span></li> </ul> <ul style="margin-bottom:0.0in;margin-top:0.0px"> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><span style="font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71">Continuous Professional Development (CPD) certificate (Advantageous/Essential)</span></li> <li style="margin:0.0in 0.0in 0.0in 0.0px;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><span style="font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71">Minimum of 5 years’ short term insurance portfolio management experience, including claims and/or client service experience (Essential)</span></li> </ul> <ul style="margin-bottom:0.0in;margin-top:0.0px"> <li style="margin:0.0in 0.0in 0.0in 24.0px;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><span style="font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71">Claims processing – motor and non-motor</span></li> <li style="margin:0.0in 0.0in 0.0in 24.0px;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><span style="font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71">Client and broker servicing</span></li> <li style="margin:0.0in 0.0in 0.0in 24.0px;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><span style="font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71">Portfolio and relationship management</span></li> <li style="margin:0.0in 0.0in 0.0in 24.0px;font-size:24.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d"><span style="font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71">Working with service providers and escalations</span></li> </ul><p><span style="color:#033da0;font-size:18.0pt"><strong>Key Purpose</strong></span></p> <p><strong> </strong></p> <p>The role is accountable for providing world-class client service by integrating high-quality claims management with strategic relationship building.</p> <p>The successful candidate will manage a portfolio of high-net-worth clients and broker portfolios, including the end-to-end handling of complex claims. This position requires a proactive, solution-driven professional with the ability to manage escalations effectively, strengthen client retention, and support ongoing business growth.</p> <p> </p> <p> </p> <p> </p> <p><span style="color:#033da0;font-size:18.0pt"><strong>Areas of responsibility may include but not limited to</strong></span></p> <p><span style="color:#033da0;font-size:18.0pt"><strong><em>Responsibilities (including but not limited to)</em></strong></span></p> <p><strong> </strong></p> <ul> <li>Act as the primary point of contact for either a portfolio of Platinum and VIP brokers and clients or Purple clients, ensuring a consistently world-class of service.</li> <li>Manage end-to-end claims processes (motor and non-motor), ensuring accurate, efficient, and timely resolution of complex claims.</li> <li>Provide intermediary services, including short-term insurance customer support and the processing of policy amendments and new additions as requested.</li> <li>Professionally manage escalated queries, complaints, and service failures, demonstrating empathy and sound judgement.</li> <li>Conduct detailed portfolio reviews to identify retention, upsell, and cross-sell opportunities.</li> <li>Support new business placement by ensuring competitive, accurate, and timely quoting.</li> <li>Collaborate with internal teams and external service providers to resolve issues and optimise service delivery.</li> <li>Educate brokers and clients on systems, processes, and digital tools to promote effective self-service.</li> <li>Participate in regular broker meetings, providing insights and strategic input to enhance service outcomes.</li> <li>Demonstrate strong teamwork, effective self-management, and alignment with Discovery’s values and ways of working.</li> <li>Ensure ongoing adherence to risk, governance, and compliance requirements.</li> </ul> <p> </p> <h2> </h2> <h2><span style="color:#033da0;font-size:18.0pt"><strong>Skills required and demonstration thereof</strong></span></h2> <p> </p> <ul> <li>A strong sense of ownership and accountability for tasks and outcomes. Proactively takes responsibility when challenges arise, works independently to resolve issues, and remains focused on achieving positive results through personal initiative and follow-through.</li> <li>Resilience and composure when faced with obstacles or setbacks that impede goal achievement. Effectively manages frustration by identifying sources of interference, maintaining a constructive mindset, and taking positive, solution-oriented actions to achieve successful outcomes.</li> <li>A strong ability to engage with challenges on conceptual, interpersonal, and practical levels. Effectively analyses problems, considers multiple perspectives, and applies appropriate solutions to successfully resolve complex issues and achieve desired outcomes.</li> <li>The ability to manage situations involving opposing interests in a constructive and professional manner. Effectively addresses conflict by facilitating open dialogue, maintaining respect for all parties, and working towards mutually acceptable solutions with minimal negative impact.</li> <li>Consistent willingness to support and assist others, acting with empathy and professionalism without expectation of personal gain. Actively contributes to individual and team success by offering help, sharing knowledge, and prioritising collective outcomes.</li> <li>The ability to apply conceptual thinking effectively in the execution of the role. Utilises analytical and abstract reasoning to understand complex information, identify patterns, and translate concepts into practical actions and sound decision-making.</li> <li>A strong level of effectiveness in executing job responsibilities. Consistently completes tasks accurately and within agreed timeframes, prioritises work efficiently, and utilises resources optimally to achieve high-quality outcomes.</li> <li>A positive, engaged, and respectful attitude, characterised by kindness and emotional maturity. Maintains calm and professionalism under pressure, and when required, adopts an assertive and actively involved approach to overcome challenges and drive constructive outcomes.</li> </ul> <p> </p> <p> </p> <p><span style="color:#033da0;font-size:18.0pt"><strong>Education and Experience</strong></span></p> <p><span style="font-size:18.0pt;color:#033da0"><strong> </strong></span></p> <ul> <li>Matric (Essential)</li> <li>Degree at NQF level 6 and higher with a minimum of 360 credits related to the financial services industry or FAIS full qualification (Essential)</li> <li>RE5 certification (Advantageous) – <strong>must be completed within 12 months of employment date</strong></li> <li>Class of Business certificate (COB) (Advantageous/Essential)</li> </ul> <ul> <li>Continuous Professional Development (CPD) certificate (Advantageous/Essential)</li> <li>Minimum of 5 years’ short term insurance portfolio management experience, including claims and/or client service experience (Essential)</li> </ul> <ul> <li>Claims processing – motor and non-motor</li> <li>Client and broker servicing</li> <li>Portfolio and relationship management</li> <li>Working with service providers and escalations</li> </ul><p>EMPLOYMENT EQUITY <br> <br> The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.</p>

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