Insure Select Executive Relationship Manager (Talent Pool)

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.

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.

The role is accountable for providing world-class client service by integrating high-quality claims management with strategic relationship building.

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.

The role is accountable for providing world-class client service by integrating high-quality claims management with strategic relationship building.

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.

Matric (Essential)

Degree at NQF level 6 and higher with a minimum of 360 credits related to the financial services industry or FAIS full qualification (Essential)

RE5 certification (Advantageous) – must be completed within 12 months of employment date.

Class of Business certificate (COB) (Advantageous/Essential)

Continuous Professional Development (CPD) certificate (Advantageous/Essential)

Minimum of 5 years’ short term insurance portfolio management experience, including claims and/or client service experience (Essential)

Claims processing – motor and non-motor

Client and broker servicing

Portfolio and relationship management

Working with service providers and escalations

Matric (Essential)

Degree at NQF level 6 and higher with a minimum of 360 credits related to the financial services industry or FAIS full qualification (Essential)

RE5 certification (Advantageous) – must be completed within 12 months of employment date

Class of Business certificate (COB) (Advantageous/Essential)

Continuous Professional Development (CPD) certificate (Advantageous/Essential)

Minimum of 5 years’ short term insurance portfolio management experience, including claims and/or client service experience (Essential)

Claims processing – motor and non-motor

Client and broker servicing

Portfolio and relationship management

Working with service providers and escalations

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.

Manage end-to-end claims processes (motor and non-motor), ensuring accurate, efficient, and timely resolution of complex claims.

Provide intermediary services, including short-term insurance customer support and the processing of policy amendments and new additions as requested.

Professionally manage escalated queries, complaints, and service failures, demonstrating empathy and sound judgement.

Conduct detailed portfolio reviews to identify retention, upsell, and cross-sell opportunities.

Support new business placement by ensuring competitive, accurate, and timely quoting.

Collaborate with internal teams and external service providers to resolve issues and optimise service delivery.

Educate brokers and clients on systems, processes, and digital tools to promote effective self-service.

Participate in regular broker meetings, providing insights and strategic input to enhance service outcomes.

Demonstrate strong teamwork, effective self-management, and alignment with Discovery’s values and ways of working.

Ensure ongoing adherence to risk, governance, and compliance requirements.

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.

Manage end-to-end claims processes (motor and non-motor), ensuring accurate, efficient, and timely resolution of complex claims.

Provide intermediary services, including short-term insurance customer support and the processing of policy amendments and new additions as requested.

Professionally manage escalated queries, complaints, and service failures, demonstrating empathy and sound judgement.

Conduct detailed portfolio reviews to identify retention, upsell, and cross-sell opportunities.

Support new business placement by ensuring competitive, accurate, and timely quoting.

Collaborate with internal teams and external service providers to resolve issues and optimise service delivery.

Educate brokers and clients on systems, processes, and digital tools to promote effective self-service.

Participate in regular broker meetings, providing insights and strategic input to enhance service outcomes.

Demonstrate strong teamwork, effective self-management, and alignment with Discovery’s values and ways of working.

Ensure ongoing adherence to risk, governance, and compliance requirements.