Relationship Executive - Life Business

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.

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

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

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

QUALIFICATIONS

Bachelor’s degree in Commerce (BCOM), Marketing, or a business-related field

Professional insurance qualification (e.g., AIIK, ACII, LOMA)