Website PSG Konsult Ltd
PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offi… read moreces throughout South Africa, and two offices in Windhoek. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients' financial wellbeing.
Job Description: Account Executive – Healthcare
This job description outlines the responsibilities, requirements, and expectations for both new and existing staff in the role of Account Executive: Healthcare. The role is focused on the strategic consulting, servicing, and day-to-day management of healthcare clients under the guidance of the Head of Healthcare.
Job Overview
The Account Executive: Healthcare is primarily responsible for a portfolio of clients, providing strategic healthcare consulting, leading service delivery, and managing projects. The role includes direct interaction with clients, management of internal support teams, and strategic relationship building with healthcare providers and employer groups.
Responsibilities
Strategic Management of Clients
Implement and manage healthcare strategies and projects within employer groups.
Provide overall management of all corporate clients, including regular engagements.
Propose strategies to mitigate risks, improve efficiencies, and leverage opportunities.
Mentor and manage member and admin consultants, including providing training.
Manage data, communication, and engagement with at least two healthcare providers on behalf of the team.
Conduct detailed analysis of client benefits and make provider recommendations.
Compile and present reports that demonstrate value delivery.
Identify and pursue new business and cross-selling opportunities under the Head of Healthcare.
Facilitate relationships between clients and healthcare providers.
Support the Healthcare team with client-specific strategies and communications.
Back up member and admin consultants when required.
Present member renewals and conduct one-on-one sessions as needed.
Provide face-to-face support for member/HR/Payroll queries.
Present client inductions and support onboarding activities.
Assist with onboarding of employees onto healthcare plans, including plan advice.
Respond to escalated and complex client enquiries in a timely manner.
Client Relationship Management
Liaise with insurers, healthcare providers, and third-party service providers to resolve issues.
Build and manage relationships with HR and Payroll teams.
Conduct training with HR on internal processes and procedures.
Assist HR with queries related to billing and medical scheme benefits.
Compliance
Maintain and update client records in compliance with regulatory standards.
Ensure “fit and proper” status and timely completion of CPD requirements.
Use approved ROAs and send to clients in line with compliance regulations.
Maintain a sound understanding of the Medical Schemes Act and related legislation.
Attend internal training to ensure up-to-date product and compliance knowledge.
Ensure the admin system is used for recording all client interactions.
Promote and explain complimentary products such as gap cover.
Reporting and Data Management
Maintain accurate and compliant client records.
Keep a secure and organised database of client data, adhering to confidentiality.
Alert Senior Management of any client risks.
Minimum Requirements
Grade 12
NQF5 qualification and RE5 (post-graduate diploma or BCom is advantageous).
5–10 years of relevant healthcare experience in financial services.
Proficiency in English and at least one other official South African language.
Computer literacy (MS Office)
Valid driver’s license and own vehicle.
Closing date: 01-May-2026
go to method of application »
Apply via company website ( N / A ) or
myfocus.psg.co.za