Role Purpose\u00a0\u00a0 \u00a0<\/p>\n
\tTo maintain client portfolios by fostering relationships with clients and brokers, whilst overseeing medical schemes administration, compliance and resolving queries.\u00a0<\/p>\n
Requirements\u00a0\u00a0 \u00a0<\/p>\n
\tMatric (grade 12) certificate
\n\tDiploma in Marketing\/ Business Management and or equivalent relevant qualification
\n\tFinancial Advisory and Intermediary Services (FAIS) \/ Regulatory Exam (RE) accreditation
\n\tWealth Management certificate
\n\tRegulatory Exam (RE) 5
\n\tVaild Code 8 Drivers Licence \u00a0(Own Car)
\n\t3 – 5 years demonstrated track record as an Account Executive or in comparable sales\/customer service roles
\n\tDemonstrated experience in corporate and broker relations
\n\tExperience overseeing multiple accounts and capitalising on new business opportunities
\n\tExperience in analysing client requirements and preferences
\n\tExperience in the Heath Industry (Essential)
\n\tExperience in Presenting at different stakeholder levels \u00a0(Member \u2013 CEO level)<\/p>\n
Duties & Responsibilities\u00a0\u00a0 \u00a0<\/p>\n
INTERNAL PROCESS<\/p>\n
\tTo optimise efficiency and client satisfaction, diligently adhere to scheduled appointments, record them accurately, and promptly arrange alternatives while maintaining effective communication with the designated manager and brokerage, fostering a professional image and contributing to the organisation’s success and growth.
\n\tTake a proactive approach in identifying lucrative business opportunities, potential weaknesses, and the competitive landscape within the market, effectively sharing leads with the appropriate stakeholders for further management and strategic action, contributing to the organisation’s sustained growth and competitive advantage.
\n\tDeliver a comprehensive service to the broker network, seamlessly covering existing and new business initiatives along with related activities, while strictly adhering to the Service Level Agreement per client, ensuring exceptional client satisfaction and fostering long-term partnerships for sustained business growth.
\n\tAssume responsibility for promoting all service-related initiatives introduced by the organisation to clients and brokers, actively engaging with stakeholders to increase awareness and participation, thereby enhancing the organisation’s value proposition and bolstering its brand reputation.
\n\tEnsure an ample supply of necessary stationery for the administration process at pay points, ensuring seamless operations and efficient handling of tasks to support the overall effectiveness and productivity of the organisation.
\n\tExhibit office-bound responsiveness by promptly attending to queries, addressing emails, providing timely feedback to members, and efficiently managing administrative duties when no appointments are scheduled, ensuring smooth operations and exceptional customer service delivery.
\n\tIdentify and pursue upselling and cross-selling opportunities within existing client accounts to increase revenue.
\n\tEnsure strict adherence to the prescribed workflow process when submitting queries to internal consultants for investigation, promoting efficient communication and problem-solving to expedite resolutions and enhance overall workflow effectiveness.<\/p>\n
CLIENT<\/p>\n
\tActively participate in all relevant meetings, including AGM and scheme-related service meetings, contributing to effective communication and collaboration, and staying informed about key developments and initiatives within the organisation.
\n\tEfficiently arrange and schedule service meetings with clients, ensuring seamless coordination and engagements.
\n\tProduce regular reports to clients, taking the lead in initiating, generating, and facilitating reports and providing valuable insights to support informed decision-making and strengthen client relationships.
\n\tCultivate and nurture strong client relationships by proactively fostering open and collaborative communication, leading to enhanced client loyalty and sustained business partnerships.
\n\tOrganise informative presentation sessions and member education sessions at all pay points, conducted at least once a year, to promote member awareness and understanding of benefit designs and managed care products.\u00a0<\/p>\n
PEOPLE<\/p>\n
\tPromoting accurate and reliable data for informed decision-making and smooth operational processes.
\n\tOrganise and schedule workshops for members in collaboration with relevant stakeholders, ensuring a comprehensive understanding of admin procedures and company product offerings.
\n\tProactively communication with relevant stakeholder to provide industry information, support, and assistance in addressing changes and \u00a0operational requirements.
\n\tParticipate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
\n\tDevelop and maintain productive and collaborative working relationships with peers and stakeholders.
\n\tPositively influence and participate in change initiatives.
\n\tContinuously develop own expertise in terms of professional, industry and legislation knowledge.<\/p>\n
FINANCE<\/p>\n
\tAdhere to the allocated budget for client entertainment, travel, and other financial aspects, ensuring responsible financial management.
\n\tIdentify solutions to enhance cost effectiveness and increase operational efficiency.
\n\tManage financial and other company resources under your control with due respect.
\n\tProvide input into the risk identification processes and communicate recommendations in the appropriate forum.\u00a0<\/p>\n
Competencies\u00a0\u00a0 \u00a0<\/p>\n
\tProviding Insights
\n\tArticulating Information
\n\tMeeting Timescales
\n\tInteracting with People
\n\tShowing Composure
\n\tSeizing Opportunities
\n\tConvincing People
\n\tThinking Positively
\n\tTeam Player<\/p>\n
Closing Date\u00a0\u00a0 \u00a0<\/p>\n
\t2026\/04\/28<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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