Account Executive MMH261103-6

Role Purpose

• Build, strengthen and maintain relationships with key stakeholders and act as key contact to stakeholders regarding queries, products and services.

Requirements

• Matric (grade 12) certificate
• Diploma in Marketing/ Business Management/ Health Management and or equivalent relevant qualification
• Financial Advisory and Intermediary Services (FAIS) / Regulatory Exam (RE) accreditation
• Wealth Management certificate
• Regulatory Exam (RE) 5
• Vaild Drivers Licence (Own Car)
• At least 5 years of experience in Employee Benefits, Medical Schemes, Health care consulting, Insurance, Financial Services, Corporate Client Relationship Management.
• Proven experience managing a portfolio of corporate or employer group clients.
• Experience engaging with senior stakeholders and decision-makers.
• Demonstrated success in client retention, relationship management, and portfolio growth.

Advantageous

• Experience within a healthcare consultancy, broker environment, medical scheme, or employee benefits organisation.
• Experience presenting to executive committees, trustee boards, and senior leadership forums.
• Experience analysing healthcare utilisation and claims information to provide strategic client recommendations.

Duties and Responsibilities

INTERNAL PROCESS

• Manage and grow a portfolio of employer group clients, ensuring high levels of client satisfaction, retention, and sustainable business growth.
• Build and maintain strong relationships with key stakeholders, including employers, brokers, consultants, HR teams, and senior decision makers.
• Serve as the primary point of contact for clients, providing strategic advice, resolving issues, and ensuring an exceptional client experience.
• Develop and execute account plans that align client needs with organisational objectives and support the achievement of business targets.
• Conduct regular client engagements, account reviews, and governance meetings to assess performance, address concerns, and identify opportunities for improvement.
• Analyse client, membership, utilisation, and healthcare data to provide insights, recommendations, and value-added solutions.
• Identify and pursue opportunities to expand existing relationships, increase product uptake, and enhance the value delivered to clients.
• Lead presentations, benefit reviews, and educational initiatives that promote informed decision-making and member engagement.
• Collaborate with internal stakeholders to ensure efficient service delivery, successful implementation of solutions, and timely resolution of client needs.
• Monitor client risks, emerging trends, and market developments, implementing proactive strategies to protect and strengthen client relationships.
• Ensure compliance with regulatory, governance, and organisational requirements while maintaining accurate client records and reporting.

CLIENT

• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall client targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

PEOPLE

• Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
• Positively influence and manage change and offer specialist support where required.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
• Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
• Take ownership for driving career development.

FINANCE

• Contribute to the financial planning process within area.
• Identify opportunities to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

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