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Account Executive

Vacancy Details

Reference No.



Our client helps people grow their savings, protect what matters to them and invest for the future. They help companies and organisations care for and reward their employees and members. Through their own network of advisers or via independent brokers and utilising new platforms the organisation provides practical financial solutions for people, communities and businesses


  • To maintain client portfolio's through relationships and business retention and marketing medical scheme products to new employer groups

  • Front-line external consultation between groups, brokers and the organisations Health Schemes

  • Liaise with Human Resources Executives, Payroll personnel and senior executives and their executives

  • Ensuring the companies are updated in terms of Medical Schemes Act, Scheme rules and related legislation

  • Ongoing Member education to groups on all organisations Health administered funds

  • Assisting online companies with data input and the Web usage

  • Presentation of schemes to companies

  • Training of staff in companies

  • Responsible for problem solving at all levels

  • Written and verbal communication at both executive and member level

  • One-on-one problem solving sessions on-site

  • Assisting with reconciling of billing statements

  • Management of relationships with brokers to ensure optimal service delivery to broker clients

  • Relationships with key clients is positive and productive

  • Relationships with brokers is positive and productive

  • Queries and problems resolved accurately and timeously

  • Training needs of clients are identified and addressed

  • Wherever possible and appropriate clients are using the on-line reconciliation function

  • Reports are submitted timeously to Regional Servicing Manager and are accurate

  • The year-end process runs smoothly and is facilitated to ensure that clients are fully aware of all changes and options available to them

  • Investigate client queries within the agreed service level and ensure that client receives timeous feedback

  • Escalate client queries to the relevant department or stakeholder

  • Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services

  • Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets

  • Provide authoritative, expertise and advice to clients and stakeholders

  • Build and maintain relationships with clients and internal and external stakeholders

  • 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

  • Develop and maintain productive and collaborative working relationships with peers and stakeholders

  • Positively influence and participate in change initiatives

  • Continuously develop own expertise in terms of professional, industry and legislation knowledge

  • Contribute to continuous innovation through the development, sharing and implementation of new ideas

  • Take ownership for driving own career development

  • 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



  • Tertiary qualification in marketing or related subjects an advantage
  • FAIS accreditation may be requested if dispensing advice to clients
  • 4 year experience in the Medical Scheme Administration industry
  • Code 8 drivers licence and own vehicle
  • Experience interacting at a senior level with in companies an advantage
  • Experience in corporate relations, Broker relations and customer services essential
  • Must be able to present updates on Scheme changes products
  • FAIS accreditation would be an advantage



  • Business Acumen
  • Client Stakeholder Commitment
  • Drive for Results
  • Leads Change and Innovation
  • Collaboration
  • Impact and Influence
  • Self Awareness and Insight
  • Diversity and Inclusiveness

Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful

Position Type


Work Level



Market Related


Banking/Finance And Investment

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Gauteng - JHB North