Account Executive MMH261105-3

Momentum; Cape Town; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

Momentum is seeking a Senior Client Relationship Manager to build and maintain connections with employer group clients in the healthcare and benefits space. You will act as the primary contact for queries, deliver strategic advice, develop account plans, and drive service excellence across internal teams to ensure client satisfaction and sustainable growth.

The role requires at least 5 years in employee benefits or financial services, strong stakeholder management, and the ability to analyse

Qualifications

• Matric and relevant professional qualifications as listed.
• Proven experience managing corporate employer group clients.
• Experience engaging with senior stakeholders and decision-makers.
• Experience in healthcare consultancy, broker environment, or employee benefits.

Responsibilities

• Manage and grow a portfolio of employer group clients with high satisfaction and growth.
• Build relationships with employers, brokers, HR teams and senior decision-makers.
• Serve as primary client contact, providing strategic advice and issue resolution.
• Develop account plans aligning client needs with organisational objectives.
• Conduct regular client engagements, reviews and governance meetings.
• Analyse client data to provide insights and value-added recommendations.
• Identify opportunities to expand relationships and product uptake.
• Lead presentations and benefit reviews for informed decisions.

Skills

Relationship management

Stakeholder engagement

Client retention

Executive communication

Account planning

Education

Matric (grade 12) certificate

Diploma in Marketing/ Business Management/ Health Management or equivalent

FAIS/Regulatory Exam (RE) accreditation

Wealth Management certificate

Regulatory Exam (RE) 5

Valid Drivers Licence

Job description

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, MedicalSchemes, 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.
• 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 decisionmakers.
• 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 clientrelationships.
• 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