Senior Account Executive - Employee Benefits

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

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