Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms, Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at
Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
To provide an effective service to clients by managing a portfolio of clients, facilitating meetings, and providing advice on Medical Scheme benefits. Will also be the lead consultant on a portfolio of own smaller clients with oversight from a Principal or Senior Consultant.
Requirements
Qualifications
- Relevant Bachelor’s Degree or equivalent
- Regulatory Exam (RE)
- FAIS accredited
Experience
- 3-5 years’ consulting experience within the Medical Scheme consulting environment
- Knowledge of the Health care Industry
- Comprehensive knowledge of Medical Schemes Act
- Knowledge of the wider Employee Benefits
Duties & Responsibilities
STRATEGY:
- Build and maintain effective relationships with internal and external clients
- Take ownership of allocated clients and ensure quarterly meetings are arranged
- Take ownership of all queries and ensure that they are resolved timeously and effectively
- Build a network of relationships with service providers in order to ensure effective service delivery to clients
- Provide a consistent service delivery to ensure client retention and satisfaction
- Assist with commission calculations, ensuring that they are accurately calculated and allocated to clients
- Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting
- Follow up on action items from client meetings ensuring that they are executed within agreed timelines.
- Prepare product education material for area of responsibility
- Assist in the installation of new business ensuring efficiency and that everything is processed within agreed timelines
ENGAGE WITH CLIENTS IN A CLIENT-CENTRIC MANNER:
- Where relevant, take ownership of the client and manage the entire client relationship (relational and technical) insofar as asset consulting functions are concerned.
- Provide accurate, current advice and information regarding solutions to all clients/stakeholders
- Participate and contribute to culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Give input in the development of initiatives to improve or enhance the client experience.
- Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility
- Ensure implementation, tracking and measurement of all client deliverables in line with SLA
- Ensure follow up on all leads within area of responsibility
- Ensure client retention by ensuring successful service delivery
- Prepare and ensure that all presentations, letters, service level agreements, marketing and education material applied in the consulting service and sales process is up to date and of a high standard
- Ensure accurate reports and documentation are provided to the clients and brokers as per agreement
- In the execution of the CVP, look for new business opportunities and or cross selling opportunities
- Be on top of year-end arrangements and facilitating the option change process within each client
SELF-MANAGEMENT AND TEAMWORK:
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Provide support, guidance, and mentorship to any junior consultants.
- 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 career development.
MANAGE BUDGET AND IMPLEMENT SOUND FINANCIAL CONTROLS:
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Manage financial and other company resources under your control with due respect
- Take responsibility for managing both reputational and financial risk as a result of interactions with both internal and external clients
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