The Account Executive: Healthcare is primarily responsible for a portfolio of clients, providing strategic healthcare consulting, leading service delivery, and managing projects. The role includes direct interaction with clients, management of internal support teams, and strategic relationship building with healthcare providers and employer groups.
Responsibilities:
Strategic Management of Clients
- Implement and manage healthcare strategies and projects within employer groups.
- Provide overall management of all corporate clients, including regular engagements.
- Propose strategies to mitigate risks, improve efficiencies, and leverage opportunities.
- Mentor and manage member and admin consultants, including providing training.
- Manage data, communication, and engagement with at least two healthcare providers on behalf of the team.
- Conduct detailed analysis of client benefits and make provider recommendations.
- Compile and present reports that demonstrate value delivery.
- Identify and pursue new business and cross-selling opportunities under the Head of Healthcare.
- Facilitate relationships between clients and healthcare providers.
- Support the Healthcare team with client-specific strategies and communications.
- Back up member and admin consultants when required.
- Present member renewals and conduct one-on-one sessions as needed.
- Provide face-to-face support for member/HR/payroll queries.
- Present client inductions and support onboarding activities.
- Assist with onboarding of employees onto healthcare plans, including plan advice.
- Respond to escalated and complex client inquiries in a timely manner.
Client Relationship Management
- Liaise with insurers, healthcare providers, and third-party service providers to resolve issues.
- Build and manage relationships with HR and payroll teams.
- Conduct training with HR on internal processes and procedures.
- Assist HR with queries related to billing and medical scheme benefits.
Compliance
- Maintain and update client records in compliance with regulatory standards.
- Ensure Fit and Proper status and timely completion of CPD requirements.
- Use approved ROAs and send to clients in line with compliance regulations.
- Maintain a sound understanding of the Medical Schemes Act and related legislation.
- Attend internal training to ensure up-to-date product and compliance knowledge.
- Ensure the admin system is used for recording all client interactions.
- Promote and explain complimentary products such as gap cover.
Reporting and Data Management
- Maintain accurate and compliant client records.
- Keep a secure and organised database of client data, adhering to confidentiality.
- Alert senior management of any client risks.
Minimum requirements:
- Grade 12
- NQF5 qualification and RE5
- Post-graduate diploma/ CFP or BCom is advantageous
- 5–10 years of relevant healthcare account management experience in financial services·
- Valid driver’s license and own vehicle
Competencies required:
- Strong presentation skills.
- Organisational and multitasking abilities.
- Excellent communication and interpersonal skills.
- Attention to detail and discretion in handling sensitive information.
- Knowledge of healthcare benefits, medical schemes, and related legislation.
- Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 8 September 2025.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
Job Type: Full-time
Experience:
- healthcare account management financial services: 5 years (Required)
License/Certification:
- NQF 5 Wealth Management Certificate (120 fais credits) (Required)
- RE 5 Certificate (Required)
Location:
- Centurion, Gauteng (Preferred)
Work Location: In person
