Job Overview
Own a portfolio of large, complex and strategically important employer schemes and broker relationships within employee benefits. Focus on strategic account ownership, retention, growth and long-term partnership development as a trusted advisor for group risk and umbrella fund clients.
Key Responsibilities
- Manage and own a portfolio of large, complex and/or high-value employer schemes in line with the account management segmentation model.
- Act as the senior relationship owner for key brokers and employers, building trusted long-term partnerships.
- Develop, execute and maintain strategic account plans, including retention strategies, growth opportunities and engagement roadmaps.
- Proactively manage scheme risk, renewals, benefit enhancements and escalations.
- Lead complex queries and escalations across client relationship partners, operations and specialist functions.
- Deliver insight-driven reporting, analysis and recommendations to brokers and employers.
- Facilitate strategic client and broker engagements, including quarterly and annual reviews.
- Drive retention and growth initiatives, including cross-sell and upsell across the employee benefits value proposition.
- Partner with business integration, analytics, actuarial, technical marketing and operations teams.
- Provide guidance and coaching to account managers where required.
- Contribute to continuous improvement of account management frameworks and service models.
Required Qualifications
- National Senior Certificate (Matric).
- Diploma or bachelor's degree in Business Management, Marketing, Finance, Employee Benefits, Insurance, Financial Planning, Commerce or related field advantageous.
- 5+ years' experience in account management, client relationship management or employee benefits consulting.
- Strong experience in Employee Benefits (Group Risk and/or Umbrella Funds), including complex schemes.
- Proven track record managing senior broker and employer relationships.
- Demonstrated experience in retention, renewals and strategic account planning.
- Advanced Microsoft Office skills (Excel, PowerPoint, Outlook).
- Experience with CRM, reporting and analytics tools advantageous.
- Strong commercial acumen, executive communication and stakeholder management skills.
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