Account Executive (Medical Insurance) at Kontak Recruitment

• This role forms part of a dynamic and growth-focused medical insurance environment, where client retention and relationship management are central to success. The position is responsible for managing an existing portfolio of corporate and individual clients, ensuring high levels of satisfaction, retention, and ongoing value delivery. The role requires a strong understanding of medical insurance products and processes, with a focus on renewals, client engagement, and identifying opportunities to expand services through cross-selling and upselling initiatives

Minimum Requirements:

• Bachelor’s degree in Business, Finance, Healthcare Management, or related field
• RE5 Qualification
• 6 –10 years’ experience within insurance, preferably medical/health insurance
• Strong client relationship management and communication skills
• Solid understanding of medical insurance products, underwriting, and claims processes
• Proven ability to meet retention and revenue targets
• Proficiency in CRM systems and Microsoft Office

Duties and Responsibilities:

• Manage a portfolio of corporate and/or individual medical insurance clients
• Act as the primary point of contact for client queries, renewals, and service-related matters
• Ensure high client retention through proactive engagement and relationship management
• Conduct regular client reviews to identify upsell and cross-sell opportunities
• Coordinate with internal teams (underwriting, claims, customer service) to resolve client issues efficiently
• Prepare and present renewal proposals and policy reviews
• Monitor market trends and competitor offerings to provide informed advice to clients
• Maintain accurate client records and reporting on CRM systems