Principal Healthcare Consultant at Sanlam Group

Purpose of the Role

• This role is for our Simeka Health division which is a wholly owned subsidiary of Sanlam Life Insurance Limited. Simeka Health provides healthcare advisory and service solutions to a diverse corporate client base in various industry sectors since 2001.
• As the Principal Healthcare Consultant, you will manage a portfolio of clients of Simeka Health as well as a team of consultants. To consult on strategic, and when required, on operational level to employer groups within the portfolio.
• To co-ordinate and facilitate between various role players such as medical schemes, GAP cover providers, primary care providers, etc. on behalf of clients and consultants within the portfolio, with the ultimate objective of owning the relationship of a portfolio of clients and in some instances working with other Principal Consultants.
• This role is based in Bellville, Cape Town and will report to the Head: Healthcare Consulting.

Key responsibilities

• Ensuring that a portfolio of clients is adequately serviced
• Ensuring the profitability of the portfolio, as well as ensuring that new business targets are met
• Technical excellence in servicing corporate clients
• Embodying TCF in client interaction
• Effective and independent management of a portfolio of clients
• Demonstrating client centricity
• Facilitating and co-ordinating internally as well as with other stakeholder
• Build client relationships and ensure client retention
• Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained
• Attend and co-ordinate client committee meetings
• Provide monthly reporting via required reports on operating functions of portfolio
• Direct employee training to improve efficiency
• Ensure that standard procedures, practices and client servicing are maintained and adhered to
• Risk awareness and the management of these risks
• Knowledge of regulatory legislation and developments within the industry
• Monitor budgets and targets
• Participate in Simeka’s Health vision to become a thought leader
• Participation in growing the business
• Ensure that all compliance related aspects within the portfolio is adhered to

Qualifications and experience

• B-Com Degree or BA Law / LLB or equivalent NQF level
• Financial Services Industry related qualification (120 credits at NQF 5 level) 
• Passed Regulatory Examinations RE5 & RE1 
• CFP advantageous
• FAIS and CMS accreditation required (must not work under supervision)
• Own car and driver’s license
• 5 - 7 years corporate healthcare consulting experience is required
• 2 years experience in management

Knowledge and skills

• A proven track record of managing people is advantageous
• Knowledge of healthcare and wider financial services industry and process
• Product knowledge and understanding of all healthcare related products and services
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)

Core competencies

• Cultivates innovation - Creating new and better ways for the organisation to be successful
• Client focus - Building strong customer relationships and delivering customer-centric solutions
• Drives results - Consistently achieving results, even under tough circumstances
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives
• Resilience - Rebounding from setbacks and adversity when facing difficult situations