Relationship Manager III - Financial Institution at Sanlam Group

What will you do?

Offer innovative Health benefits solutions and services to Individual clients, Employer Groups and their employees. Ensure client satisfaction, retention and overall client expansion. Ensure the smooth running of an area and the daily activities of Consultants and Associate Consultants to deliver on the strategic direction of the team and Simeka Health.

Key Responsibilities

• This position will have a key client and strategic focus:
• Ensure that portfolio of clients are adequately serviced assigning portfolios of clients to Consultants
• Manage a portfolio of clients a team of consultants servicing the portfolio
• Build client relationships and ensure client retention
• Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained within the area of responsibility
• Attend and coordinate Employer Group HR and management Meetings
• Provide monthly reporting via required reports on operating functions of allocated clients
• Ensure that standard procedures, practices and Client servicing are maintained and
• Adhered to Risk awareness and the management of these risks with the assistance of Senior or Principal consultant
• Awareness of regulatory legislation and developments within the industry
• Obtain new business allocated targets

Qualifications And Experience

• Bcom Degree or similar
• 5-7 years' related experience in the healthcare industry, of which 2 years must be at level management.
• FAIS Accreditation (RE 1 and RE 5)
• Accreditation with Council of Medical Schemes is required

Knowledge And Skills

• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Valid driver’s license and own vehicle

Personal Attributes

• Organisational Savvy - Maneuvering comfortably through complex policy, process and people related organizational dynamics.
• Manages Complexity - Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems.
• Drives Engagement - Creating a climate where people are motivated to do their best to help the organisation achieve its objectives.
• Business Insight - Applying knowledge of the business and marketplace to advance the organisation’s goals.
• Displays Care - Showing care and consideration to our clients that extends beyond professionalism.

Core Competencies

• Cultivates Innovation by 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.