Fund Executive

Introduction

Through our client-facing brands Momentum Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members.

Build, strengthen and maintain relationships with key stakeholders and act as key contact to stakeholders regarding queries, products and services.

• Matric or Grade 12 - Essential
• Bachelor degree or equivalent qualification in a relevant field such as business, finance, marketing, or a related discipline - Essential
• Master degree in Business Administration or equivalent qualification - Desirable
• 5 - 8 years of experience in a client engagement, sales, or client service environment.
• Exposure to the health insurance/medical scheme industry.
• Thorough understanding of scheme policies, procedures, and processes, including membership administration, underwriting, claims processing, and other relevant operational aspects.
• Familiarity with industry-specific rules, compliance requirements, and best practices related to client service, claims management, risk management, and financial operations.
• Understanding of regulatory and compliance requirements specific to the health insurance industry, ensuring adherence to relevant laws, guidelines, and industry standards.
• Proficiency in risk management principles and practices.
• Knowledge of compliance and ethical standards, including privacy regulations, data protection, and confidentiality principles.
• Awareness of industry trends and market dynamics.

• Build and nurture strategic relationships with clients, brokers, and partners to optimize mutual value and strengthen collaboration.
• Identify challenges and unmet needs among stakeholders, translating insights into actionable strategies for proactive business solutions.
• Engage stakeholders through effective communication of product offerings, promptly addressing inquiries, and fostering trust in the business.
• Evaluate client satisfaction with existing products and services, using structured feedback to recommend improvements and enhancements.
• Serve as a trusted advisor, understanding stakeholder challenges and providing strategic recommendations for business growth and success.
• Conduct comprehensive analyses of proposed strategies, considering benefits, risks, and costs to guide informed decision-making.
• Collaborate with internal teams, sharing stakeholder insights to identify upselling and cross-selling opportunities aligned with their needs.
• Deliver exceptional service experiences to uphold and enhance the business's reputation, fostering lasting stakeholder relationships.
• Resolve escalated complaints professionally and promptly, minimising conflicts and preserving stakeholder satisfaction.
• Proactively identify process or system breakdowns impacting stakeholder experiences, offering enhancement recommendations for continuous improvement.

• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• Drive the achievement of client service delivery goals in line with predefined standards to ensure that clients receive appropriate advice and after-sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
• Provide regular reports on the delivery of services against agreed service level agreements and overall client targets.
• Provide authoritative expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness, and recommend adjustments.
• Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
• Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.

• Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
• Positively influence and manage change and offer specialist support where required.
• Contribute to continuous innovation through the development, sharing, and implementation of new ideas and involvement of colleagues and staff.
• Participate and contribute to a culture of work-centric thinking, productivity, service delivery, and quality management.
• Take ownership for driving career development.

• Contribute actively to the…