Account Executive

• Build, strengthen, and maintain relationships with various union organizations, clients, independent financial advisors, and Momentum Financial Planners and act as key contact to stakeholders regarding queries, products, and services.

Requirements    

• Matric/Grade12 or equivalent
• A financial or legal qualification will be an advantage
• Business-related qualification
• RE 5 will be an advantage
• 3 - 5 years experience in client engagement with exposure to unions
• Valid Driver's license and own car
• Sales or client service environment with proven knowledge of union engagement principles and practices
• Good understanding of how unions work is essential 
• A minimum of 3 years of Health servicing and marketing experience to Unions is essential
• A successful track record in marketing and servicing Health products to Unions is essential
• Exposure to the health insurance and or insurance industry
• Must have previous experience with interacting with Unions at various levels (general members, shop stewards, Regional/national secretaries, etc)
• Must be prepared to travel
• Experienced and competent presenter
• Written and verbal communication
• Knowledge of additional African languages is desirable
• Knowledge of the Health Industry is essential
• Influencing skills
• Planning and organizing skills
• Interpersonal skills Relationship building and management skills Networking skills
• Sound knowledge of products, policies, procedures, and processes
• General knowledge of all business-related rules and regulations
• Relevant regulatory and compliance requirements

Duties & Responsibilities    
INTERNAL PROCESS

• To identify key role players in various unions and to build successful relationships with these.
• Manage union relationships.
• Build and maintain good relationships with various union stakeholders (e.g. clients, brokers, partners, shop stewards, union members, union regional secretaries) so the business can maximise value from these relationships.
• Understand union stakeholders problems and challenges and identify ways the business could better address those needs.
• Interact with union stakeholders to explain products and service offerings, address queries and strengthen their satisfaction with the business.
• Assess level of client satisfaction with current products and services and make recommendations to address shortcomings.
• Function as a trusted and loyal advisor regarding business challenges stakeholders are facing, by identifying competitive threats and recommending helpful strategies to help them realise their business goals.
• Analyse all benefits, risks, and costs of proposed strategies to determine whether they are viable.
• Provide information to internal teams to capitalise on opportunities to upsell or crosssell services and products, based on insight generated in stakeholder engagements and needs.
• Provide excellent service in order to maintain a positive reputation for the business.
• Resolve any escalated complaints in a prompt and professional manner to maintain good union relationships and stakeholder satisfaction.
• Identify and report process and system failures and enhancements to improve stakeholder experience.

CLIENT

• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• Drive client service delivery goal achievement in line with predefined standards in order 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 delivery of services against agreed service level agreements and in terms of overall client targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with unions, clients and internal and external stakeholders.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness, and recommend adjustments.
• Deliver service level agreements made with unions, 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.

PEOPLE

• Build strong union relationships by providing specialist know-how and leadership to others, expressing positive expectations.
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialization.
• 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 of driving career development.

FINANCE

• Contribute to the financial planning process within the area.
• Identify opportunities to enhance cost-effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies    

• Providing Insights: Is focused on continuously improving things and provides insights by identifying key issues makes intuitive judgments.
• Developing Strategies: Is focused on developing strategies thinks in the longer term and anticipates trends envisages the future and adopts a visionary approach.
• Interacting with People: Is lively and projects enthusiasm is talkative in making contact and is focused on interacting and networking with people.
• Establishing Rapport: Builds rapport and puts people at ease is engaging and welcomes people who find it easy to make friends.
• Convincing People: Is comfortable having to persuade others shapes opinions by being outspoken seeks to negotiate with others.
• Articulating Information: Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information.
• Conveying Self-Confidence: Is self-assured and projects inner confidence is confident and determines own future values own contributions.
• Managing Tasks: Manages tasks by being organized and methodical plans activities systematically sets priorities for tasks.