Client Liaison Officer

3 days ago


Cape Town, Western Cape, South Africa Securitas™ Financial Group Full time
Client Liaison Officer - Medical Aid & Employee Benefits - Cape Town

A prominent financial services provider has an exciting career opportunity available for a CLIENT LIAISON OFFICER – MEDICAL AID & EMPLOYEE BENEFITS, to join their dynamic business team in Somerset West, Western Cape. This is a permanent position which offers a market-related salary structure.

Qualifications & Experience:

Minimum matric, with a tertiary qualification advantageous.

Minimum RE5 certification and NQF level 5 qualification is essential to the role.

  • Applicable Class of Business certification in health and medical aid products and its relevant disciplines as per the FSCA.
  • Valid CMS certificate.
  • Minimum 5 years' applicable experience in the financial services / wealth management industry.
  • Minimum 3 years' experience with an in-depth knowledge of employee benefits, including but not limited to medical aid products, hospital plans, medical insurance, pension funds, group life plans, and employee benefits in general.
  • Previous career experience managing parastatal client accounts would be highly advantageous.
  • Strong and proven experience in customer care, business development, networking, prospecting, and financial compliance with a well-networked clientele.
  • Proven business success (new business) whilst working in a target-driven environment.
  • Proven and successful track record in key account management whilst simultaneously managing a variety of clients.
  • Solid experience and logistical knowledge of the Western Cape Province as a business landscape.
Other Requirements:
  • Excellent interpersonal skills, well-presented and professional.
  • The ability to build multi-level business relations with various stakeholders.
  • The ability to manage and perform independently.
  • Tenacious and driven.
  • Fluent in English and Afrikaans: speak, read, and write. Fluency in Zulu and Xhosa highly advantageous.
  • Fully competent in the MS Office programme, with strong experience in report writing.
  • Trustworthy and ethical with a strong sense of accountability.
  • Valid driver's license with own reliable transport.
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