Account Executive

**Introduction**

Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities.

**Role Purpose**

Build, strengthen and maintain relationships with various union organisations, 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 a 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 Health servicing and marketing experience to Unions is essential
- A successful track record in marketing and servicing of 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 Health Industry is essential
- Influencing skills
- Planning and organising 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 on service level agreements made with unions, clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

PEOPLE
- Build strong union relationships through pr