ROLE PURPOSE

Accountable for developing, enhancing and sustaining long-term relationships with a portfolio of brokers and related key stakeholders to drive growth strategies, delivering an exceptional customer service, to enable the Scheme to achieve its strategic objectives.

KEY AREAS OF RESPONSIBILITY

• Relationship Building: Cultivate and maintain professional relationships with brokers to support member growth and retention.
• Business Development: Establish a robust business pipeline and achieve new business targets by onboarding new members through brokers and direct selling
• Portfolio Management: Ensure accurate and up-to-date maintenance of broker portfolios, consistently monitoring membership movements.
• Broker Support: Assist brokers with sales work, business plans, and coordinate comprehensive training on the Scheme’s products and services.
• Training & Development: Conduct training sessions for healthcare representatives, monitor knowledge transfer, and issue competency certificates.
• Induction & Onboarding: Equip new brokers with essential materials and information, and conduct thorough inductions on our products, services, and procedures.
• Presentations & Reporting: Prepare and present new business proposals, and compile detailed monthly and quarterly reports for stakeholders.
• Event Participation: Represent the company at broker-related events, including annual conferences and product launches.
• Industry Knowledge: Stay updated on industry trends, scheme developments, and product knowledge to provide effective advocacy.
• Cross-Functional Collaboration: Work with internal teams to resolve queries and support year-end special projects.
• Risk and Compliance Management:
• Fraud Controls & Risk Prevention: Assist in identifying and adhering to fraud controls, risk prevention principles, sound governance, and compliance processes.
• Audit Support: Provide evidence to all internal, external, and ISO audit requirements.
• Quality Standards: Maintain quality risk management standards in line with ISO9001:2015 requirements.
• Service Level Agreements: Maintain and enforce SLAs related to new business development to minimize business risk and ensure continuity.
• SOP Review: Review Standard Operating Procedures with the Manager: Sales and Broker Relations for business optimization.
• Compliance: Adhere to all relevant laws, policies, and Standard Operating Procedures.
• Stakeholder Management:
• Relationship Building: Build and maintain effective internal and external stakeholder relationships for expectations management, knowledge sharing, and integration.
• Support: Provide support to the Scheme’s business units to achieve business goals.
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EXPERIENCE

QUALIFICATION

• 2 Years Sales/Portfolio Management
• 3 Years in the Medical Aid industry

• Diploma in Sales/Marketing

KNOWLEDGE

SKILLS

ATTRIBUTES

• Relevant legislation and regulatory frameworks
• Risk Management practices and principles
• Key Account Management
• Business acumen
• Technical problem solving
• Claims Assessing
• Annexures and Scheme rules
• Medical Aid Industry
• Scheme products and services
• Sales protocols
• Accounting Principles
• Business development

• Verbal and Written Communication
• Conflict management
• Microsoft office
• Negotiation
• Computer literacy
• Presentation

• Resilience
• Detail Orientation
• Innovative Thinking
• Customer Centric
• Results Focused
• Quality Focused
• Compliance Driven
• Analytical Thinking
• Problem Solving
• Assertiveness
• Confidentiality
• Active Listening
• Emotional Maturity
• Impact and Influence
• Strategic thinking