Job Description

This is a unique opportunity to play a pivotal role in shaping the future of Sanlam Corporate and the broader Sanlam Life and Savings (SLS) Business. If you're a strategic thinker who thrives at the intersection of business, people, and transformation, this role offers exciting career growth.Overall purpose of the roleTo manage a portfolio of clients as well as a team of consultants. To consult on strategic, and when required, on operational level to employer groups within the portfolio. To co-ordinate and facilitate between various role players such as medical schemes, GAP cover providers, primary care providers, etc. on behalf of clients and consultants within the portfolio, with the ultimate objective of owning the relationship of a portfolio of clients and in some instances working with other Principal Consultants.Key responsibilitiesEnsuring that a portfolio of clients is adequately servicedEnsuring the profitability of the portfolio, as well as ensuring that new business targets are metTechnical excellence in servicing corporate clientsEmbodying TCF in client interactionEffective and independent management of a portfolio of clientsDemonstrating client centricityFacilitating and co-ordinating internally as well as with other stakeholdersSelf-developmentBuild client relationships and ensure client retentionEnsure that the overall standard of agenda packs, minutes and consulting advice is maintainedAttend and co-ordinate client committee meetingsProvide monthly reporting via required reports on operating functions of portfolioDirect employee training to improve efficiencyEnsure that standard procedures, practices and client servicing are maintained and adhered toRisk awareness and the management of these risksAwareness of regulatory legislation and developments within the industryMonitor budgets and targetsParticipate in Simeka’s Health vision to become a thought leaderParticipation in growing the businessEnsure that all compliance related aspects within the portfolio is adhered to