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Reports To

Managing Director / Practice Principal

Direct Reports

Account Executives | Healthcare
Member Consultants | Healthcare
Administrators | Healthcare

Responsibilities:

Strategic Leadership & Competitive Positioning

Develop, execute and monitor the Healthcare strategy and divisional roadmap aligned to business objectives.
Monitor legislation, industry developments, competitor activity and market trends to identify risks and opportunities.
Identify new products, services and growth opportunities that strengthen the Healthcare value proposition.
Drive innovation, continuous improvement and strategic initiatives.
Present annual business plans and quarterly strategy updates to Executive Management.

Organic Growth of the Client Portfolio

Develop and implement strategies to achieve sustainable organic growth.
Identify and secure new Healthcare Solution opportunities.
Maintain a healthy business development pipeline.
Partner with Marketing and Wealth Advisory to generate quality leads.

Client Retention & Cross-Sell Opportunities

Identify opportunities to expand the healthcare offering within existing employer groups.
Promote appropriate cross-sell opportunities, including gap cover, primary care, wellness, EAP and individual member retention solutions.
Support the retention of individual members who leave employer groups, where appropriate.
Identify at-risk clients and implement retention strategies.

Client Relationship Management

Build long-term relationships with key clients and stakeholders.
Lead annual client benefit reviews.
Ensure high levels of client satisfaction and retention.
Support consultants with complex client matters, escalations and strategic recommendations.

Healthcare Consulting & Benefit Strategy

Provide strategic healthcare consulting to employer groups, including medical scheme, gap cover, primary care and wellness solutions.
Analyse client demographics, claims experience, utilisation trends and contribution structures to identify risks, savings opportunities and benefit improvements.
Lead annual healthcare strategy and benefit review processes for key corporate clients.
Recommend appropriate healthcare solutions aligned to client needs, affordability and employee profile.
Support clients with year-end planning, option change strategies, member communication and implementation.

Operational Excellence

Review and improve business processes.
Evaluate business systems and technology.
Drive automation and workflow efficiencies.
Monitor service levels and operational performance.

Compliance & Governance

Ensure compliance with relevant legislation, including FAIS, Medical Schemes Act, POPIA, FSCA requirements and other applicable employee benefits legislation.
Manage audits and regulatory reporting.
Support internal compliance, audit and governance processes, where applicable.
Maintain governance and risk frameworks.

Leadership & Talent Development

Lead, coach and support Account Executives, Member Consultants and Administrative Support teams.
Implement succession planning.
Manage performance and promote accountability.

Stakeholder Management

Maintain strong relationships with corporate clients, internal stakeholders, compliance partners and Executive Management.

Provider & Scheme Relationship Management

Maintain strong working relationships with medical schemes, gap cover providers, primary care providers, wellness providers and administrators.
Manage provider service expectations, turnaround times and escalation processes.
Ensure provider data, commission reports and client lists are received timeously and accurately.
Monitor provider performance and identify service or product concerns that may impact clients.

Client Servicing & Delivery Oversight

Oversee the delivery of healthcare consulting services across the client portfolio.
Ensure consultants have clear client service plans, annual review timelines and communication strategies.
Monitor service quality, escalations, response times and client feedback.
Ensure consistency in client reports, benefit review presentations, implementation processes and member communication.
Support consultants with complex client matters, escalations and strategic recommendations.

Reporting & Business Performance

Report on revenue, profitability, client retention, pipeline, compliance, operational performance and strategic initiatives.

Minimum Requirements:

Bachelor's Degree in Commerce, Finance, Business Management or related field.
RE5 qualification.
Relevant FAIS-recognised qualifications.
Postgraduate qualification (MBA/MCom) advantageous.
10 years relevant work experience with an excellent understanding of insurance and medical industry
Computer literacy (MS Office – advanced MS Excel and PowerPoint)
Extensive Healthcare Services leadership experience.
Strong commercial, financial and strategic acumen.
Experience growing client portfolios.
Excellent stakeholder management and leadership capability.

Key Performance Indicators (KPIs)

Organic growth of the Healthcare client portfolio.
Revenue and profitability growth.
Client retention and satisfaction.
Successful execution of strategic initiatives.
Regulatory compliance and governance.
Operational excellence.
Leadership, succession planning and team development.

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 27 July 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.

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