1. JACO MOOLMAN
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E X E C U T I V E S U M M A R Y
Engaging Client Relations Manager adept at developing
often complex client proposals.
E X P E R I E N C E
Head of Healthcare | Cadiant | Aug 2015 to current
Defining client vision and strategy, aligning expectations
Project Management
Manage local and regional teams
Cost Management
Head of Health Care, Div Manager | Pinnacle | July 2014
to July 2015
Defining client vision and strategy, aligning expectations
Project Management
Manage local and regional teams
Re-defined & implemented changes to both the areas of
service delivery & strategic business development
Implementation & monitoring of compliance
Cost Management
Budgets & Forecasts
Principal Health Care Consultant | Eluleka | June 2006 to
June 2014
Manage & Lead teams of health care consultant, locally
and regionally
Problem solving for both clients and staff
Client management, relationship & retention
Staff training & development
Monitor & improve processes & service delivery
Chair internal and team meetings
Project & resource planning
Market review
P R O F I L E
High energy Client Manager
successful in building and
motivating dynamic teams to
achieve client and business
objectives.
Jaco820611@gmail.com 083 280 6172
https://za.linkedin.com/in/jaco-moolman-
7235579
I N D U S T R Y S P E C I F I C
Q U A L I F I C A T I O N S
 Certificate of
Accreditation as Health
Care Broker
 Certificate 1st Regulatory
Examination – FSPs & Key
Individuals in Categories I
– IV
 Certificate 1st Level
Regulatory Examination –
Representatives

2. JACO MOOLMAN
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Corporate Account Manager | Discovery | February 2002
to June 2006
Successfully filled roles as Client Liaison Manager and
Executive Query Manager before applying successfully
for the role as Corporate Account Manager
Managed corporate client portfolios for Intermediary /
Broker houses. Included assistance to on-site clients,
reporting, training & updates, broker relations, escalated
query resolution and assisting brokers to successfully
integrate their strategies with their clients
Call Centre Agent | FNB First Direct | February 2001 to
February 2012
Solve problematic matters for clients banking with FNB
such as transactional information, coordination as well as
escalated queries
Fulfilled Senior Call Centre Agent duties and dealt with
matters on behalf of team leaders and supervisors
Additional responsibilities allocated required dealing with
cross selling opportunities of banking products by means
of telesales
E D U C A T I O N
Matric | 2000 | Hyde Park High School
Mathematics, Biology, Physical Science, Accounting, English,
Afrikaans
Diploma Business Management | 2004 | Varsity College
Diploma Project Management | 2005 | Varsity College
Certificate Financial Planning - NQF 5 | 2011 | Milpark
Business School
National Certificate Financial Planning - NQF 6| 2014 |
Milpark Education
A C H I E V E M E N T S
Managing the largest client portfolio approximately
15 000 benefit lives
I have never lost a client and have built a solid reputation
of getting the job done
Participated in cross-selling additional product lines to
improve revenue to the business, aprox 25%
Signed opportunities translating into additional R1m
revenue
S K I L L S
Skilled at cultivating a company
culture in which staff members feel
comfortable voicing questions
and concerns as well as
contributing new ideas that drive
company growth
 Staff development
 Sales expertise
 Client relations
 Key relationship management
 Project oversight
 Resource coordination
 Skilled negotiator
 Sound judgment
 Computer savvy
 Calm under pressure
C O R E
Q U A L I F I C A T I O N S
 Highly experienced with all
facets of client relations
 Solid understanding of billing
and invoicing procedures
 Proficient in the use of MS
Office applications including
Excel and PowerPoint
 Ability to successfully manage
multiple projects
 Sound knowledge of report
generation related to client
activities
 Excellent oral and written
communication skills
O T H E R I N T E R E S T S
Action cricket
Squash