That Personal Touch

An Account Executive will be allocated to the employer group, and they will be available to provide a personal onsite service to both the employer and employees. This person will act as the service co-ordinator for the employer group, partnering with key staff members while also ensuring the expected results are delivered by the medical scheme or related product house. This includes the following:


  • Induction and training on medical scheme benefits on all locations
  • Regular onsite visits to all branches as per the need of the employer and employees
  • Reporting on claim patterns and medical scheme changes
  • Regular communications including:
    • Process communication in collaboration with HR
    • Monthly wellness news to employees
    • Special needs communication – i.e. HIV or dreaded diseases
  • Year-end reviews and option changes at all branches



Optivest only operates in the health cover environment. Medical schemes and medical scheme related products are our speciality. Our main objective is to assist and support our employer groups and the individual medical scheme member with ongoing support and access to the best products available.