Administration Consultant: Group Risk and Retirement at PSG Konsult Ltd

Job description:

• This job description outlines the responsibilities and requirements for both new and existing staff in the role of Administration Consultant: Group Risk and Retirement.

Job Overview:

• The Administration Consultant: Group Risk and Retirement is primarily responsible for the day-to-day administration of group risk and retirement clients.
• This encompasses managing member queries, providing members with benefit information, processing claims, withdrawals, disability claims, and all other queries received from clients, as well as addressing HR/Payroll queries.
• The role ensures smooth operations, accurate data management, and effective communication with employer groups and their employees regarding group risk and retirement benefits.

Responsibilities:

 Administrative Support

• Assist with all day-to-day administration for allocated clients/employer groups, ensuring completion within stated Service Level Agreements (SLAs).
• Ensure timely responses to client enquiries, escalating complex issues to the Account Executive if required.
• Assist with onboarding and offboarding of clients.
• Track and follow up on all queries, claims, amendments, withdrawals and all other related administration.
• Attend client meetings as and when required.
• Prepare accurate administration reports for administration meetings.

Client Relationship Management

• Act as the primary point of contact for employer groups and employees, addressing queries related to group risk and retirement benefits.
• Liaise effectively with insurers and all other third-party service providers to resolve issues and maintain strong working relationships.
• Build and manage relationships with HR/Payroll departments of client organisations.

Compliance

• Maintain and update accurate client records, ensuring full compliance with regulatory requirements.
• Ensure that they remain "Fit and Proper" and that all Continuing Professional Development (CPD) is completed in a timely manner.
• Demonstrate a sound understanding of the Pension Funds Act and relevant legislation.
• Attend internal training sessions to ensure product knowledge remains relevant and up to date.
• Ensure that the administration system is always utilised, for all queries and calls, and that client interactions are accurately saved and maintained.
• Reporting and Data Management
• Maintain a secure and organised database of client information, strictly adhering to confidentiality and data protection protocols.

Minimum Requirements

• Grade 12 certificate
• NQF5 qualification and RE5 certification.
• 2 years of relevant risk and retirement work experience within the financial services industry, preferably in Brokerage.
• Proficient in both spoken and written English and at least one other official South African language.
• Computer literacy (MS Office)

Competencies Required

• Strong organisational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).
• Attention to detail and the ability to handle sensitive information with discretion.
• Knowledge of group risk and retirement benefits

Closing date:    12-May-2026