PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance.
PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
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Assist and support the employee benefits consulting team by dealing with external and internal queries telephonically or by written correspondence as required.
Requests for benefit statements
Beneficiary nominations
Retirement fund withdrawal claims etc.
Assist with MyPractice as and when required
Group risk claims process
Assist employer with completion of risk claim forms
Meet with member and/or family to discuss claim requirements (group life, disability etc.) and assist with process
Liaise with insurer, employer, member and/or family until claim finalised
Fund withdrawals and retirement claims
Assist employer and employee with completion of claim forms
Referral to Wealth team where required
Liaise with provider until finalised
Member underwriting
Assist members with underwriting process, arrangement of appointment with underwriting team
Liaise with insurer and member until claim finalised
Provide ongoing feedback to members and employers on risk and retirement claims
Prepare information for and attend administrative meetings with employers.
Support team in relationship management with service providers.
Individual discussion with new and exiting members explaining benefits, when required
Maintain Client Relationship Management system
Ensuring turnaround times and SLA's are adhered to
Co-ordination of high-level deliveries e.g. member benefit statements
Resolve member/employer/service provider queries
Liaise and maintain relationship with service providers and employer groups
Attend training and information sessions as arranged by insurers regarding legislation, market and insurance product changes as well as investment presentations
Co-ordination of high-level deliveries e.g. member benefit statements
Member and fund communication
Minimum requirements:
Matric/Grade 12, Finance Qualification is advantageous
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)
Passionate about a career in the Employee Benefits industry
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