Employee Benefits Adviser: Healthcare at PSG Konsult Ltd

Job description

• The Healthcare Adviser will manage the healthcare portfolio for this office.  The role ensures smooth operations, accurate data management, and effective communication with clients regarding healthcare benefits.

Responsibilities:

Administrative Support:

• Manage day-to-day administrative tasks
• Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.

Client Relationship Management:

• Act as the first point of contact with clients,  addressing queries related to healthcare benefits.
• Ensure timely responses to client inquiries, escalating complex issues.

Policy and Claims Management:

• Track and follow up on claims, amendments, and changes to healthcare plans.
• Monitor new applications, additions, or changes in healthcare coverage and ensure timely processing.

Reporting and Data Management:

• Maintain a secure and organised database of client information, adhering to confidentiality and data protection protocols.

Collaboration and Coordination:

• Liaise with insurers, healthcare providers, and other third-party service providers to resolve issues and maintain effective working relationships.
• Identifying and providing leads to colleagues in other PSG Wealth service lines
• Keeping up to date with provider amendments
• Processing new business:
• Assist with onboarding new clients onto healthcare plans.
• Advise clients on medical aids, medical insurance and gap cover – both personal families and groups
• Assist clients with the application process & queries
• Year-end & ad hoc client presentations

Minimum requirements:

• Completed NQF5 in Wealth Management Certificate
• Regulatory Exam for Representatives passed (RE5)
• 15 years relevant work experience within the financial services industry as Healthcare Adviser
• Proficient in both spoken and written English and at least one other of the official South African languages
• Own vehicle & drivers licence essential

Competencies:

• Planning and Organising skills
• Analytical skills
• Customer services skills
• Problem-solving skills
• Deadline driven

Closing date: 16-Feb-2026