Current Jobs at PSG Konsult Ltd

Job description:

To provide underwriting assistance to the Adviser. The position will focus on both personal and commercial lines of business.`

Responsibilities:

• Underwriting of existing business
• Liaising with clients
• Preparing quotations
• Issuing and managing new policies, renewals, and endorsements
• Manage premium collections
• Identifying/optimising business opportunities from clients
• Maintaining service level agreement deadlines
• Handling client queries
• Claims Management – the daily claims process
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems
• Reporting
• Manage client retention and organic growth
• General office assistance and administration

Minimum requirements:

• Grade 12
• Fully computer literate (MS Word, Excel, and Outlook)
• NQF Level 4 – Full qualification (short-term insurance) as set by regulation or studying towards
• Regulatory examination 1 (Representatives) RE5 successfully completed
• A minimum of 2 years short-term insurance experience
• Good administration skills
• Excellent planning and organising skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills
• Resilient with a good level of stress tolerance
• Highly client-focused with good interpersonal skills

Recommended requirements:

• RE5
• NQF Level 4 Short Term insurance

Competencies required:

• Resilient
• Teamwork
• Client service orientation
• Attention to detail

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Job description:

This is an opportunity for a dynamic Wealth Adviser Assistant to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed.

Responsibilities:

• Financial advice and planning
• Handle and solve Client enquiries
• Compile and process of new policy applications, administration, and compliance
• Business maintenance and development
• Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model
• Prepare statement of advice documentation as required
• Prepare of insure review appointment

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• Regulatory Exam for Representatives passed (RE5)
• At least 2 - 5 year’s relevant work experience within the financial industry
• Valid driver’s license and own vehicle
• Proficient in both spoken and written English.
• Computer literacy (MS Office)
• Recommended requirements:
• RE5

Competencies required:

• Strong Administration, Organising and planning skills
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills and able to handle admin pressure
• Ability to operate independently and a
• Resilience