Fresh Openings at PSG Konsult Ltd

Job description:

• The successful candidate will be responsible for underwriting Personal and/or Commercial Lines business, providing clients with tailored coverage solutions that align with their individual and business needs. You will manage all aspects of the underwriting process, including renewals, endorsements, and new business, while maintaining strong relationships with clients. The position will focus on commercial & personal Lines. The individual will also be responsible for servicing and selling of short-term commercial insurance products.

Responsibilities:

• Client face to face meetings if necessary at the Office
• Liasing and providing feedback to clients of underwriting progress.
• Handling client queries
• Underwriting Management: the daily underwriting process preparing Renewals, Sourcing acceptance terms
• Recording details and information on relevant systems
• Building and maintaining good working relationships with clients and internal stakeholders
• Bridging the gap between the office and insurance companies
• Maintaining a good working relationship with insurers
• Reporting
• Manage client retention.
• Understanding policy wording and various products
• Relevant work experience in Short term insurance – Commercial and personal lines
• Quotations for clients
• Follow up on lead
• Help building a client base
• Policy renewals
• Advising clients on their short-term insurance needs

Minimum Requirements:

• NQF Level 4/5 Certificate in Short term insurance (essential)
• DOFA confirmation from FSCA (essential)
• Regulatory examination RE5 successfully completed (essential)
• 5 years relevant work experience in Short term insurance – Commercial lines (essential)

Competencies Required:

• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills.
• Strong work ethic, able to work with high volumes of pressure
• Teamwork
• Highly client-focused with good interpersonal skills
• Resilient with a good level of stress tolerance
• Analysing Problems and providing Solutions
• Structured Approach
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
• Good negotiating skills
• Strong sales and marketing experience

Deadline:6th January,2026

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Job description:

• To provide underwriting & Claims assistance to the Advisers. The position will focus on commercial and personal Lines.

Responsibilities:

• Client face to face meetings if necessary, at the Office
• Liasing and providing feedback to clients of underwriting progress.
• Handling client queries
• Recording details and information on relevant systems
• Building and maintaining good working relationships with clients and internal stakeholders
• Bridging the gap between the office and insurance companies
• Maintaining a good working relationship with insurers
• Reporting
• Understanding policy wording and various products
• Relevant work experience in short term insurance – Commercial and personal lines
• Claims processing

Minimum Requirements:

• Grade 12/Matric
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
• NQF Level 4 Certificate in Short term insurance
• Regulatory examination RE5 successfully completed
• Minimum 3+ Years Claims and Underwriting experience with Commercial and Personal Lines
• Must have own transport/be able to get to the office

Competencies Required:

• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills.
• Strong work ethic, able to work with high volumes of pressure
• Highly focused client with good interpersonal skills. (Customer Service)
• Teamwork

Deadline:9th January,2026

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 Job description:

• The successful candidate will be responsible for administration & interacting with clients by managing relationships and providing client services. You will ensure new business implementation, reception duties and excellent office administrative skills.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between Wealth Adviser and Clients
• Prepare investment review appointments
• Maintain CRM system
• Process client queries and instructions
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies

Minimum requirements:

• BCom or Finance related degree
• 5 Years relevant wealth administration experience
• Strong administrative skills
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Team player

Deadline:31st December,2025

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Job description:

• This role requires a short-term specialist in the Financial Services environment with in-depth experience on personal lines and commercial lines including specialist classes. It is based in our Technical Adviser Support team. The role is overall responsible to support a large network of advisers with complex advice related matters in PSG Insure. This includes working closely with product providers ensuring that our product suite remain competitive.

Responsibilities

• Subject matter expert and manager of the large case review process including presenting the case and findings to senior management
• On an ongoing basis, evaluate, review and improve large case process
• Subject matter expert on technical product and advice matters including but not limited to adviser focused meetings and relevant technical/distribution committees
• Working with cross-functional teams on strategic distribution projects where Insure SME’s are required
• Assist with the provision of content to technical adviser support team (Technical Advisory Services) and marketing in relation to advice and distribution activities.
• Draft, review and sign-off communication for marketing purposes in relation to advice and distribution activities.
• Collaborating with cross-divisional teams on product and product provider due diligences.
• Provide ongoing technical advisory support to advisers and distribution teams (proactive and reactive)
• Draft of communication on technical topics e.g. Take notes and Advice for Advisers
• Represent Technical Advisory Services as Insure Product expert on Technical Advisory Services and non-Technical Advisory Services related committees
• Research on ad hoc projects
• Effective management of direct reporting staff
• Responsible for facilitation of Technical Training on Personal and Commercial Lines for the Advisor Development Programme

Minimum Requirements:

• NQF5 in Short-term insurance or relevant short-term insurance qualification
• 7+ years’ experience in personal and commercial lines with exposure to underwriting and claims processes
• Knowledge of short-term insurance products
• Experience engaging at an EXCO/Senior Management level
• Exposure to working directly with financial advisers

Competencies:

• Ability to clearly explain and define complex business requirements
• Excellent verbal and written communication skills
• Excellent management and leadership skills
• Strong interpersonal and relationship building skills
• Proven ability to identify, assess and solve problems
• Highly adaptable and resilient
• High emotional intelligence
• Teamwork
• Ability to influence and negotiate
• Good presentation skills

Deadline:10th January,2026

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Responsibilities:

• Ensure the most effective Flights and accommodation rates for sales team and others on request
• Quality of Telephonic Enquiry Management and accuracy of call routing and messages
• Accuracy of correspondence and admin, meeting all deadlines
• Ensure timeous and accurate delivery on printing and delivery requests
• Manage diaries of sales team, book appointments timeously and manage boardroom bookings
• Management of all sales related events - invitation process, coordination of events, travel post event feedback
• Sales related reporting - coordination, collating and accuracy
• Management of expenses and reporting thereof
• Maintain Internal/external stakeholder relationships
• Quality and effectiveness of handling internal/external calls and enquiries
• Support to other departments - Distribution, Marketing, Multi Management, Securities, PSG Asset Management
• Effective and personable liaison with Sales and Marketing Team and other departments
• General filing and correspondence
• Assist with mailing, faxing, copying, filing and distributing of documents in a prompt, clear and confidential manner
• Follow up on outstanding tasks
• Typing of documents
• Assist with data capturing from time to time
• Management and updating Attendance register

Minimum requirements:

• A relevant tertiary qualification is essential – Bachelor’s Degree/National Diploma/Relevant Professional Qualification
• 2-4 years’ experience as a Personal Assistant
• Work experience in Financial Services
• Strong communication skills including verbal, written, and listening skills

Skills/ Competencies:

• Communication skills
• Ability to assess and identify enquiries/problems and offer solutions
• Resilience
• Work under pressure
• Shows initiative
• Reliability, accuracy and punctuality
• Teamwork
• Interpersonal skills
• Goal and deadline driven

Deadline:2nd January,2026

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Job description:

• We require a Paraplanner to provide an efficient administrative support function to a Wealth Adviser. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. 

Responsibilities:

• Financial Planning support
• Writing of Quarterly Investment Reports
• Customer Relationship Management
• Newsletters
• Fund Research
• Equity Research
• Share Trading
• Compose & Analyse Client reports
• Quantitative analysis on equities and funds
• Qualitative analysis on funds and due diligence reports on funds.
• Discuss market circumstances with clients and bearing on their investment decisions
• Analyse risk reports
• Review brokerage earned
• Communication with clients (verbal and written)
• Planning and strategizing
• Client and broker meetings
• Writing monthly business reports
• Execute client orders
• Client Cash management

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
• CFA / CFP / Postgraduate Diploma in Financial Planning (Advantageous)
• 2 - 3 years relevant paraplanning / financial analysis experience within a financial services environment
• Valid driver’s license and own vehicle
• Computer literacy (MS Office)

Skill-Set Required:

• Numerical skills
• Interpersonal skills
• Communication skills (Verbal & Written)
• Attention to detail
• Problem solving
• Industry Specific knowledge
• Analytical skills
• Lateral thinking
• Leadership skills
• A Passion for trading and the ability to work hard
• Positive Attitude
• Integrity
• Good People skills
• Work individually and in a team

Deadline:2nd January,2026

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Job description:

• The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.

Responsibilities:

• Interaction with clients (management of relationships and providing client services)
• Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
• Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
• Processing client queries and instructions
• Administering all Investment and risk products
• Maintaining CRM system
• Preparing and distributing Tax statements as well as monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships

Minimum requirements:

• Matric
• Relevant BCom Degree in Financial Planning / Investment Management
• 1- 2 years’ relevant work experience within the financial services industry
• Proficient in English, both spoken and written and one other official South African language
• Computer literacy (MS Office – Advanced MS Excel)
• Postgraduate Diploma in Financial Planning (Advantageous)
• CFP Qualification (Advantageous)

Competencies required:

• Ability to work as part of a team
• Attention to detail
• Be able to work under pressure
• Reliable
• High communication skills (verbal & written)
• Willingness to learn and take instruction
• Time management
• Open to engaging with clients

Deadline:5th  January,2026

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Job description:

• To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business.

Responsibilities:

• Liaising with clients
• Preparing quotations for new and existing clients
• Issuing new policies, renewals and endorsements
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems

Minimum requirements:

• Completed NQF4/5 Short Term Insurance Certificate (specific) or BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management/Economics) - essential
• No experience, or less than 2 years’ experience in the financial services industry
• Proficient in both spoken and written English and Proficient in both spoken and written English, and at least one other of the official South African languages

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Time Management skills
• Problem solving
• Attention to detail
• Team player

Deadline:10th January,2026

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Job description:

• To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business.

Responsibilities:

• Liaising with clients
• Preparing quotations for new and existing clients
• Issuing new policies, renewals and endorsements
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems

Minimum requirements:

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics) / NQF4 Short Term Insurance
• Proficient in both spoken and written English and at least one other official South African language
• 0-2 Years experience in the financial services industry
• Claims and Underwriting experience – First Notice of Loss (Advantageous)
• Strong technical and administrative skills

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Time Management skills
• Problem solving
• Attention to detail
• Team player

Deadline:30th December,2025

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Job description:

• To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business.

Responsibilities:

• Liaising with clients
• Preparing quotations for new and existing clients
• Issuing new policies, renewals and endorsements
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems

Minimum requirements:

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management)  or BCom (Economics) / NQF4/5 Short Term Insurance
• No more than 2 Years experience in the financial services industry

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Time Management skills
• Problem solving
• Attention to detail
• Team player

Deadline:5th January,2026