Jobs at PSG Konsult Ltd

Job Description:

• As an HR Business Partner with short-term insurance experience, your primary role will be to support and collaborate with the HR department and business leaders to develop and implement effective HR strategies and policies. You will be responsible for providing expert advice and guidance on HR matters specific to the short-term insurance industry. Your essential focus areas will include talent acquisition, employee engagement, performance management, employee relations, and compliance. Through your contributions, you will help the organization build a high-performing culture and ensure the best utilization of human capital in alignment with business objectives.

Minimum requirements:

• Bachelor’s degree in human resources management, Business Administration, or a related field.
• Proven experience as an HR Business Partner or in a similar HR role within the short-term insurance industry.
• In-depth understanding of short-term insurance industry-specific HR practices, regulations, and challenges.
• Strong knowledge of employment laws and regulations governing the insurance sector.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to analyse HR data and provide insights to drive strategic decision-making.
• Strong problem-solving and conflict-resolution abilities

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Job description:

• To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration.

Responsibilities:

Office administration:

• Purchase/ order general supplies
• Petty Cash
• Organize couriers
• Attend to client follow up calls when required in relation to seminar and function attendance.
• Manage Adviser diaries

 Reception duties:

• Answering/redirecting all incoming calls, taking messages.
• Boardroom meeting reservations
• Meet and greet all clients and visitors to the office
• Make tea and coffee for clients
• Arrange appointments with clients or prospects on behalf of Adviser

 Client administration:

• Ensure adequate knowledge of product provider websites and contact numbers
• Produce any documents or correspondence as required by the Adviser, Para-Planner or Practice Manager
• Prepare prospective client files as needed
• Prepare and file new customer files as needed
• Generate investment statements/tax certificates as required
• Ensure all documents are loaded on the electronic system
• Submit and follow through of new applications or changes

 Other Responsibilities:

• Administration
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving of client enquiries
• Handling of new application and quotations
• Diary management
• Reporting of new business statistics
• Preparation of insure review appointments
• Maintaining CRM system
• Stand in for Compliance Assistant in her leave absence.

Minimum requirements:

• Matric
• 2 – 3 years’ experience as a receptionist
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office Word, Excel, Outlook)

Competencies required:

• Client service and telephone etiquette
• Team-player
• Time management
• Organising and planning
• Attention to detail and accuracy.
• Ability to function well under pressure

Closing date: 30 Aug 2023