Job Openings at PSG Konsult Ltd

Job description:

PSG is actively recruiting for a Cash Manager Administrator. Your responsibility will be to provide an effective and efficient service delivery of all Cash Management related activities to our clients.  This will provide an exciting and challenging career opportunity for someone who can work in a high pressure, deadline driven environment.

Responsibilities:

• Transacting on the online cash management system on a daily basis
• Client interaction to receive instructions and to obtain outstanding information
• Uploading of payment instructions
• Recording of day to day financial transactions
• Communication to clients regarding funds received and funds paid
• Investigating rejected and unpaid payments
• Managing clients’ cash investments to ensure they receive the best rates
• Opening of new client bank accounts
• Ensuring compliance with the relevant regulations
• Emailing of statements, income tax certificates and account confirmations
• Drafting of monthly rates newsletter
• Calculation of referral commission
• Assisting with company projects from time to time

Minimum requirements:

• Bookkeeping/Banking/Industry related experience of at least 2 years
• Advanced proficiency in Excel
• Must be fully bilingual – Afrikaans and English
• Understanding of commissions in the insurance and financial industries will be an advantage
• Contactable references

Skills Required:

• Advance Excel : 2 to 4 years

 Competencies required:

• Very strong numerical and analytical skills
• Deadline driven
• Good verbal and written communication skills in both English and Afrikaans
• Time management skills

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Responsibilities:

• Timeous opening and closing of reception and switchboard
• Timeous and correct transferring of calls
• Timeous distribution of correspondence to colleagues
• Meeting deadlines timeously on specific tasks
• Timeous and correct delivery of messages
• Relay information to reception relievers
• Attending to client/staff enquiries timeously and accurately
• Continuously ensure professional telephone etiquette
• Assist with Adhoc tasks as and when required
• Apply knowledge of Company structure and departments
• General administrative duties, such as filing, typing, scanning, e-mailing etc.

Minimum requirements:

• Minimum qualification: Matric
• Time management skills
• Punctuality
• Detail orientated
• Communication skills (oral and written: Minimum requirement: English and Afrikaans)
• Organization and planning
• Interpersonal skills
• Integrity
• Promote Positive team dynamic
• Computer skills (Excel, Word and PowerPoint)

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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
• 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
• Arrange appointments with clients or prospects on behalf of Adviser

Client administration:

• Ensure adequate knowledge of product provider websites and contact numbers
• Uploading and updating client information
• Produce any documents or correspondence as required
• 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 (MyPractice)
• Submit and follow through of new applications or changes

Minimum requirements:

• Grade 12
• 2 - 3 years administration or receptionist experience
• Proficient in both spoken and written English and Afrikaans
• Own transport
• Excellent computer literacy and knowledge of MS Office – Excel and Word

Competencies required:

• Time management
• Teamwork
• Organising and planning
• Presentable
• Client service orientation
• Attention to detail

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Job description:

The Adviser Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.

Responsibilities:

• General admin work and adviser’s direct assistant.
• Manage General Administration
• Offer assistance to the Adviser General administrative duties
• Prepare client files
• Process client queries and instructions
• Administer all products
• Able to navigate and assist clients on CRM systems

Minimum requirements:

• Grade 12 qualification
• RE 5
• Certificate in Short-Term Insurance (150 Credits)
• DOFA Confirmation
• 10+ years relevant work experience within the short-term insurance industry
• Minimum 5 years in commercial lines short-term insurance
• Proficient in both spoken and written Afrikaans and English
• Computer literacy (MS Outlook, Excel, and Word)

Competencies required:

• Efficient and accurate
• Teamwork
• Great multi-tasker
• Organising and planning
• Perform well under pressure
• Client service orientation
• Person with integrity
• Good communication skills
• Trustworthy
• Attention to detail

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Job description:

To provide underwriting assistance to the Adviser and manage the claims process from start to finish.

Responsibilities:

• Liaising with and providing feedback to clients
• Handling client queries
• Claims Management – the daily claims process from capturing received claims to processing and closing claims
• Building and maintaining good working relationships with clients and internal stakeholders
• Bridging the gap between the office and insurance companies
• 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) (Advantageous)
• RE5 (Advantageous)
• 5 – 8 years claims management experience

Competencies:

• Good verbal and written communication skills (Afrikaans and English)
• 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

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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:

• Organize couriers
• Attend to client follow up calls when required in relation to seminar and function attendance.
• Month end statements / update of programme for book report (commission statements)
• General origination of both offices (Melkbosstrand / Rustenburg) – IT ext
• Appointments with broker consultants and communication
• Petty Cash
• Meetings with Regional manager
• Retention of business

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

Minimum requirements:

• Entry level qualification equivalent to Grade 12 / NQF4 qualification
• 2 – 3 years’ experience as a receptionist
• Excellent computer literacy and knowledge of MS Office – Excel, Word
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Knowledge of Insurance (Life and Investments)

Competencies:

• Client services and telephone etiquette
• Team-player
• Time management skills
• Customer service attitude

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Job description:

The role is required to provide a value-added HR service to both management and employees of the Distribution Insure Business Unit. The successful incumbent must be able to translate business needs into HR deliverables.

Responsibilities:

• Provide on-going HR support and business partnering, focusing on achieving business objectives by leveraging the HR agenda
• Align Group HR requirements with the business unit
• Implement HR projects designed for the business unit
• Provide recruitment and selection support on all levels
• Provide employee relations support for the business unit
• Provide HR consultation on all HR business partnering components on the HR value proposition, including retention management.

Minimum requirements:

• National Diploma / Degree in HR Management / Industrial Psychology
• 3+ years relevant HR experience
• Relevant knowledge, skills and experience in HR business partnering within the financial services industry
• Sound knowledge of BCEA, EE, LRA, OHSA
• Computer literacy (MS Office – Advanced Excel skills)

Competencies required:

• Analytical skills
• Problem solving
• Resilience
• Relationship building
• Teamwork
• Ability to influence and negotiate

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Job description:

The position is a combination of an administration support, data capture, query resolution processes, client liaison and general office support. 

Responsibilities:

• Generate and follow up iComply documentation and update CRM
• Capturing of:
  • Monthly billing statements
  • Suspensions and reinstatements (including SMS communication to members)
• Gap claim requirements were not submitted by PSG
• Weekly checking of the Discovery website on addition of dependant requirements
• Assist Support Centre Consultants where and when required
• Backup for Support and Admin Centre staff
• Resolve complex medical aid claims
• Follow up and investigate returned postal and other communication and update data base accordingly
• Attend to specific client servicing needs
• Assist with special Client and Practice related projects, where required
• Assist with Wellness Days where required
• Perform any other additional duties or responsibilities, which reasonably fall within the ambit of the job description, or in accordance with operational requirements of the business

Minimum requirements:

• RE5
• Grade 12 / NQF4 qualification
• 2 years relevant healthcare work experience within the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

• Client centricity
• Communication skills
• Attention to detail
• Team player

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Responsibilities:

• 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

Competencies required:

• Analytical skills
• Communication skills (verbal & written)
• Attention to detail
• Client relationship management

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Job description:

The Regional Manager will be responsible to manage, oversee and influence  allocated short-term insurance offices.  The Regional Manager is responsible for business growth and to determine and implement marketing strategies, plans, and tactics to increase market share. The Regional Manager is furthermore responsible to recruit and assist in the establishment of short-term insurance Advisors and fulfil the duties of a Key Individual (KI).

Responsibilities:

• Execution of the Distribution Business Strategy
• Recruitment and vesting of short-term financial advisors
• Drive the profitability of the allocated branches(new and organic growth)
• Develop and maintain strong partnerships and networks with internal and external stakeholders
• Management of the advice, compliance, and risks of the branches in the allocated region
• Ensure adherence to financial services regulations and compliance standards
• Drive innovation, transformation, and business initiatives
• Financial Management (operational budgets and expenses)
• People management, which will include transformation, performance management, talent development, coaching and mentoring

Skill sets required:

• BCOM Financial Management or Business Management Qualification
• Fit and Proper in terms of the requirements of the Financial Services Board which will include the relevant Regulatory Examinations (Representatives and Key Individuals), as well as an NQF 4 Short Term Insurance qualification (or suitable alternative as recognised by the Financial Services Board)
• Management level experience within the financial services environment
• Management experience in the short-term insurance industry (preferably in a sales or distribution environment)
• Solid knowledge of the products, competitors, role players, instruments, markets, and drivers in the financial services industry (specifically the short-term insurance industry)
• Solid knowledge of the relevant compliance requirements and regulatory legislation
• Excellent verbal and written communications skills
• Excellent networking, negotiation, and conflict resolution skills
• Excellent mentoring, coaching, and motivation skills
• Financial Management and Business Acumen
• Strong Management and Leadership skills
• Risk, Sales, and Marketing principles
• Analytical and strategic thinker
• Highly adaptable, resilient and a team player