Job Opportunities at PSG Konsult Ltd

Job description:

The Administrative 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:

• Interact, manage and provide effective client service
• Implement new business
• Prepare client files
• Process client queries and instructions
• Administer all products and general office administration
• Coordinate prospect projects
• Research product information
• Intermediary Services
• Assistant clients on polices and procedures
• Maintain the CRM system

Minimum requirements:

• Grade 12
• RE 5
• 3 – 5 years 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:

• Resilient
• Teamwork
• Organising and planning
• Client service orientation
• Attention to detail

go to method of application »

Job description:

The Adviser Admin 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 administrative duties
• Assist Broker with tasks
• Prepare client files
• Process client queries and instructions
• Administer all products
• Available to assist clients 24/7
• Able to navigate and assist clients on CRM systems

Minimum requirements:

• Grade 12 qualification
• RE 5 with Full Qualification / 150 FAIS Credits
• 5+ years relevant work experience within the short-term insurance industry
• Proficient in both spoken and written Afrikaans and English
• Computer literacy (MS Office)

Competencies required:

• Efficient and accurate
• Teamwork
• Great multi-tasker
• Organising and planning
• Perform well under pressure
• Client service orientation
• Attention to detail

go to method of application »

Job description:

To provide administrative assistance to the Short-term Adviser. 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:

• Reception of clients and incoming calls for 4 advisers
• Liaising with clients
• Preparing quotations for new and existing clients
• Preparing new policies, renewals and endorsements
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems
• Electronic filing / scanning and updating of client information for compliance purposes

Minimum requirements:

• Matric
• Short-term insurance administration experience is an advantage (But not required)
• Proficient in both Afrikaans and English
• Computer literacy (MS Office)

Competencies required:

• Good communication skills (Face-to-face and Telephonic)
• Highly client focused with strong interpersonal relationship skills
• Professionalism and resilient with a good level of stress tolerance
• Excellent administration ability
• Proactive planning and organisation skills
• Time management skills
• Ability to work and plan independently