Job Opportunities at PSG Konsult Ltd

Job description:

PSG has an exciting opportunity exciting opportunity for an applicant who will be responsible for Employee Benefit administration and client services.

• To deliver a professional and excellent quality of service to employers and members of retirement funds, in accordance with the service level agreements and annual strategic planning.
• To assist and support the employee benefits consulting team in providing professional, high-quality consulting and administrative services to clients to ensure client satisfaction, retention, and expansion.
• To ensure an effective employee benefits environment.
• To advise on escalated risk underwriting needs for clients

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 existing 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
   

go to method of application »

Job description:

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

Responsibilities:

• Liaising with clients.
• General administration.
• Preparing quotations for new and existing clients.
• Issuing new policies, and processing endorsements.
• Building and maintaining good working relationships with clients and internal stakeholders.
• Handle claims – register, collate documentation and follow up.
• Maintaining a good working relationship with insurers.
• Reporting on case and workflow progress.
• Understanding policy wording and various products.
• Obtaining updated client contact and static details and recording this on CRM.

Minimum Requirements:

• Matric
• Degree/NQF5 in Short Term Insurance
• Regulatory examination 1 (Representatives) RE5 will be advantageous
• Proficient on both spoken and written English, and at least one other of the official South African languages
• A minimum of 1 – 2 years working experience within the Insurance industry

Competencies:

• Good administration, organisation, and planning skills
• Good multi-tasking and time management skills
• Reliable, adaptable, and resilient
• Client-focused with good interpersonal skills
   

go to method of application »

Job description:

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

Responsibilities:

• Liaising with clients.
• General administration.
• Preparing quotations for new and existing clients.
• Issuing new policies, and processing endorsements.
• Building and maintaining good working relationships with clients and internal stakeholders.
• Handle claims – register, collate documentation and follow up.
• Maintaining a good working relationship with insurers.
• Reporting on case and workflow progress.
• Understanding policy wording and various products.
• Obtaining updated client contact and static details and recording this on CRM.

Minimum Requirements:

• Matric
• Degree/NQF5 in Short Term Insurance
• Regulatory examination 1 (Representatives) RE5 will be advantageous
• Proficient on both spoken and written English, and at least one other of the official South African languages
• A minimum of 1 – 2 years working experience within the Insurance industry

Competencies:

• Good administration, organisation, and planning skills
• Good multi-tasking and time management skills
• Reliable, adaptable, and resilient
• Client-focused with good interpersonal skills

go to method of application »

Job description:

• The Adviser Assistant is responsible for providing support to Financial Advisors, specifically focused on investment and retirement proposals, monthly portfolio reviews, client service, and processes, communicating with clients by phone and or email. The assistant will also be responsible for filing and updating the internal system

Responsibilities:

• Assist and support Adviser by dealing with client queries telephonically or by written correspondence as required.
• Gather policy information.
• Research product information.
• Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
• Provide ongoing feedback to clients.
• Prepare and implement investment/retirement proposals.
• Process new business applications (capturing and quality checking).
• Responsible for monthly reviews of client portfolios.
• Follow up on applications and instructions.
• Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
• Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios.
• Prepare cash flow analysis and retirement planning calculations.
• Prepare and distribute client communication.
• Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports.

Minimum Requirements:

• Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
• 1-2 Years experience in Financial Services Industry
• RE5 will be advantageous
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

• Well Presented and energetic
• Open to engaging with clients
• Analytical Skills
• Planning and Organising skills
• Prioritization
• Team player
• Problem-solving skills
• Good time management and deadline driven