Job Vacancies at PSG Konsult Ltd

Job Description: Account Executive - Healthcare

• This job description outlines the responsibilities, requirements, and expectations for both new and existing staff in the role of Account Executive: Healthcare. The role is focused on the strategic consulting, servicing, and day-to-day management of healthcare clients under the guidance of the Head of Healthcare.

Job Overview

• The Account Executive: Healthcare is primarily responsible for a portfolio of clients, providing strategic healthcare consulting, leading service delivery, and managing projects. The role includes direct interaction with clients, management of internal support teams, and strategic relationship building with healthcare providers and employer groups.

Responsibilities

Strategic Management of Clients

• Implement and manage healthcare strategies and projects within employer groups.
• Provide overall management of all corporate clients, including regular engagements.
• Propose strategies to mitigate risks, improve efficiencies, and leverage opportunities.
• Mentor and manage member and admin consultants, including providing training.
• Manage data, communication, and engagement with at least two healthcare providers on behalf of the team.
• Conduct detailed analysis of client benefits and make provider recommendations.
• Compile and present reports that demonstrate value delivery.
• Identify and pursue new business and cross-selling opportunities under the Head of Healthcare.
• Facilitate relationships between clients and healthcare providers.
• Support the Healthcare team with client-specific strategies and communications.
• Back up member and admin consultants when required.
• Present member renewals and conduct one-on-one sessions as needed.
• Provide face-to-face support for member/HR/Payroll queries.
• Present client inductions and support onboarding activities.
• Assist with onboarding of employees onto healthcare plans, including plan advice.
• Respond to escalated and complex client enquiries in a timely manner.

Client Relationship Management

• Liaise with insurers, healthcare providers, and third-party service providers to resolve issues.
• Build and manage relationships with HR and Payroll teams.
• Conduct training with HR on internal processes and procedures.
• Assist HR with queries related to billing and medical scheme benefits.

Compliance

• Maintain and update client records in compliance with regulatory standards.
• Ensure “fit and proper” status and timely completion of CPD requirements.
• Use approved ROAs and send to clients in line with compliance regulations.
• Maintain a sound understanding of the Medical Schemes Act and related legislation.
• Attend internal training to ensure up-to-date product and compliance knowledge.
• Ensure the admin system is used for recording all client interactions.
• Promote and explain complimentary products such as gap cover.

Reporting and Data Management

• Maintain accurate and compliant client records.
• Keep a secure and organised database of client data, adhering to confidentiality.
• Alert Senior Management of any client risks.

Minimum Requirements

• Grade 12
• NQF5 qualification and RE5 (post-graduate diploma or BCom is advantageous).
• 5–10 years of relevant healthcare experience in financial services.
• Proficiency in English and at least one other official South African language.
• Computer literacy (MS Office)
• Valid driver’s license and own vehicle.

Closing date:  01-May-2026

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Job description:

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

Responsibilities:

• Maintain and update the CRM systems (MyPractice / MyBase)
• General administration and compliance
• 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
• Handling claims
• Maintain compliant record of advice

Minimum requirements:

• Matric
• Completed NQF 4 Certificate in Short-Term Insurance
• Completed Re5
• 5-7 years short-term insurance experience

Competencies required:

• Proficient in both spoken and written English and one other official South African language
• Computer literacy (MS Office)
• Good verbal and written communication skills
• Strong administration skills
• Planning and organising skills
• Time management skills
• Highly client focused with good interpersonal skills

Closing date:  04-May-2026

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Job description:

• To provide office and administrative assistance to the Insure Adviser.

Responsibilities:

• Answering/redirecting all incoming calls and taking messages
• Arrange appointments with client or prospects on behalf of the Adviser
• Prepare prospective client files as needed
• General office management assistance
• Receive, direct and relay messages via phone/email
• Handle expenses
• Basic underwriting of short-term insurance policies
• Quotations for new and existing clients
• New policies, renewals, and endorsements
• General administration
• Receiving, distributing, and processing all incoming and outgoing mail
• Policy amendments
• Preparation of renewals

Minimum requirements:

• Grade 12
• RE 5 Certificate
• NQF 4 Short-term insurance certificate (150 Credits)
• 3 - 5 years’ relevant short-term insurance experience
• Underwriting and claims experience is beneficial
• Proficient in both spoken and written English and at least one other official South African language
• Computer literate (MS Office – Excel, Word and Outlook)

Competencies Required:

• Multitasking and time-management skills, with the ability to prioritize tasks
• Good telephone etiquette
• Professional attitude
• Ability to be resourceful and proactive when issues arise
• Good verbal and written communication skills
• Ability to work under pressure
• Excellent organisational skills
• Must be punctual

Closing date:  05-May-2026

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• The Technical Claims Consultant is responsible for coordinating and overseeing, managing and negotiating the settlement of the claim. The consultant is accountable for finalising the claim end-to-end and must have knowledge of Commercial and Personal lines products and be able to process motor as well as non-motor claims

Responsibilities:

• Register claims and appoint assessors
• Manage claims in terms of claims SLA
• Make decision regarding merit – indemnify or not
• Negotiate settlement
• Manage the salvage process (motor & non-motor salvage)
• Detection of fraud and management of fraudulent indicators
• Keep the operational system updated
• Provide thorough and timeous feedback to the relevant parties
• Complaint’s resolution

Minimum requirements:

• Matric
• NQF Level 4 – Full qualification (short-term insurance) as set by regulation
• Regulatory Examination Level 5 successfully completed
• Minimum 3 years’ claims handling experience (both commercial and personal lines)

Key Competencies:

• Good verbal and written communication skills
• Negotiation skills
• Client service driven
• Results & detailed orientated
• Interpersonal skills
• Team player
• Good time management skills (planning and organising)

Closing date:  01-May-2026

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Calling All Finance Graduates!

• Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG.
• Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential.
• Don’t just dream about your future in finance—make it happen with PSG Financial Services.
• Apply now and unlock your potential

What does the programme offer:

• Permanent employment
• An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
• On-the-job mentorship and training from established financial advisers
• Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.

Job description:

• The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Preparing of Client Reviews
• Preparing proposals and client reviews according to set template
• Data capturing
• 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
• Rebalance and maintain existing portfolios
• 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
• Deal with Employee Benefit Service Related Queries.
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies

Minimum requirements:

• Completed BCom Degree (Preferably majoring in Investment Planning/ Risk Management/Financial Planning or BCom Economics
• 0-2 Years experience (not more than 2 years) in the financial services industry

Competencies required:

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

Closing date:    30-Apr-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 or NQF 5 in Wealth Management
• 3- 5 years’ relevant administration of investments at a brokerage 
• Computer literacy (MS Office – Advanced MS Excel)

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

Closing date:  04-May-2026