Latest Jobs at PSG Konsult Ltd

Responsibilities:

• Supervision of workload of the team and allocation to team members to optimize service provision and administrative support across the hours of the contact centre
• Monitor and evaluate consultants´ activities and team operations
• Resolving internal and external queries from financial advisors and clients
• Communicating information regarding instructions, processes and procedures to advisors and clients
• Proactively retaining and attracting business by providing excellent service to advisors and clients
• Maintaining Monthly Attendance Record
• Maintaining Key Performance Activities (KPA)
• Performing and maintaining corrective actions where necessary to increase staff performance
• Panel-admin training of new staff
• Handling and resolving escalations, second call resolutions etc
• Drive bulk admin function communication (failed and unpaid annuities, advisor commission suspension etc)
• Identify opportunities and implement actions to streamline business processes
• Servicing and maintaining direct client and/or financial advisor base for Life and Investment Products
• Quality assurance of correspondence sent by the consultants telephonically or by email
• Online Enrolments
• Back up to team members where necessary
• Provide support to the Client Services Manager in the development and implementation of technology and systems to ensure the most effective use of new technology and opportunities.

Minimum requirements:

• Minimum qualification: Financial degree (NQF Level 7)
• Minimum of 2 year experience as a Team Leader in a Life/LISP Call Centre/Client Services environment
• Professional and friendly telephone manner
• Good understanding of mathematical calculations
• Take initiative
• Excellent time management skills
• Ability to multi-task and have good organisational capacity
• Problem solving skills
• Can work independently and as part of a team
• Apply sound judgement in query resolution
• Outcomes based training ability
• Natural leadership skills
• Detailed systems observation, attention to detail and solving arising problems.
• Ability to do performance calculations and reconciliations
• Approachable and supportive
• High ability to mediate and resolve dispute

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Responsibilities:

• Identify potential financial advisers as possible acquisitions
• Drive the appointment approval process engaging with all relevant stakeholders
• Drive strategic initiatives relating to acquisitions in partnership with regional managers
• Deliver on and continuously review the overall value proposition
• Assist with the vesting process of new acquisitions
• Ensure newly appointed advisers generate new business in line with targets.

Minimum requirements:

• Completed business qualification such as BCom, CA or CFP
• Experience in the analysis of financial information and / or valuation processes 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 including Advanced Excel)

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Responsibilities:

• Administration (filing, scanning, typing of correspondence) 
• Answering telephone/receiving clients 
• Interact, manage and provide effective client service 
• Prepare client files 
• Process client queries and instructions  
• Administer all products and general office administration 
• Intermediary Services 
• Assistant clients on policies and procedures 
• Maintain the CRM system 

Skill sets required:

• Grade 12/ Matric
• NQF Level 5 in Office Administration
• Computer literate (MS Outlook, Excel, and Word)
• 2-3 years relevant 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
• Good administration, organisation, and planning skills
• Able to handle admin pressure

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Responsibilities:

Administrative Support:

• Assist the Healthcare Account Executive with day-to-day administrative tasks related to employer groups.
• Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.

Client Relationship Management:

• Act as the first point of contact for employer groups and employees, addressing queries related to healthcare benefits.
• Schedule meetings, wellness events, and presentations with employer groups.
• Ensure timely responses to client inquiries, escalating complex issues to the Account Executive as needed.

Policy and Claims Management:

• Assist with onboarding new employees onto healthcare plans, including plan selection and member registration.
• Track and follow up on claims, amendments, and changes to group healthcare plans.
• Monitor new applications, additions, or changes in healthcare coverage and ensure timely processing.

Reporting and Data Management:

• Maintain a secure and organised database of client information, adhering to confidentiality and data protection protocols.

Collaboration and Coordination:

• Liaise with insurers, healthcare providers, and other third-party service providers to resolve issues and maintain effective working relationships.
• Support the Account Executive in developing and implementing client-specific healthcare strategies and solutions

Minimum requirements:

• Grade 12
•  NQF5 qualification and RE5
• 2-3 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)

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Responsibilities:

• Train advisers on the PSG Wealth Advice Process Digital Tool through in-person and virtual sessions (e.g., MS Teams).
• Part of the team that visit adviser offices during ongoing engagements to support digital adoption.
• Provide input on improvements and future development of the advice process.
• Drive enhancements of the digital tool, from planning through to implementation.
• Assist with development of simple, visually engaging presentations to explain complex advice concepts and tool functionality.
• Offer technical support to advisers, colleagues, and regional distribution teams regarding system-related queries.
• Must be able to interpret a financial needs analysis and cashflow results in digital financial planning tools.
• Create training materials – written guides or video tutorials – for digital advice tools.
• Test new digital enhancements and development to ensure functionality and quality.
• Contribute to the standardisation of advice processes and supporting documentation.
• Collaborate with cross-functional teams to define development requirements based on business needs and use cases.
• Prepare regular communications, reports, and presentations for management and advisers on the six-step advice process and digital tools.

Minimum requirements:

• Qualification relating to Financial planning (CFP), Finance, Wealth management – completed or close to completion
• 2+ years industry experience - Financial planning/Wealth advice/Finance
• Proficient in both spoken and written English
• Willingness to travel from time to time within South Africa
• Computer literacy (MS Office), especially PowerPoint and Word
• Exposure to working directly with financial advisers would be advantageous

Recommended requirements:

• Exposure to advisers and/or advised clients will be advantageous.

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Responsibilities:

• Administrative support to the trading team
• Data collection for equity research reports. Should be comfortable with a Bloomberg terminal, Iress as well as Mornigstar to compile the necessary data to be used in equity research.
• MS Excel skills are essential as a large part of the program will require modelling and screening on excel. Administrative functions also requires the analysis and interpretation of large data sets.
• Assist with the performance reporting of client portfolios.
• Analysis of company results. You will receive a set of companies that you are required to cover both locally and offshore. A strong accounting background is an advantage.
• Customer Service
• Team management
• Administration
• Client Relationship Management
• Handling and solving of client enquiries
• Handling of new application and quotations
• Diary management

Minimum Requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning / Accounting / Financial Sciences or Investment Management or BCom (Economics)
• Proficient in both spoken and written English, and at least one other of the official South African languages
• RE5 exam (Advantageous)
• Completed JSE Registered Traders Exam complete (Advantageous)
• Computer literacy (MS Office)
• Enrolment in the CFA Program an advantage
• At least 1 – 2 year experience in an Investment Management/Equity Analyst related role

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Responsibilities:

• Develop the Broker base and build sound relationships
• Optimising underwriting performance at a policy and portfolio level
• Premium growth as per target
• Loss ratio as per target
• Manage underwriting process
• Underwriting risks
• Management of systems & processes
• Effective reporting monthly
• Business development (quotes, new business)
• Training & Development
• Quality control (commission, work, training, complaints and customer service)
• To assist in the handling of complex queries and complaints (admin & claims)
• Promotional/ Marketing / Special Events
• Assist in developing policy wordings

Skill sets required:

• FAIS Accredited / Compliant
• Relevant industry qualification (Full Short-Term qualification and RE 5)
• Excellent sales and relationship abilities
• Minimum 5 years’ experience in similar role
• Strong technical Short-term insurance knowledge
• Policy, product and systems knowledge
• Business orientated attitude and professionalism
• Communication skills
• Time and self-management
• Interpersonal skills
• Negotiating skills
• Client service driven

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Responsibilities:

• Develop the Broker base and build sound relationships
• Optimising underwriting performance at a policy and portfolio level
• Premium growth as per target
• Loss ratio as per target
• Manage underwriting process
• Underwriting risks
• Management of systems & processes
• Effective reporting monthly
• Business development (quotes, new business)
• Training & Development
• Quality control (commission, work, training, complaints and customer service)
• To assist in the handling of complex queries and complaints (admin & claims)
• Promotional/ Marketing / Special Events
• Assist in developing policy wordings

Skill sets required:

• FAIS Accredited / Compliant
• Relevant industry qualification (Full Short-Term qualification and RE 5)
• Excellent sales and relationship abilities
• Minimum 5 years’ experience in similar role
• Strong technical Short-term insurance knowledge
• Policy, product and systems knowledge
• Business orientated attitude and professionalism
• Communication skills
• Time and self-management
• Interpersonal skills
• Negotiating skills
• Client service driven

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Responsibilities:

• Drive innovation and business initiatives in the claim’s environment from a digital and automation perspective.
• Successful execution of Claims strategy
• Support the product development cycle (specifications on system), which will include maintenance and new product design on claims and claims automation.
• Support business to improve client journey.
• Develop user stories to develop and improve the policy administration system in the claims environment.
• Support as key person to set up claims modules which includes all steps such as reports, automation, and data requirements.
• Claims reporting to internal and external stakeholders and Investigate logs received from IT and departments to determine solutions.
• Assist Data team to build accurate reports by identifying trends, validate data to enable the business to manage portfolio profitable.

Skill sets required:

• Matric
• NQF4 Certificate in Short term insurance
• 3 years short term insurance experience
• Experience in short-term insurance claims environment.
• Policy administration system knowledge (UI and back-end)
• Proficient in both spoken and written English
• Insurance data interpretation skills

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Responsibilities:

• Application of underwriting policy
• Compiling quotations with suggested rate or pricing on behalf of broker consultant
• Manage administrative documentation (detailed records)
• Build and maintain good working relationships internal and external
• Recording details of transactions
• Handling broker queries verbal and written
• Ensure FAIS compliance
• Maintaining service level agreement deadlines
• Technical insurance knowledge input
• Administration of welcome packs to new brokers
• Organising of brokers consultants’ diaries
• Distribution of month end reporting

Skill sets required:

• FAIS Compliant (Commercial) & RE5
• Matric certificate
• Minimum of 3 years’ relevant commercial underwriting and/or sales support experience in the short-term insurance industry
• Technical Short-term insurance knowledge - Commercial
• Policy, product and systems knowledge
• Planning and organizing skills
• Problem solving and analysis
• Interpersonal skills
• Computer literate and excel skills
• Team player
• Good communication skills (verbal and written)

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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

Skill sets required:

• 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)
• DOFA confirmation from FSCA
• 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)

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Responsibilities:

Operational

• Management of client service team leaders and broader team while supporting the wealth business
• Active management of team service levels and maintaining daily targets
• Provide and oversee support to PSG Wealth clients and advisers on client queries, new business support and operational matters
• Capacity management of client service teams, ensure that there is adequate capacity to meet service levels
• Provide and oversee that operational daily team controls are conducted
• Serve as the key point of escalation and ensure that client needs are met while maintaining the highest standards of service quality
• Help support sales initiatives and create control functions to support processes
• Key support of the Wealth client services Target Operating Model (TOM) and service operations
• Steer the team to provide technical input as well as manage business testing
• Assist with resolving complex customer issues timely and provide effective solutions

People

• Performance management of team leader to achieve team targets
• Ensure that client service team are multi-skilled for funds and securities servicing and platform operations
• Effective management of training plans and ensure that indirect and direct reports are trained adequately at all times
• Execution of the Human Resource development management strategy to build depth in the team and improve staff retention
• Ensure compliance and regulatory mandatory training is completed
• Performance management of team leader to achieve targeted KPI scores
• Encourage and drive a culture of excellent client experience through collaboration, supportive challenge and teamwork

Governance

• Perform, monitor and review business unit metrics reporting for business requirements in accordance with business reporting structures
• Minimize operation risk incidents by adhering to the risk governance framework and implement effective controls
• Attend and support requirements for internal and external audits
• Participate in change meetings or release weekends to ensure that appropriate understanding, actions, testing and readiness to deliver and implement change
• Performance management of team leader to achieve team targets

Minimum requirements:

• BCom in Economics/Finance/Financial Management or related
• Financial Services experience
• Certificate in Financial Planning advantageous
• 4+ years Leadership/management experience
• 4+ years LISP platforms experience or similar investment administration environment
• In depth knowledge of different types of operational risks, systems and processes
• Experience in dealing or building relationships with advisers
• Extensive change management experience
• Strong understanding of risk/compliance policies and processes for a financial service business