Vacant Jobs at PSG Konsult Ltd

Job description:

• The Administrative Assistant is primarily responsible for performing after sales service 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 risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products
• Coordinate prospect projects
• Research product information
• Maintain the CRM system

Minimum Requirements:

• 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
• Good verbal and written communication skills (Afrikaans and English)
• Good administration, organisation, and planning skills
• Able to handle admin pressure

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Job description:

• The focus of the role is to provide a coordination function within the EB Practice. It will require the managing of various projects, overseeing of Employer meetings, benchmarking, information consolidation and reporting, etc.
• You will be required to hold a moderate level of technical knowledge to perform the role.
• Excellent relationship-, project management and administrative skills are required.

Responsibilities:

• Coordination of EB Projects
• Benchmarking
• Annual Manco meetings coordination, preparation of documents, minutes, coordination of action items arising from meeting
• Compiling and sending communication to Employers on Annual Rate Reviews
• Preparation of Presentations
• Underwriting coordination
• New business implementation coordination
• EB & Medical Aid new business quote requests and comparison compilation
• Research product information
• Maintain CRM system
• Ensure FICA and FAIS Compliance
• Diary Management and yearly planners
• Assist Advisors in any additional requirements

Minimum requirements:

• BCom General or B.Admin Degree
• 1– 2 years’ experience in the financial industry
• Employee Benefits experience (Advantageous)
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Advanced Excel knowledge

Competencies required:

• Passion for administration
• Attention to detail
• Excellent Communication skills
• Telephonic etiquette
• Strong administration, organising, prioritising and planning skills
• Strong work ethic, able to work with high volumes and under pressure
• Problem solver
• Integrity
• Resilient
• Time Management skills
• Teamwork
• Analytical thinking
• Ability to operate independently and take initiative

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Responsibilities:

• Manage and analyse all periodic financial reporting for applicable entities (including annual financial statements, board packs)
• Manage budget process for applicable entities
• Monitoring and forecasting of capital adequacy requirements
• Manage all relevant tax submissions
• Manage cash and investments processes to ensure optimal shareholder returns and manage capital requirements
• Effective employee management
• Develop, implement and maintain internal financial control system
• Developing relationships with both internal & external stakeholders

 Minimum requirements:

• CA (SA)
• Financial services experience in a similar environment and role
• Stockbroking experience (Advantageous)
• BDA experience (Advantageous)

 Competencies

• Problem Solving and Analysis
• Quality and detail orientated
• Leadership skills
• Good decision-making skills
• Deadline driven and ability to work under pressure
• Good communication and presentation skills
• Conflict management skills
• Ability to mentor team graduates

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Job description:

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

Responsibilities:

• Liaising with clients
• 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
• Client face to face meetings, if necessary, at the Office
• Liaising and providing feedback to clients of underwriting progress.
• Handling client queries
• Managing Claims
• Recording details and information on relevant systems
• Building and maintaining good working relationships with clients and internal stakeholders
• Bridging the gap between the office and insurance companies
• Maintaining a good working relationship with insurers
• Reporting
• Manage client retention
•  Understanding policy wording and various products

Minimum Requirements:

• Matric
• Relevant Bachelors Degree (BCom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) or BBA / BSc
• NQF in short term insurance and RE 5 (Advantageous)
• 0 – 2 years’ experience in Financial Services
•  Computer literacy (MS Office)

Skill sets required:

• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills.
• Strong work ethic, able to work with high volumes of pressure
• Highly client focused with good interpersonal skills (Customer Service)
• Teamwork

go to method of application »

Job description:

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

Responsibilities:

• Liaising with clients
• 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
• Client face to face meetings, if necessary, at the Office
• Liaising and providing feedback to clients of underwriting progress.
• Handling client queries
• Managing Claims
• Recording details and information on relevant systems
• Building and maintaining good working relationships with clients and internal stakeholders
• Bridging the gap between the office and insurance companies
• Maintaining a good working relationship with insurers
• Reporting
• Manage client retention
•  Understanding policy wording and various products

Minimum Requirements:

• Matric
• Relevant Bachelors Degree (BCom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) or BBA / BSc
• NQF in short term insurance and RE 5 (Advantageous)
• 0 – 2 years’ experience in Financial Services
•  Computer literacy (MS Office)

Skill sets required:

• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills.
• Strong work ethic, able to work with high volumes of pressure
• Highly client focused with good interpersonal skills (Customer Service)
• Teamwork