Employee Benefits Adviser Assistant

Employee Benefits Adviser Assistant
Irene, Pretoria

Company industry: Financial Services Job location: Irene, Pretoria

Career level: Junior Employment status: Full Time

Qualification: University Degree Years of experience: 1-2 years

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals,
we give preference to applicants from designated groups, and we encourage people with disability to apply.

Job description:
PSG has an exciting opportunity for an applicant who will be responsible for primarily performing the tasks that comprises of 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. You will be required to hold a moderate level of technical knowledge to perform the role. The role needs excellent relationship management, secretarial and administrative skills.

**Responsibilities**:

- Interact with clients (management of relationships and providing client services)
- Underwriting coordination
- New business implementation
- Prepare risk and investment quotes
- Prepare client files
- Process client queries and instructions
- Administer all products & processes, including claims and billing
- Coordinate prospecting projects
- Research product information
- Maintain CRM system

Minimum requirements:

- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment

Management or BCom (Economics)
- Regulatory Exam for Representatives passed
- At least 1-2 relevant work experience within the financial industry
- Excellent computer literacy and knowledge of MS Office - Excel, Word
- Proficient in both spoken and written English and at least one other of the official South African languages

Competencies required:

- Strong Administration, Organising and planning skills
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills and able to handle admin pressure
- Ability to operate independently
- Resilience

**Experience**:

- Financial Services: 3 years (required)

License/Certification:

- RE5 and BCom Degree (required)

Application Deadline: 2024/03/15