Administrative Assistant | Bethlehem, Free State : PSG Konsult

VACANCY | ADMINISTRATIVE ASSISTANT | BETHLEHEM, FREE STATE | PERMANENT

PSG’s 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:

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:

• Handling administration related to risk portfolios
• Handling administration related to medical aid and life insurance
• Handling switches
• Compliance management
• Monthly review schedules
• Life companies to facilitate quotes
• Interact, manage and provide effective client service
• Implement new business
• Prepare client files
• Process client queries and instructions
• Maintain the CRM system

Minimum Requirements:

• Matric Certificate
• RE 5 (Advantageous)
• NQF 5 Certificate in Wealth Management (Advantageous)
• 2 – 3 years experience with risk and medical aid services
• Computer literate (MS Outlook, Excel, Word, CRMs)

Competencies:

• Team player
• Attention to detail
• Professional email and phone etiquette
• Ability to work independently
• Initiative
• Adaptable and fast learner
• Good verbal and written communication skills
• Good administration, organisation, and planning skills
• Able to handle admin pressure

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 16 August 2024. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.