Service Consultant (HPI)

Job Advert Summary

The primary responsibility is the provision of administrative activities across PPS Health Professions Indemnity business processes to service members. Ensuring service standards are maintained and improved on for the growth and retention of business.

Minimum Requirements

Formal Qualifications

• An appropriate undergraduate degree (business, administration, risk, and compliance)
• Post-graduate qualification will be an advantage.

FAIS qualification and RE5 will be an advantage (requirement to obtain this once appointed)

Experience

• Appropriate experience in a client-facing role with adequate exposure to business processes
• Financial services experience will be an advantage

Duties and Responsibilities

Key Responsibilities

• Provide professional service to clients, advisers, internal and external stakeholders.
• Provide Financial Advice on products offered by PPS Health Professions Indemnity to members.
• Administration of all business processes.
• Database management – understanding and managing client information on behalf of PPS Health Professions Indemnity.
• Manage and submit invoices and expense claims.
• Diary management, travel, and calendar bookings.
• Assist in marketing and sales activities, including promotional events and campaigns.
• Filing, scanning, and ensuring proper record keeping.
• Prepare reports and presentations as needed.
• Ensure compliance with all relevant regulations and internal policies.
• Other ad-hoc activities or duties.

Computer Literacy

• Proficient in Microsoft Office suite.
• Experience with database management software.

Interpersonal and Intrapersonal Skills

• High work ethic, ability to work independently and productively without constant supervision.
• Passion for client service delivery.
• Effective office administration skills.
• Curious, focus on process improvement opportunities.
• Proven ability to handle multiple priorities simultaneously, with quality results.
• Excellent organisational skills, attention to detail, excellent written and oral communication skills.
• Team player, willing to get the job done.
• Problem-solving skills and ability to think critically.
• Strong interpersonal skills, capable of building relationships with clients and team members.
• Adaptability and willingness to learn new skills and technologies.

Additional Skills and Attributes

• Basic understanding of financial principles and risk management.
• Ability to work under pressure and meet deadlines.