Active Job Openings at PPS

Education: 

• An appropriate bachelor's degree in (BSc, Mathematics, Computer Science, Statistics or any other relevant field).
• SQL and Power BI certifications are advantageous. 

Experience: 

• 3-5 years in Data Analyst role especially in the insurance industry.
• 3-5 years of experience extracting and aggregating data from large relational databases, data mining and predictive modelling.
• 3–5 years of experience developing data visualization solutions to support users understanding of results.
• 3-5 years of proven experience as a Data Analyst in the Insurance industry.
• Advanced skills in SQL.
• Excellent communication skills and the ability to present complex findings clearly and understandably.
• Strong attention to detail and a commitment to delivering high-quality, accurate analyses.
• Proven experience in Power BI and reporting tools.
•  Previous experience in a similar role within the data model operations.
• Data modelling experience.
• Comfortable in mapping business questions to data problems.
• Proven experience in stakeholder management, acting as a business partner across different areas.
• Strong experience in ETL.

Knowledge & Skills:

• Advanced working SQL knowledge and relational databases, query authoring (SQL) as well as working familiarity with a variety of databases, technologies, languages and visualisation engines (Power BI, Tableau, etc).
• Knowledge of a variety of data mining/data analysis methods, using a variety of data tools, building and implementing models, using/creating algorithms and creating/running simulations.
• Knowledge of data visualisation and ways to best convey messages to different audiences using qualitative and quantitative insights.

Competencies: 

• Strong Data Management Skills.
• Decisiveness.
• Strong innovative flair .
• Project management skills.
• Conceptual skills.
• Systems thinking.
• Effective communication.
• Results Oriented

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Minimum Requirements

Formal Qualifications:

• Matric (Grade 12).

Experience and Knowledge:

• At least 2 years of experience in the Financial Services or Life Assurance industry in an administrator role.
• Basic knowledge of the Life Assurance or Financial Services industry.

Computer Literacy:

• MS Office package, particularly, Internet, Outlook, and Excel.

Interpersonal and Intrapersonal Skills:

• Careful.
• Helpful.
• Conscientious.
• Consistent.
• Responsive.
• Client service orientation
• Target-driven

Duties and Responsibilities

Main duties and responsibilities:

• Upload and follow up on the following queries: premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, change of details, claims, etc.
• Check and capture applications:
• Within 4 hours of being received.
• With a 95% accuracy level.
• Support functions include performing daily routine procedures.
• Monitor incompletes and service requests and communicate outstanding applications and Aftersales Service requests started.
• Communicate outstanding requirements after the request has been uploaded.
• Complete an annual assessment on appropriate systems.
• Provide administrative backing to the Life Specialists and directly to intermediaries.
• Provide quotations and statements of benefits to intermediaries.
• Take ownership of service level standards and ensure they are achieved consistently.
• Assist the Life Specialists in organising broker workshops.
• Ordering necessary forms and brochures for the office when needed.

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Minimum Requirements

Formal Qualifications:

• A relevant Bachelors degree or equivalent qualification is required
• CFP would be advantageous
• South African driver’s license and must have own transport

Experience and Knowledge:

• Insurance industry-related knowledge and experience would be advantageous
• Knowledge of the PPS product range and PPS membership would be an advantage

Computer Literacy:

• Computer Literate (MS Office Package)

Interpersonal and Intrapersonal Skills:

• Relating to customers within a diverse market
• Communication in writing.
• Communicating orally with good presentation skills.
• Quality orientated.
• Reliable.
• Customer focussed.
• Resilient
• Results driven.

Duties and Responsibilities

• Have a very focused approach toward becoming a professional Financial Planner.
• Host financial workshops for students and young professionals.
• Educate existing clients on sound financial principles.
• Guide students and young professionals to make the correct financial choices from the start.
• Liaise with a PPS Marketing Specialist on all marketing activities and workshops on campus.
• Make appointments with existing PPS student members to discuss the PPS student product range and benefits.
• Build a client base by selling the PPS student product range to PPS student members.
• Adhere to the regulation and compliance process of the financial industry. 
• Stay up to date and excel in terms of qualifications and knowledge of the financial industry.
• Must be willing to be mentored and trained by experienced managers in this newly developed model. 

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Minimum Requirements

Qualifications:

• RE 5.
• Insurance qualification (IISA).

Experience:

• > 5 years personal lines insurance and policy administration experience.

Knowledge:

• Sound / in-depth skill and knowledge in personal lines insurance and practise.
• Basic understanding of regulatory requirements and adherence there too (FAIS, TCF etc).

Skills:

• Ability to provide alternate cover structures where required.
• Ability to interact with brokers and or clients  as the case may be verbally and in writing.
• Ability to manage and administer personal lines  portfolio’s as follows:
• Accurately, efficiently and  in accordance with broker requirements.
• Within business process standards.
• Within the business underwriting (including reinsurance) and  regulatory framework
• Computer literacy.
• Policy management system (WebSure)
• MS Office
• Internal systems

Duties and Responsibilities

• Build,  manage and maintain broker/ client  relationships.
• Execution of amendments accurately, efficiently and speedily in accordance with broker / client  requirements.
• Presentation of subsequent premium and cover changes where appropriate.
• 1st time resolution.
• Renewals.
• Portfolio review.
• Updates / adjustments where appropriate and required.
• Retention and measurement thereof.
• Administration of unmet premiums.
• Cancellations.
• Broker/client complaints handling and resolution including regular feed-back.
• Adherence to regulatory, reinsurance, limits and terms, business and underwriting framework and process.
• Drive organic growth.
• Monitor and ensure retention.
• Upsell/cross sell.

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Minimum Requirements

Qualifications and Experience: 

• Matric.
• 120 FAIS credits.
• RE qualification.
• Minimum 3 years’ experience in short term insurance sales.
• Call centre experience.
• Outbound experience.
• Broker relationships experience.

Knowledge and Skills:

• Knowledge and understanding of the dynamics of the graduate professional client market.
• Knowledge of best practice in Short Term.
• Technical knowledge of Short-Term insurance products. 
• Working knowledge of TCF and the need for consistency in advice and service delivery across the channel to mitigate against reputational risk. 

Competencies:

• Sales driven.
• The ability sell and to achieve targets.
• Negotiation skills.
• Client consulting skills.
• Excellent interpersonal communication skills.
• Be able to handle a pressurised environment.
• Be reliable and independent.
• Be flexible and accommodating of change.

Duties and Responsibilities

• Contact short term insurance brokers and clients to assist with short term insurance quotes.
• Compare quotations to existing insurance held.
• Follow up continuously on all leads and quotes.
• Record reasons and feedback for all leads and quotes.
• Achieve sales targets.
• Achieve premium written targets.
• Achieve conversion ratio - quotes to sales in accordance with agreed targets.
• Achieve quote ratio’s .
• Build a positive and professional image of PPS.
• Dealing with sales telephone enquiries on all new direct short-term insurance quotes.
• Achievement of sales targets and objectives.
• Update/enter call outcome information on system for later follow-up or closure .
• Keep abreast of developments and trends in the industry – self learning.
• Ensure commitment to the FAIS fit and proper qualification requirements 

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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

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Minimum Requirements

Qualifications

• Newly qualified CA(SA)
• 0 – 3 years’ post articles experience

Knowledge & Experience

• Knowledge of the insurance industry an advantage.
• Good accounting knowledge and proven track record.
• Exposure to IFRS 17 an advantage.

Strategic Orientation: 

• This role gives good exposure on understanding the IAA operational accounting system and insurance related transactions. 
• Relationship building with various business departments (Mainly IT, Operations and Actuarial).
• Insight into key drivers of the business’s most crucial numbers. 
• Responsible for preparation of General Ledger items and reconciliation.

Communication:

• Is articulate and communicates in a logical way and structures information to meet the needs and understanding of intended audiences, including senior management/executives
• Expresses opinions, information and key points of view clearly and assertively
• Is confident in conceptualising, building and presenting plans  related to presentations
• Anticipates and responds promptly and appropriately to the needs, reactions and feedback of various  stakeholders internally and externally

Commercial Acumen:

• Able to prioritise and work under pressure.
• Able to meet strict deadlines.
• Ability to gain an understanding of the various group companies, analyse reports / data, and ask informed questions. 
• Managing process and people to meet strategic objectives.

Computer Literacy:

• Is adept in the use of the latest MS Office package, particularly Excel, Word and Power-point.
• Exposure to various software solutions.  
• Knowledge of CPM and Great Plains an advantage.

Interpersonal and Intrapersonal Skills:

• Confident.
• Self-starter.
• Persuasive and influentia.l
• Good project management skills.
• Good networking skills.
• Good at multi-tasking.
• Good presentation skills.
• Manages expectations.
• Self-aware.
• Professional.
• Responsible & accountable.
• Attention to detail.
• Hard working.
• A person who delivers.

Duties and Responsibilities

Key Responsibilities

Processing

• Analyse the monthly IAA trial balance for unusual movements, query and follow through with Operational finance. Importing the IAA Trial balance into the General Ledger system
• Processing additional monthly standard journals received from Operational Accounts department as well as other Group finance journals, as required.
• Managing deliverables including analysis of key reports from Operational Accounts Department
• Implementation of new accounts and financial processes for new products and changes in operations

Reconciling

• Reconciling all IAA trial balance accounts to the general ledger
• Reconciling Premiums, Claims, Reinsurance and Commissions schedules to the trial balance

Financial Reporting

• Provide management and PPS Board with accurate information and value-added commentary for month end and year end reporting.
• Investigate and explain variances to budget on all key numbers.
• Performance of the monthly profit allocation calculation

Budgeting

• Preparing all IAA related Income and Expense budgets
• Preparing budget presentations for Exco and Board budget meetings with value added commentary on all variances.

Statutory reporting

• Assist and prepare financial information for the annual financial statements.
• Attending to Audit queries
• Preparation of the year-end profit allocation calculation

Business related issues

• Respond to queries from business timeously.

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Minimum Requirements    

Qualification:

• BCom Finance or commerce.
• Post Graduate Diploma in Financial Planning
• CFP® professional designation
• Successful completion of RE representative exams
• Fully fit and Proper

Experience:

• 3 - 5 years in a Financial Planning environment
• Evidence of sales success
• Third party marketing experience strongly advantageous.
• Technical understand of two following disciplines:
• Risk and Estate planning exposure.
• Investment and retirement planning.
• Holistic financial planning.
• Business planning.

Competencies:

• Proficient in MS Office.
• Experience using a CRM system is preferable.
• Experience using financial planning software preferable.
• Working knowledge of the relevant reporting regulations.

Interpersonal and Intrapersonal Skills:

• Ability to work independently and as part of a team.
• Proven problem solver with analytical and numerical skills, coupled with the ability to analyse and interpret statistical information.
• Strong commitment to excellence and high attention to detail/Accuracy.
• Time management.
• Excellent communication skills – verbal and written.
• Must be client centric.
• High degree of professionalism.
• Strong organisational skills with the ability to multi-task and work under pressure.
• Ability to function independently & pro-actively.

Duties and Responsibilities    

• Assist the Financial Planning Specialists in providing technical advice to clients, with an emphasis on financial planning.
• Assess clients’ financial circumstances in terms of holistic financial analysis.
• Prepare financial proposals using financial planning software tools to support the development of each client’s financial strategy.
• Conduct research and analysis of products and services that are appropriate to each client’s financial circumstances, which may include planned fieldwork assignments of a Budgetary nature for clients in various industry sectors.
• Propose and draft financial solutions that meet each client’s goals, needs and objectives.
• Work independently to facilitate an efficient support services process.
• Build solid working relationships with the Advisors and various Specialist Support Services teams to achieve results.
• Support the on-going relationship between the Financial Planning Specialists, Financial Advisors, and the clients by assessing the client’s changing financial priorities.
• Collaborate with colleagues and industry specialists to formulate practical advice.
• To analyse complex issues for planners such as complex estates with offshore assets, trusts, complex tax issues etc.
• To do research on complex topics. E.g. foreign tax protocols for clients with Global portfolios.
• To help build solutions from a specialist perspective. E.g. complex estates, wills etc.
• Test different scenarios and give recommendations on specific issues.
• To be client facing when required and provide in-depth discussion/knowledge.
• Ability to work independently and as part of a team.

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Minimum Requirements

Formal Qualifications:

• LLB Degree or equivalent qualification
• Matric

Experience :

• Atleast 5 years’ experience as Legal Adviser in the long-term and/or short-term insurance industry or in dispute resolution.
• Knowledge of PPS products essential.

Duties and Responsibilities

Key Responsibilities:

• Case Management of Complaints
•  Effectively manage complaint or appeal cases from initiation, through investigation to finalisation.
• Work across organisational boundaries in securing appropriate stakeholders support within agreed timelines.
• Identify the issues that form the subject of the complaint or appeal and the information required to resolve the identified issues.
• Apply extensive knowledge of PPS processes to determine if PPS has dealt with the complaint efficiently and effectively.
• Apply extensive knowledge of the PPS Provider Policy to cases to ensure that complaints are resolved in accordance with applicable contractual terms.
• Apply due weight to considerations of equity to ensure that complainants are dealt with fairly.
• Apply relevant legal principles to the facts.
• Submit determinations within a reasonable time and manage complainant expectations across the complaint journey.

Draft quality determinations where:

• The main issues are comprehensively and clearly articulated.
• The writing style and language used is appropriate.
• The format and order of arguments is well organised.
• Identify systemic issues or themes emerging from complaints where appeals are found partially or wholly in favour of complainants or where compensation is awarded.

Office and People Support

•  Attend weekly meetings with office staff to discuss cases and general issues of importance.
• Promote the sharing of ideas within the team to support consistency of approach.
• Develop the skills of employees by exposing them to cases, reviewing responses and providing technical guidance.
• Build and maintain team cohesion and effectiveness.
• Record and submit key case indicators to the Internal Arbitrator Specialists to facilitate effective analysis of data and reporting on complaint categories and performance.

Relationship Building and Communication   

•  Collaborate effectively across business areas to achieve business objectives.
• Maintain effective relationships with staff of the NFO.
• Build and maintain relationships with PPS stakeholders across subsidiaries.
• Successfully leverage established relationships within PPS, systems, and process knowledge in order to initiate, conduct and finalise independent investigations.

Risk and compliance

• Remain updated and informed on related regulations and legislation (FAIS, POPIA, LTIA, STIA, PPR and TCF etc.)
• Manage complaints and appeals in line with applicable contractual terms and legal principles.
• Manage complaints and appeals in line with PPS internal policies and procedures.