Current Vacancies at PPS

Job Purpose

• PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Direct Broker Consultant must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role.  The Direct Broker Consultant must be aware of and responsive to the needs and concerns of customers.       

Minimum Requirements    
Formal Qualifications

• Matric
• A three year or higher bachelor’s degree or national diploma
• A completed NQF 5 – Wealth Management or RFP 3 would be advantageous

Experience

• At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role

Knowledge

• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Duties and Responsibilities    

• Operating Level Requirements (Scope, Responsibilities, Skills and Attributes)

Scope

• Reporting to the Area Manager, the Direct Broker Consultant role involves business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base. 

Key Responsibilities

• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
• Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
• To plan, organise and control liaisons with intermediaries, their managers
• To ensure continuous improvement of service standards to clients.
• To ensure alignment to Treating Customers Fairly (TCF), in all business practices
• Computer Literacy
• MS Office package, particularly Internet, Outlook and Excel

Interpersonal and Intrapersonal Skills

• Relating to Customers                 
• Communicating in writing                         
• Communicating Orally                 
• Quality Orientated                       
• Reliable                                          
• Customer Focused
• Resilient
• Results Driven

Closing Date    
2023/08/28

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Job Advert Summary    

• PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow.  The Broker Consultant must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role.  The Broker Consultant must be aware of and responsive to the needs and concerns of customers. 
• Reporting to the Area Manager, the Broker Consultant role involves business development and relationship management within a base of Life Assurance  Intermediaries with the intention to grow this base.

Minimum Requirements    
Qualifications:

• Matric.  
• A three year or higher bachelor’s degree or national diploma.
• A completed NQF 5 – Wealth Management or RFP 3 would be advantageous. 

Experience:

• At least 2 years’ experience in the Financial Services or Life Assurance or  in a sales and/or service related role.

Knowledge:

• Intermediate knowledge of the Life Assurance and Financial Services Industry.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Interpersonal and Intrapersonal Skills:

• Relating to Customers.
• Communicating in writing.
• Communicating Orally.     
• Quality Orientated.       
• Reliable.       
• Customer Focused.
• Resilient.
• Results Driven.

Duties and Responsibilities    

• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
• Constant communication and feedback to advisers relating to all aspects of intermediaries’ operations.
• To plan, organise and control liaisons with intermediaries, their managers.
• To ensure continuous improvement of service standards to clients.
• To ensure alignment to Treating Customers Fairly (TCF), in all business practices.

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Job Advert Summary    

• Reporting to Senior Manager: Business Analysis, the role will be responsible for creating solutions that meet the business needs within the asset management and performance reporting business functions. Review, interpret and analyse business rules and requirements for technical systems to ensure that quality solutions are delivered to business by means of business analysis artefacts against expected business outcome. Perform various business analysis tasks, connecting information, technology, processes, and business needs within your area of expertise to meet business requirements and objectives.
• Provide support with performance and attribution analysis of all funds, portfolios, classes, benchmarks and composites as well as resolve ad hoc issues that may arise. Deliver projects and enhancements relating to asset management. Drive improvement of retail and institutional reporting structures as internal and external business requirements develop.

Minimum Requirements    
Education:

• BSc or B Comm. IT degree (Essential/ advantageous)
• Business Design experience with solid understanding of Design Thinking
• Process Management in depth knowledge
• Experience in business analysis for 6 to 8 years and is confident in leading / guiding Business Analyst team – advantageous.
• Understanding of SAFe Agile / Agile
• Understanding of Systems development Life Cycles

Experience:

• 6 to 10 years working experience in a similar role.
• 5 to 10 years working experience in financial service industry.
• 4 years asset management experience working with performance reporting systems and data.
• Previous experience in Fund Administration and/or Wealth Management and/or Asset Management is essential.
• Must understand the flow of data between front-end and back-end
• Previous experience in performance reporting is highly beneficial.
• Experience as lead Business Analyst on multi-discipline software development teams
• Experience in participating in complex multi-team delivery models

Knowledge and Skills:

• In-depth knowledge of asset management operations and reporting.
• In-depth knowledge of the full end-to-end services, systems and processes
• Knowledge and ability to apply Business Architecture and Business Process Management principles.
• Proven knowledge of general business principles and practices, including financial and people management in a matrix structure.
• In depth knowledge of Process Management
• In depth knowledge of Business Analysis
• Understanding of Systems development Life Cycles
• Ability to implement and improve the competence of Business Analysis within Business Engagement
• Demonstrating the ability to lead and guide the completion of Business Analysis Artefacts, participate in the formulation of flexible Solution Designs, and produce Quality documentation
• Having had exposure in understanding business incidents, change and priority management
• AII exposure

Competencies:

• Able to navigate ambiguity and complexity
• Enabling and ensuring that team is customer focused whilst demonstrating detailed feedback to all stakeholders
• Able to maintain a professional demeanor under stress, is persistent and resilient
• Demonstrating problem solving and analytical skills
• Constructively engaging with Business Stakeholders to ensure that customer requirements are understood and providing innovative thinking
• Design thinking
• Team-work

Duties and Responsibilities    

• Ability to implement and improve the competence of Business Analysis by demonstrating the ability to lead and guide the completion of Business Analysis Artefacts: Use cases, activity diagrams, sequencing diagrams, entity relationship diagrams, deployment diagrams, user-stories etc., participate in the formulation of flexible Solution Designs, and produce Quality documentation.
• Support the asset management operations and reporting functions with automation efforts.
• Support the asset management operations and reporting functions with data extracts and reporting requirements.
• Client, business and MIS report enhancements and development of new reports.
• Assess impacts to processes/systems by legislative/regulatory changes in the Industry.
• Act as the link and drive interactions between the client, development team and any third party throughout the development lifecycle.
• Responsible for the delivery of quality Business requirements specifications within the agreed timelines and customer requirements always visibly reflected in all business documents.
• Maintain business process management standards and procedures
• Oversee and track progress of all required Business Requirements to ensure that deliverables are not compromised.
• Demonstrating the ability to facilitate and guide the completion of Business Analysis Artefacts, participate in the formulation of flexible Solution Designs, and produce Quality documentation
• Constructively engaging with business stakeholders at an Executive level to ensure that the software development components of strategic business projects are executed as expected
• Ensure that a structured work approach is adopted using quality, governance and customer service as the top of mind business requirements practices 
• Ensure that thought leadership, guidance, direction, quality and best practices are adopted in the eliciting of Business Requirements and or in the completion of business research. 
• Ensure that a consistent methodology and business requirements framework is adopted when interacting with all business and or technology partners in the formulation of business solutions.  
• Understanding IT dependencies and inter – dependencies ensuring that the end to end business value chain is not compromised
• Understanding the IT landscape to ensure that solutions designed are not in conflict with the IT architecture

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Job Advert Summary    

• Reporting to the Senior Manager: Business Analysis, the role is responsible for systems process analysis, design and simulation in order to facilitate process enhancement and change in terms of business strategies.
• Acts as a bridge between the business and the IT development team, documents the underlying business requirements, designs and creates functional requirements for new applications and major changes to existing applications made possible by information and communication technology

Minimum Requirements    
Education:

• Grade 12
• Business Design or Business Analysis Diploma or Degree or any relevant degree

Experience:

• 3-5 years working experience in financial services industry
• Exposure in understanding business incidents, change and priority management
• Experience in value chain mapping, design thinking and how systems are utilised in business requirements gathering and completion of business specifications.
• Project management experience

Knowledge and Skills (maximum of 10):

• Process Management in depth knowledge
• Design thinking understanding
• Proficient knowledge in implementing business methodologies
• Understanding of Systems development Life Cycles
• Proven knowledge of general business principles and practices
• Understanding IT dependencies and inter – dependencies ensuring that the end to end business value chain is not compromised

Competencies (maximum of 8):

• Analysis
• Client focus
• Effective communication
• Enabling team success
• Results orientation
• Teamwork
• Quality orientation
• Interpersonal effectiveness
• Persistence and tenacity 

Duties and Responsibilities    

• Responsible for the systematic and methodical investigation, analysis and documentation of all or part of a business area in terms of business functions and processes, and the information they use across applications. 
• Responsible for impact analysis to identify all affected interfaces by new systems or change to existing systems. Identifies and examines business needs and determines timely and effective solutions to business functions and processes
• Delivers business specifications through a structured work approach using quality, governance and customer service as the top of mind analysis practices
• Apply the appropriate solution design standards so that customer requirements, automation, Digitization and Artificial Intelligence have relevance where required in the formulation of the solution
• Understands and considers all applicable incidents that have been reported which is relevant to the business requirement so that it is included as part of the overall business solution
• Formulates operational service metrics as part of the business requirement
• Demonstrating a strong sense of responsibility for the articulation of business requirements and solutions through partnering with IT, business and understanding customer value propositions
• Provides business with an understanding of why a metrics-driven environment is essential: an innovative thinker, pairing ideas with solutions and measurable outcomes.

Planning and Process Management

• Provides input into business process management standards and procedures
• Adopt the prescribed methodology and business requirements framework to ensure consistency of analysis and solution orientation.
• Interact with all business and or technology partners in the formulation of business solutions.
• Focus on outcomes-based deliverables and understand the Architecture, inclusive if value stream maps and end to end business processes so that all information is collated for an informed Business Specification. This will ensure that end to end people, process and technology alignment is always top of mind when completing Business Specifications.
• Be aware of what the latest innovations, best practices around automation and understand where Artificial Intelligence fits into the business solution.
• Provide input into the construction of a business case before a formal project or initiative can be approved.

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Job Advert Summary    

• The Product Owner (PO) is a member of the Agile Team responsible for defining Stories and prioritizing the Team Backlog to streamline the execution of program priorities while maintaining the conceptual and technical integrity of the Features or components for the team. The PO has a significant role in maximizing the value produced by the team and ensuring Stories meet the user’s needs and comply with the Definition of Done.
• Within PPS, the PO is responsible for the lifecycle of the product, from the minimally viable product (MVP) to decommissioning, working closely with Product Development, Design Authorities, Architecture, Security, IT Operations, Academy and Service Delivery teams.
• This role has significant relationships and responsibilities outside the local team, including working with Product Management, Customers, Business Owners, and other stakeholders.

Minimum Requirements    
Education:

• Bachelor’s degree or Diploma in Computer Science or Information Science or Information Technology
• Certified Product Owner (SAFe POPM)

Experience:

• Essential : 4 years’ experience leading teams in an Agile environment in IT, Financial Services or Consulting.
• Preferred : 2-3 years’ experience in Business Analysis, Product Owner or Scrum Master role.

Knowledge and Skills (maximum of 10):

• Scrum/Agile software development methodologies
• Software development knowledge
• Coding and designing knowledge
• Product development architecture.
• User Experience knowledge and principles
• Business Process and Analysis
• Product backlog understanding and management
• User stories knowledge
• Ability to use tools and apps.

Competencies (maximum of 8):

• Creative and Innovative Thinking
• Decisiveness
• Development orientation
• Effective communication
• Enabling team success
• Interpersonal effectiveness
• Planning and organising
• Quality orientation

Duties and Responsibilities    

• Product Increment Planning, Iteration Execution, Program Execution, Inspect and Adapt.

The Product Owner fulfills the following duties:

• Preparation and Participation in PI Planning
• As a member of the extended Product Management team, the PO is heavily involved in program backlog refinement and prep for Program Increment (PI) planning and plays a significant role in the planning event itself. Before the planning event, the PO updates the team backlog and typically reviews and contributes to the program vision, Roadmap, and content presentations.
• During the event, the PO is involved with story definition, providing the clarifications necessary to assist the team with their story estimates and sequencing. The entire Agile team, which includes the PO, also work together to determine their team PI objectives for the upcoming PI.

Iteration Execution

• Maintaining the team backlog – With input from Architecture, DevSecOps and other stakeholders, the PO has the primary responsibility for building, editing, and maintaining the team backlog. Consisting mostly of user stories, it also includes defects and enablers. Backlog items are prioritized based on user value, time, and other team dependencies determined in the PI planning event and refined during the PI.
• Iteration Planning – The PO reviews and reprioritizes the backlog as part of the prep work for Iteration Planning, including coordination of dependencies with other POs. During the iteration planning event, the PO communicates story detail and priorities and ensures the team aligns and agrees on a final iteration plan.
• Story elaboration – Most backlog items are elaborated into user stories for implementation. This may happen before the iteration, during iteration planning, or during the iteration. While any team member can write stories and acceptance criteria, the PO maintains proper flow.
• Apply Behavior-Driven Development (BDD) – POs collaborate with their team to detail stories with acceptance criteria and examples in the form of acceptance tests.
• Accepting stories – The PO works with the team to agree on accepted story completion. This includes validating that the story meets acceptance criteria, that it has the appropriate, persistent acceptance tests, and that it otherwise complies with its Definition of Done (DoD). In so doing, the PO also assures a level of quality, focusing primarily on fitness for use.
• Understand enabler work – While POs are not expected to drive technological decisions, they are supposed to understand the scope of the upcoming enabler work and collaborate with Architecture and DevSecOps to assist with decision-making and sequencing of the critical technological infrastructures that will host the new business functionality. This can often be best accomplished by establishing a capacity allocation.
• Participate in team demo and retrospective – POs collaborate with their team and any other stakeholders in the team demo. They also participate in the Iteration Retrospective, where the teams gather to improve their processes and are active in the Agile Release Train’s (ART’s) Inspect and Adapt (I&A) workshop.

Program Execution

• During each PI, the PO coordinates dependencies with other POs. This often occurs in weekly PO sync events.
• The PO also has an instrumental role in producing the System Demo for program and Value Stream stakeholders.

Inspect and Adapt

• The PO works across teams to define and implement improvement stories that will increase the velocity and quality of the program at the Inspect and Adapt workshop.
• The PI system demo is part of the Inspect and Adapt workshop. The PO has an instrumental role in producing the PI system demo for program stakeholders. To ensure that they will be able to show the most critical aspects of the solution to the stakeholders, POs also participate in the preparation of the PI system demo.

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• The successful candidate must have excellent Scheme knowledge and will act as an Ambassador for PPSHA to ensure effective customer satisfaction.
• Applications are invited for the above-mentioned position, to be filled as soon as possible.
• Minimum Requirements    

 Qualifications & Experience

• Grade 12
• 3-year Tertiary Qualification in any related field.
• 2 years or more experience in a Medical Call Centre environment.
• Sound knowledge of the Medical Aid Industry, Scheme Rules & Regulations, ISO and other related legislation.
• Effective business communication & writing skills with exceptional telephone etiquette (Fluency in Afrikaans is advantageous).
• Must be a strong team player and be able to work under pressure.
• Computer literacy and exposure to Medical Administration system will be an added advantage.

Duties and Responsibilities    

• Effective and accurate recording and resolution of all enquiries.
• Maintain and ensure adherence to Service Levels Agreements.
• Facilitating corrections and providing feedback on resolution.
• Management of all priority and stale claim requests on behalf of members.
• Effective monitoring of Member’s accounts to ensure correct payments in accordance with Nappi, Reason and Agreed Tariff Codes.

Closing Date    
2023/08/31