PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means that it exists solely for the benefit of its members. Thus, ...
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Qualification:
- Relevant tertiary qualification – BCom or similar financial degree.
Experience:
- 2 to 3 years sales administration experience within the IFA, investment, or linked product markets.
Duties and Responsibilities
- Provide administrative support to Investment Specialist in and out of office.
- Liaise with PPSI Operations with new business queries and follow up on outstanding client requirements
- Train and provide support to IFA assistants on PPSI administrative procedures and systems.
- Coordinate regional workshops and client functions.
- Database management – understanding and managing client information on behalf of the Investment Specialist to better understand clients.
- Assist regional office team with general office requirements as needed.
- Handle client queries face to face, written and telephonic
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Education:
- Bachelor’s Degree in Business Management or Accounting or relevant field
Experience:
- 5+ years’ experience in a Client Services environment within the Insurance and Financial Services Sector
- 3+ years’ experience handling and managing all Technical Claims escalations
- Experience in managing high level customer engagement within the Insurance and Financial Services Sector
Duties and Responsibilities
Service Delivery:
- Provide client services to Clients /Intermediaries / PPS Insurance distribution channels and broader distribution force relating to and within the financial services environment.
- Handle all client queries and/or complaints (telephonic /written /social media) and resolve issues to completion in a timely manner.
- Applying technical knowledge and understanding to secure an end to end finalization of client requests.
- Working across organizational boundaries to obtain outstanding information and clarify instructions received to improve client experience.
- Evaluate problems regarding service issues and enquiries to determine their importance and urgency.
- Performing investigations where necessary to facilitate problem resolution timeously.
- Responsible for ensuring that service excellence to Clients /Intermediaries remains within best business practice and standards.
- Responsible for managing reputational risk and ensuring compliance with regulatory requirements, procedures and service standards.
- Promotion of PPS technology offering.
- Remain updated and informed on legislative and industry changes such as PPR’s and Insurance Law.
- Responding to all enquiries in a professional and timely manner.
- Liaising with operations support to provide best client experience.
- Technical understanding of all PPS offerings and the ability to apply that understanding to daily outputs.
- Benchmark our standards and performance against industry.
- Work with manager to support learning objectives of respective departments; to identify and support training interventions and fill learning gaps.
Relationship Building & Communication:
- Collaborate effectively across business units to achieve business results.
- Take up and resolve administrative and service issues that hinder good service delivery.
- Build and maintain relationships with internal and external clients and stakeholders.
Reporting & Investigating:
- Analysis and resolution of all exception reporting.
- Daily and monthly reporting.
- Drawing statistics, tracking cases issued and assist with incident corrections.
- Causal and trend analysis
Conduct forums to give feedback on trends.
- Identify efficiencies, recommend changes and enhancements, drive implementation and monitor success thereof.
Data management and analytics:
- Everything companies learn about customers journeys is documented in form of data.
- A customer experience specialist should be able to easily read and interpret the data to extract useful information that can be acted upon.
- While most organizations have a dedicated data management, analytics or customer ops team, it is critical for a customer experience specialist to be able to work with these teams to make the best CX related decisions based on the data.
- Create visual representations of customer interactions with the organization to identify pain points, opportunities for improvement, and moments of delight.
- Collect, analyze, and interpret customer feedback from various sources (e.g., surveys, reviews, social media) to inform CX strategies.
Maintain Product Expertise
- In order to answer customer complaints and questions, a Client Experience Specialist must be an expert in the products offered by PPS. This requires one to take the initiative to master every feature and benefit of each product.
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Qualification:
Experience:
- At least 2 years’ experience in the financial services or Life Assurance industry in an administrator role.
Duties and Responsibilities
- Uploading and follow up of the following queries:- premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, change of details, claims.
- Checking & Capturing of applications.
- Within 4 hours of being received.
- With a 95% accuracy level.
- Support functions include performing daily routine procedures.T
- To monitor Incompletes and Service Request and communicate outstanding on applications.
- To communicate outstanding requirements after request has been uploaded.
- To complete an annual assessment on appropriate systems.
- Providing administrative backing to the Graduate Advisors.
- Providing quotations and statements of benefits to Graduate Advisors.
- Take ownership of service level standards and ensure they are achieved consistently.
- Ordering necessary forms and brochures for office when needed
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Qualification:
- 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.
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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Qualifications:
- Matric.
- Relevant tertiary qualification.
Experience:
- 5 – 10 years’ experience as a PA/Department Assistant.
- Strong administrative skills (good computer skills for the typing of schedules, tables, figures, spreadsheets, presentations).
- Customer management.
- Stakeholder relations.
Duties and Responsibilities
- Analyze and coordinate daily department activities to achieve established goals.
- Maintain department calendar and ensure to meet deadlines.
- Prepare meeting agenda, schedule department meetings and distribute minutes.
- Coordinate and organize the various forums, events and activations as required.
- Provide full administration function diary management, travel and events, email management, presentations and reports.
- Represents the department on certain ad-hoc projects, meetings and events as required.
- Managing and execution of the various special projects within the division and co-ordinating with all stakeholders to monitor, execute and implement.
- Respond timeously and professionally to a variety of ad hoc projects, business issues, client requests and stakeholder requests that impact across the area of responsibilities.
- Determine best practice and gather information to prepare various reports.
- Check the accuracy of analysis and reporting, suggest corrective action.
- Create synergies by analysing and interpreting relevant report findings to translate the report data into understandable management information.
- Building Power Point presentations and Data sheets with graphs and widgets for the function.
- Budget management - responsibilities will include collation of budget inputs, monitoring monthly spend against budget and reporting on variances, and allocation and processing of invoices and claims against the correct accounts to avoid overspend etc.
- Management, tracking and driving of all the department stats, competitions and initiatives.
- Maintain all department information confidential and secure.
- Respond to work requests from department in timely and accurate manner.
- Assist Manager in preparing and maintaining meeting materials, business presentations and other department requirements.
- Perform data collection, analysis and reporting to Manager for decision making purposes.
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Education:
- Bachelor's degree with a relevant business orientation
Experience:
- 1-3 years Customer Service experience
- 1-2 working experience in call centre AND back office processing (preferred)
- Experience in a Sales environment
Duties and Responsibilities
- Engage and respond to customer’s contacts professionally regardless of channel
- Take ownership of customer requests from receipt to conclusion
- Identify and escalate issues to supervisors
- Provide product and service information to all customers
- Research required information using available resources
- Research, identify, and resolve customer complaints using applicable software
- Route calls to appropriate people where required
- Document all call information according to standard operating procedures
- Recognize, document, and alert the management team of trends in customer calls
- Follow up customer calls where necessary
- Complete call logs and reports
go to method of application »
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.3
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 practicesTo ensure alignment to Treating Customers Fairly (TCF), in all business practices
go to method of application »
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
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.
go to method of application »
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
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.
go to method of application »
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
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.
go to method of application »
Qualification:
- Relevant tertiary qualification – BCom or similar financial degree.
Experience:
- 2 to 3 years sales administration experience within the IFA, investment, or linked product markets.
Duties and Responsibilities
- Provide administrative support to Investment Specialist in and out of office.
- Liaise with PPSI Operations with new business queries and follow up on outstanding client requirements
- Train and provide support to IFA assistants on PPSI administrative procedures and systems.
- Coordinate regional workshops and client functions.
- Database management – understanding and managing client information on behalf of the Investment Specialist to better understand clients.
- Assist regional office team with general office requirements as needed.
- Handle client queries face to face, written and telephonic
Method of Application
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