Job Opportunities at PPS

Job Advert Summary    

• A member of the PPS Life Insurance Operations finance team reporting to the Manager Operational Finance. This role will be responsible for month end reporting to Group Finance and data analysis for the Ops finance area, accounting and processing of technical processes related to Member’s profit share, data rectification through input files, detailed member and month end reconciliations, general support of a technical accounting nature to the manager, Operational Finance.

Minimum Requirements    
Education: 

• Bachelor’s degree (Finance, Commerce, Accounting) is a requirement 

Experience:

• 2-4 years’ experience within a financial services environment, preferably in the Insurance Industry advantage.
• Strong reconciliation experience is required.
• Experience in the use of Microsoft Office applications (Word and Excel etc).
• Proficient in MS Office - Advanced Excel.

Knowledge and Skills:

• Knowledge of accounting and financial principles.
• Time management skills.
• General knowledge of insurance legislation/rules advantage.
• IT Skill: Strong computer skills, including Microsoft Office Package at a Moderate level.
• Exposure in dealing with members, brokers and advisors advantage.
• Strong sense of commitment to the organization’s goals and values.
• Good business sense .

Competencies:

• High level of accuracy and be able to operate efficiently under pressure.
• Analytical and be able to make prudent business decisions.
• Flexible and adaptable in changing and challenging circumstances.
• Fast learner with the ability to rapidly assimilate and utilize new information and skills.
• Good written and verbal communication skills.
• Must be self-motivated.
• Be a team player and take responsibility for own development initiative.

Duties and Responsibilities    
Group Finance reporting :
Various account analysis:

• Exposures
• Exit Recon/analysis.
• Portfolio Choice movement/analysis.
• Stamp Duty

Accounting Processes:

• Reconciliation and updating accounting information on the policy administration system.
• Prepare daily and month end journals/fund transfers.
• Reconciling the financial data of PPS members processed.
• Conduct reconciliation of all accounts on an as needed basis
• Ensure accurate portfolio switches effected on IAA 

Operational Processes:  

• Processing of various input files on a weekly and monthly basis.
• Performing other duties assigned from time to time by the Ops Finance manager.
• Assistance and finalisation of team projects.
• Lab payments (weekly and monthly).
• Assistance with the Power BI reports.

Stakeholder management:

• Provide support to the broader Life Operations teams .
• Establish, maintain and build relationships with key stakeholders.
• Liaison function with internal and external department.
•  Assist with year-end requirements and audit queries.

Additional Accountabilities 

• Resolution to internal and external queries within Service level agreement
• Respond to queries and investigations within agreed SLA.
• Adherence to process control and service levels agreements. 

go to method of application »

Job Advert Summary    
Purpose of the Job:

• The main purpose of this job is to operate in a driven sales environment through third party selling. The building and maintenance of excellent relationships to achieve organic and new business growth in alignment with contracted volume and profitability targets are essential.

Minimum Requirements    
Education:

• Matric (Grade 12)
• Minimum Insurance-related qualifications and up to date CPD
• FAIS Compliance – (60 credits Commercial Lines & 30 credits Personal Lines)
• RE 5
• South African driver’s licence and must have own transport.

Experience:

• At least 5 years Personal Lines and Commercial Lines experience in a Sales Environment; more than 10 years’ experience is preferred.

Knowledge and Skills:

• General Short-Term Insurance technical product knowledge is required
• Experience in maintaining and growing a profitable portfolio of Commercial and Personal Lines Insurance through sales, underwriting and retention
• A good understanding of underwriting principles and knowledge
• Computer literacy (MS Word, Excel, and PowerPoint)
• Understand and interpret policy wordings against claims situations

Interpersonal and Intrapersonal Skills:

• Excellent written and verbal communication skills
• Excellent inter-personal and problem-solving skills
• Attention to detail
• Driven to achieve results
• Collaboration
• Emotional wisdom
• Change navigation
• Innovative orientation
• Planning and organising
• Problem-solving/decision-making
• Customer focus

Duties and Responsibilities    

• To manage and grow a portfolio of business through analysis, interpretation and decision-making while building effective relationships with business partners both internally and externally.
• Detailed weekly activity reporting.
• Have regular meetings with intermediaries to drive growth, provide portfolio feedback and attend to possible concerns.
• To represent and promote PPS through marketing activities to intermediaries and clients.
• Invite intermediaries to forums and information sessions to strengthen your relationship (including assisting with hosting and presenting at events).
• To operate and excel in a niche target market environment. 

go to method of application »

Job Advert Summary    

• A leadership role, reporting to the Senior Operations Manager. This role will be responsible to ensure that the reporting staff members understands and satisfies the customer requirements and will be responsible to create a culture of service. All Claims documents, Queries, and financial assessments to be accurately done and within SLA.
• The focus is to deliver high standards of service to customers by making the most effective and efficient use of operations staff and technology resources. To meet these responsibilities, the team manager must be a combination of expert service provider, coach, trainer, mentor, motivator, and manager.

Minimum Requirements    
Education:

• Bachelor's degree in business administration or a related field
• Honours Degree will be advantageous

Experience:

• 7+ years Back Office/Customer service experience
• 4 -5 years claims administration experience
• 5 + years management /supervisor experience
• Industry experience will be advantageous

Knowledge and Skills:

• Strong communication skills (written & verbal).
• Strong networking and relationship building (Internal & external).
• Service driven, with a focus on accuracy and quality of information delivered within service levels.
• Strong attention to detail.
• A strong work ethic and a drive to exceed expectations.
• Strong analytic and problem-solving skills.
• Adaptability to different stakeholders, audiences, and environments.

Competencies:

• People Management.
• Adapting and responding to change.
• Commercial Acumen.
• Persuading and Influencing.
• Deciding and Initiating Action.
• Collaboration.

Duties and Responsibilities    
People Management

• Provide team leadership (setting individual objectives, managing performance, developing, and motivating staff, provision of formal and informal feedback and appraisal) to ensure that the highest level of performance is achieved and by monitoring, and managing the Service Level Agreement.
• Create a healthy and enabling organizational culture and climate, so that all employees can perform to their full potential and overall business performance is maximized.
• Creates an environment where people are encouraged to take ownership and use their initiative to find the best way of implementing plans.
• Conduct effective resource planning to maximize the productivity of resources (people, technology etc.)
• Hire, coach and provide training to personnel to maintain high customer service standards.
• Responsible for ensuring the administrators have the knowledge and skills to answer customers’ inquiries, requests for support or problems quickly and effectively (first time resolution). Validate that training programs are adequate to provide the individual with solid product and service knowledge, as well as customer handling skills.
• Administrator Performance: The performance of individuals is essential to the success of a Claims Admin team. Team managers are responsible for recruiting, training, managing, and monitoring agents so that they have the skills and knowledge to meet the service standards consistently.

Process optimization and efficiencies

Duties include working with cross-functional teams to deliver exceptional service to all intermediaries/customers according to the published service levels and quality standards.

• The role will act as a brand manager for intermediary’s interactions.
• Cultivate a performance driven team collaborating with support- and other operational teams
• The candidate must have a willingness to work non-standard business hours.
• Resource Balancing: The manager is responsible for using those resources efficiently and cost-effectively.

Stakeholder Management

• Cultivate a performance driven team collaborating with support- and other operational teams.
• Build and maintain relationships with internal and external clients and stakeholders.
• Collaborate effectively with peers to achieve business results.

Risk and Compliance (Reporting)

• Compiling monthly departmental reports to expose operational opportunities and risk management in the back office.
• Identify trends in customer request & complaints and train consequences thereof into the team.

Closing Date    
2023/08/07

go to method of application »

• 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 and Investment 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, Life Assurance or Investment Industry in a sales and/or service related role.

Knowledge:

• Intermediate knowledge of the Life Assurance, Financial Services or Investment 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

Closing Date    
2023/08/11

go to method of application »

Job Advert Summary    

• Responsible for the accounting function of a group of companies. Formulates and maintains group accounting and financial practices. Responsible for the controls and documentation
• The role is responsible for co-ordination all aspects of the financial function including preparing financial reports and budgets for the executive to support the financial decision-making process. 
• The role is also responsibility for the financial management of PPS in accordance with IFRS. 

Minimum Requirements    
Education: 

• CA (SA) .
• Additional postgraduate is an advantage.

Experience:

• Minimum of 10 years in a senior financial and/or accounting role within financial services/asset management environment or as a Head of Finance in a large Group of companies.
• Experience in leading hybrid teams.
• Proven experience in the continued enhancement of financial/business systems and procedures
• IFRS17 exposure would be an advantage.

Knowledge and Skills:

• Proficient in MS Office Suite, with advanced MS Excel skills.
• Knowledge and experience with financial accounting tools and systems.
• Knowledge and experience in establishing best practice in terms of financial modelling techniques and methodologies.
• An in depth, experiential understanding of more advanced analyses and the way in which financial ratios, trends, business and value drivers interact.
• Advance knowledge in applying tax laws to the financial situation for the business. Creates tax efficient structures and business deals.
• Knowledge of financial accounting principles, classifying, measuring, and recording transactions.

Competencies:

• Curious.
• Strategic thinker.
• Business Acumen.
• Knowledge of business and management principles and processes.
• Sound and proven financial accounting skills
• Exceptional analytical ability.
• Sound judgment and decision-making skills.
• Exceptional attention to detail.
• Strong problem-solving skills.
• Ability to communicate effectively at all levels.
• People management and leadership skills.
• Integrity.
• Resilience.
• Results Focused

Duties and Responsibilities    

• Formulate and successfully implement financial strategies, policies and procedures for the Company supporting the overall company objectives.
• Direct and oversee all aspects of the Finance & Accounting functions.
• Manage and minimize the company's financial risk exposure by developing, implementing, and maintaining internal controls for accounting functions.
• Continuously monitor, evaluate, and enhance internal financial policies, procedures, and reporting systems to ensure that the financial and accounting functions are operating effectively and comply with corporate governance.
• Provide consultative support and recommendations on financial implications to the Group Chief Financial Officer to support decision- making and management processes.
• Contribute as a subject matter expert to effective operational plans and initiatives. ]
• Manage the integrity of all financial data, ensuring information is accurate and timely.
• Identify opportunities and implement procedures for increased efficiencies and service improvements.
• Coordinate the monthly, quarterly, and annual financial data reporting process (including preparation of quarterly and annual financial reports).
• Co-ordinate and manage budgets and forecasts providing recommendations to Group Chief Financial Offer to maximize profitability.
• Review the preparation of statutory annual financial statements and tax returns.
• Ensure compliance with statutory and Group budgetary reporting requirements.
• Liaise with internal and external auditor partners, to discuss and resolve audit findings and accounting issues.
• Manage the working capital requirements.
• Lead, develop and motivate the finance team to achieve the department and PPS strategic goals.
• Manage the tax exposures and opportunities.