Job Opportunities at PPS

Job Advert Summary    

A hugely exciting new role, with the opportunity to materially influence the next phase of growth for PPS Investments. The successful candidate will drive the aggregator investment distribution strategy within their specific region, representing the Investment Management Capability and its solutions to the market. Responsible for the distribution and marketing of the PPS Fund range to DFMs, Fund of Funds, platforms and a specific subset of the intermediary market the individual will also work closely with the PPSI retail sales team.  

Minimum Requirements    

• Knowledge of local and international asset management landscape with thorough understanding of investment product range within the competitive market environment. Credibility with industry stakeholders and track record of ability to grow an asset management. capability and execute on this strategy.

Experience:

• At least 5 years proven track record and experience within the asset management industry including DFM and/or multi management experience
• Commercially driven with ability to develop business and bring on new partnerships
• Established IFA, DFM, LISP and Fund of Fund relationships will be an advantage
• Strong technical knowledge of investment products with demonstrated ability in the business development space

Qualifications:

• Bachelor’s degree
• CFA/CAIA/CIPM or studying towards would be advantageous
• RE5 would be advantageous

Competencies & ideal personality attributes:

• Technical knowledge about investments, investment industry & trends
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers
• Business Acumen
• Influence and persuasiveness
• Relationship management – networking
• Decision Making
• Innovative thinking and problem-solving
• Results focused

Duties and Responsibilities    

• Drive growth of PPS fund range in the retail and wholesale market
• Identify opportunities for new markets and implement strategies to grow AUM
• Grow the PPS Investments asset management brand by networking with key industry stakeholders
• Facilitate the development and maintenance of a sustainable new business pipeline
• Identify and develop strategic partnerships to leverage new opportunities
• Management of key stakeholder relationships
• Work closely with the investment and positioning teams as well as the asset managers to reinforce fund positioning in a market-appropriate manner
• Engage with the Executive of Partnership Asset Management and via this engagement, work with product development to enhance the asset management capability with a view of improving client outcomes and business revenue
• Provide feedback to the investment and product teams on client needs & expectations in light of strategy and investor sentiment – “know your client”
• Liaise with the business intelligence team to deliver reports to stakeholder forums demonstrating the performance of the strategy
• Use investment knowledge and market insights to grow investment management capabilities

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Job Advert Summary    

An exciting opportunity for an experienced and knowledgeable Investment Solutions Business Development Manager responsible to establish and grow the PPS Investments Multi Manager and DFM capability. 

Minimum Requirements    

• Proven ability of growing market share and exceeding sales targets in the DFM space. Credibility with industry stakeholders with market knowledge, and expertise to navigate the complexities of the financial markets and meet the unique needs of clients.

Experience:

• At least 5 years proven track record and experience within the asset management industry including the DFM industry
• Strong technical knowledge of investment products with demonstrated ability in the business development space; history of successful engagements with leading intermediaries
• Understanding of the broader economic environment and its effect

Qualifications: 

• Relevant tertiary financial/investment qualification essential
• A CFP ® with current FPI membership
• RE exams would be advantageous
• A CFA would be advantageous

Competencies & ideal personality attributes:

• Technical knowledge about investments, investment industry & trends
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers
• Business Acumen
• Influence and persuasiveness
• Results focused
• Strong networking skills
• Ability to communicate and interpret relevant economic and financial market data
• Decision Making
• Innovative thinking and problem-solving

Duties and Responsibilities    

• Drive the implementation of strategic initiatives to grow the business’s footprint and increase market share as a preferred Solutions provider to intermediary partners
• Identify potential opportunities for PPS DFM and build and leverage strong relationships with distribution channels through your experience and expertise
• Improve visibility of PPS DFM with deliberate marketing strategy and engagements
• Maintain a current understanding of the competitor universe, including participants, key role players, portfolios and pricing
• Provide strategic input into operational and servicing processes
• Engage regularly with primary Investment partners
• Build and manage a relationship with PPSI Multi Manager to support manager research, asset allocation and portfolio construction research
• Build internal relationships with supporting divisions to support the PPS Solutions proposition
• Member (potentially Chair) of PPS DFM Investment Committees
• Oversee and sign-off the development of marketing material and Model Portfolio reporting 

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Minimum Requirements    

• Must be a Medical Doctor registered with Health Professions Council of South Africa (HPCSA).
• Medical indemnity insurance will be an added advantage.
• Must have sound knowledge of the Medical Aid Industry, Rules & Regulations, and other related legislation.
• Sound knowledge of PMB guidelines and Industry knowledge would be an added advantage.
• Excellent business writing & communication skills with exceptional telephone etiquette.
• Must have strong organisational awareness in order to anticipate the impact of actions on other groups.
• Time Management & good administration skills.
• Effective conflict resolution skills and the ability to work under pressure.
• Must be a strong team player and results driven.
• Computer literacy (MS Office).

Duties and Responsibilities    

• Advise the Managed Healthcare (MHC) group on clinical matters pertaining to, pre-authorization, case management, benefit management e.g. PMB’s, disease management and pharmaceutical benefit management, non disclosures etc. in order to ensure clinical appropriateness of benefits.
• Recommend various internal groups and the Scheme on clinical matters to ensure that the rules of the Scheme has been correctly applied and implemented.
• Assess individual cases in accordance with that diagnoses and clinical data motivation letter/benefit structure/Rules of the Scheme/clinical knowledge/experience to facilitate clinical appropriateness of benefits.
• Assist with the development, implementation and maintenance of Clinical protocols and internal processes for the MHC group to ensure consistency in the application of benefits.
• Facilitate and provide clinical training to the MHC group to ensure the continuous updating of clinical knowledge and skills, as well as medical advancements.
• Amend appropriate training material as required to ensure the most up to date clinical information is available.
• Attend meetings, interdepartmental forums, benefit design workshops, third party representatives and the Scheme to provide clinical input and expertise where it may be required.
• Attend the Medical Advisory Group meetings/ conferences for the adoption of clinical policies and to keep abreast of industry trends, developments and norms.
• Research scientific clinical data in order to source advancements to keep abreast of industry trends, developments and norms and advise the Scheme on benefit design and reimbursements.
• Consult with medical specialists and professional bodies to obtain their expert opinions.
• Recommend alternative treatment plans using physician’s motivation letter/Benefit structure/Rules of the Scheme to ensure the most cost-effective treatment.
• Liaise with service providers to exchange information and discuss referred cases.
• Refer appeals to the Clinical Committee for a final decision and compile the official reply to the complainant in order to adjudicate the Clinical Committee's decision.
• Review and respond to clinical queries from CMS.
• Oversee the high cost strategy for the schemes, deal with alternate drug reimbursement models and oversee the policy management.

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Job Advert Summary    

The successful candidate will form part of the national PPS Investments marketing and business development team. Primary responsibility will be the provision of administrative support to the Investment Specialists.

The successful candidate must have the ability to work in a pressurized environment adhering to tight deadlines. Strong organizational skills and ability to multitask.

Minimum Requirements    

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.

Competencies:

• Strong attention to detail.
• Ability to work independently and be proactive.
• Very organized with a strong administration background.
• Excellent communication skills – verbal and written.
• Reliable and dependable.
• Passionate, ambitious, and energetic.
• Friendly and professional.

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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Job Advert Summary    

This role is responsible for managing complaints and appeals addressed to the Internal Arbitrator and the effective running of the Office of the Internal Arbitrator. The incumbent is a senior specialist dealing with technical and complex client appeals and/or complaints. This role reports into the Head: Research and Development and Group TCF, within the Life Solutions structure.
The Office of the Internal Arbitrator receives and consider appeals or complaints from members or policyholders against final decisions made by PPS Insurance flowing from disputes between the parties. The office also responds to complaints received from the Ombudsman for Long-term Insurance that have not previously been seen by the office and attempts to resolve these directly with the complainant.  
The office acts in an independent, impartial, and objective fashion and does not form part of any PPS operations. The Internal Arbitrator does not require any approval for his decisions and the Internal Arbitrator’s decisions are binding on the Insurer. 
The incumbent will, with the values of independence, integrity, and professionalism:
Establish whether the internal remedies available to the complainant have been exhausted and if not, redirect the matter to PPS for finalisation.

Resolve matters by way of mediation and if mediation is not appropriate, resolve the matter by determination.

Minimum Requirements    

Qualification:

• Matric.
• LL B Degree or equivalent qualification.

Knowledge & Experience:

• At least 5 years’ experience as Legal Adviser in the long-term insurance industry or in dispute resolution.
• Knowledge of PPS products essential.
• Knowledge of PPS processes an advantage. 

Skills and Attributes:

• Ability to act with confidence and to work independently but also part of a team.
• Ability to analyse complex investigations independently.
• A deep understanding of the life insurance industry, applicable legal frameworks, PPS policies and procedures and the PPS Provider Policy.
• Strong analytical skills with an ability to comprehend, recall, and apply facts.
• Experience in working in alternative dispute resolution.
• The ability to manage caseload in an efficient, fair and timely manner with a clear customer focus on achieving timely and fair outcomes.
• Excellent interpersonal skills to deal with people at all levels effectively.
• Excellent communication and writing skills.

Duties and 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 and record themes emerging from complaints and circulate summaries of these issues where complaints or appeals are found partially or wholly in favour of complainants or where compensation is awarded.

Office and People Support:

• Manage a team of five technical specialists.
• Chair 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.
• Manage capacity planning to effectively deliver on service objectives and published service levels.
• Develop the skills of employees by exposing them to cases, reviewing responses and providing technical guidance.
• Build and maintain team cohesion and effectiveness.
• Actively manage operational performance outputs of the deputy internal arbitrators and support staff.
• Manage joint projects with other departments e.g. development of the Pro-Flow complaints system.
• Maintain procedure documents and complaints collateral referencing the Office of the Internal Arbitrator.

Manage budgets for the office.

• Management Information and Reporting:
• Submit required reports to the Life Solutions Steerco, Exco and the Risk and Audit Committee.
• Ensure that the office records key case inputs to facilitate effective analysis of data to report on categories of complaints or appeals.
• Maintain management information required for regulatory reporting e.g. Conduct of Business Returns.

Relationship Building and Communication:

• Collaborate effectively across business areas to achieve business objectives.
• Maintain effective relationships with staff of the Office for Long-term Insurance.
• 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, 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. 

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Purpose of the Job:

A professional service agent role, reporting to the Team Manager: PPS Operations. Accountable for providing a professional service to PPS members and associated parties via an inbound contact centre model. This role works strictly on a shift work basis including nightshift work.

Minimum Requirements    

• Matric (Grade 12)
• A 3-year tertiary qualification (Degree/BTech/National Diploma) with relevant business orientation

Experience and Knowledge: 

• 2 years of experience in an administrative and business coordinating role
• Intermediate knowledge of the Life Assurance or Financial Services industry

Computer Literacy:

• Effective use of MS Office applications (Outlook, Visio, Word, Excel, PowerPoint, Projects)

Interpersonal and Intrapersonal Skills:

• Able to excel in a pressurised environment and be a quick thinker that applies logic in decision-making
• Excellent conflict resolution skills to deal with both irate and complimentary members/intermediaries
• Customer-centric, displaying a positive and professional image of PPS by building and maintaining relationships
• Excellent verbal and written communication skills in English; a good command of the English Language
• A reliable and trustworthy team player
• Good decision-making skills
• Be proactive and can solve problems
• The ability to present product and process information to members/staff on a proactive basis, demonstrating a high level of understanding of the business
• Take ownership of service level standards and ensure they are reached consistently
• Have good telephone etiquette
• Display a strategic level of thinking ability

Duties and Responsibilities    

• Responsible for providing professional service to PPS members and associated parties on the phone in a contact centre.
• To work across all areas in Servicing and Administration with the ability to process in all facets of the department and resolve queries from start to end.
• To be up-skilled and take ownership of their responsibilities within their probation period of 3 months.
• To make decisions within their mandate and execute a higher quality of service combined with increased quantity as per the performance contract.
• To excel in a pressurised environment and be a quick thinker that applies logic in decision making.
• Execute policies and procedures related to service delivery in Operations and between other areas.
• Identify process and procedure improvements and make recommendations to streamline and simplify processes.
• Escalate systems failures to the appropriate support team in order for the team to stay productive.
• Agree duties with team members in order to achieve operational targets including prioritisation and work schedules.