Job Vacancies at PPS

Minimum Requirements    

EDUCATION:

• Matric (Grade 12).
• Relevant Finance Qualification.

EXPERIENCE:

• Advanced Financial accounting 3+ years essential
• Knowledge of accounting standards 3+ years essential
• Management position 1+years essential
• Scheme rules 1+years essential

KNOWLEDGE AND SKILLS:

• Financial and management accounting knowledge 1+years essential
• Extensive understanding of the Administration System 1+ years essential
• Policies and Procedures 1+ years essential
• Business Writing 1+ years essential
• MS Office 1+ years essential
• Medical Scheme Act 2+ years essential

Duties and Responsibilities    

• Check/verify/interface information transferred between the Administration system, accounting system and in order to ensure that information is transferred correctly between the systems.
• Develop/implement/monitor/procedures/SOP’s regulating functions performed by the team to ensure compliance.
• Ascertain/monitor service levels to internal/external Scheme Finance clients through delivery quality services, courteous behaviour/quick response to needs in order to ensure service at the highest level of satisfaction.
• Control/Verify/Calculate/balance receipts/benefits/debtors/interests/pay-run to balance all transactions with fortnightly closu
• Identify areas of improvement in all processes under management.
• Actively manage the performance and potential of their direct team (recognises individual differences in terms of career objectives, expertise, culture, interests, and other factors to facilitate working relationships)
• Build the capability of their direct team.
• Demonstrates awareness of industry trends and opportunities and keeps up to date with competitor developments impacting area of responsibility.
• Be an accomplished communicator with the ability to operate at all levels in an organisation.
• Identify and communicate scheme information in a pro-active manner upon request from The Scheme executive office to enlighten
• members about important medical issues.
• Ensuring agreed service levels are adhered to and delivery to clients is exceeded through excellent service.

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Minimum Requirements    

Formal Qualifications:

• Matric – essential
• 3 Year IT degree or diploma – advantageous
• Practical Software Testing – essential
• ISTQB Foundation Certificate – essential
• ISTQB Advanced Test Analyst – advantageous
• ISTQB Agile tester – advantageous
• ITIL Foundation – advantageous
• SAFe Practitioner – advantageous

Knowledge and Experience:

• Minimum 3 - 4 years’ experience in a financial industry
• Minimum 3 - 4 years’ experience in broad testing methodologies
• Minimum 3 - 4 years’ experience in testing specification creation experience
• Working knowledge of a Test management tool, e.g. Selenium, Gitlab, etc.

Duties and Responsibilities    

Test Strategy & Process

• Review of supporting documentation for accuracy
• Identification of system functions for testing
• Identification and extraction of test requirements
• Risk analysis and identification
• Specification of test data requirements
• Test case design
• Integration test case design
• Confirmation of test environment readiness
• Sequencing and scheduling of test cases
• Execution of test cases
• Logging of defects
• Mentoring of less experienced testers
• Knowledge transfer to client and team
• Compilation of test plans and models
• implementation of the test & defect management processes
• Testing Matrices
• Defect Management
• Liaison with development & business analysts and other stakeholders.

Strategic Orientation:

• Review of supporting documentation for accuracy
• Identification of system functions for testing
• Identification and extraction of test requirements
• Test case design and maintenance
• Test scheduling
• Execution of test cases
• Defect Management
• Test Matrices.

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Minimum Requirements    

Formal Qualifications:

• Matric – essential
• 3 Year IT degree – essential
• Practical Software Testing – essential
• ISTQB Foundation – essential
• ISTQB Advanced Test Analyst – essential
• ISTQB Agile tester – advantageous
• ITIL Foundation – advantageous
• SAFe Practitioner – advantageous

Knowledge and Experience:

• Minimum 4 - 6 years in Software Testing – essential
• Experience in a financial industry (Life Insurance) – essential
• Working knowledge of Test management tools, e.g. Selenium, Gitlab, etc – essential
• Working knowledge of Test process improvement – essential
• People management experience essential

Duties and Responsibilities    

Test Strategy & Process

• Management of Test team deliverables
• Review of supporting documentation for accuracy
• Identification of system functions for testing
• Identification and extraction of test requirements
• Risk analysis and identification
• Specification of test data requirements
• Test case design
• Integration test case design
• Quality review of test cases and test documentation
• Confirmation of test environment readiness
• Sequencing and scheduling of test cases
• Execution of test cases
• Mentoring of less experienced testers
• Knowledge transfer to client and team
• Compilation of test plans and models
• Definition, implementation and improvement of the test & defect management processes
• Testing Matrices
• Defect management
• Risk and issue management
• Liaison with development & business analysts and other stakeholders.

Strategic Orientation

• Review of sdocumentation for accuracy
• Identification of systm functions for testing
• Identification and extraction of test requirements
• Test case design and maintenance
• Test scheduling
• Execution of test cases
• Logging of defects and change requests
• Defect Management
• Test Management.

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Job Advert Summary    

The role will be responsible for the administration and maintenance of client and Intermediary information on a market leading administration system across the Life business for Project Gemini. The purpose of the role is to create an experience that feels convenient, effortless, and personal. 

Minimum Requirements    

Education: 

• Grade 12.
• IT/Business related Diploma/Degree

Experience:

• 5+ years working experience on admin systems and back-office processing.
• Experience within a financial services environment, preferably in the Insurance Industry.
• Experience in the client and intermediary service environment, advantageous.
• Experience within system and servicing business orientation

Knowledge and Skills:

• General knowledge of insurance legislation/rules.
• Exposure in dealing with customers, brokers and advisors advantageous.
• IT Skill: Strong computer skills, including Microsoft Office Package
• A highly self-motivated individual with strong relationship managing leadership and communication skills.  
• Relationship management skills
• A good business acumen
• Can-do attitude while challenging convention.
• Knowledge of customer experience techniques
• Knowledge of Financial institutions (advantageous)
• FAIS and FICA knowledge (advantageous)

Competencies:

• 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 utilise new information and skills
• Able to thrive under pressure.
• Accuracy and attention to detail for all relevant work types
• Ability to organise and prioritise.
• Team player
• To act with integrity at all times, embrace the philosophy of treating our customers fairly and deliver
• on our client experience principles.  
• Competent writing and communication skills
• Proactive thinking
• Client Centricity
• Results Driven
• Able to motivate and inspire colleagues to achieve more

Duties and Responsibilities    

Key Accountabilities:

• Provide policy administrative and maintenance services on the Gemini PAS (Policy Administration System) across the client and intermediary sets.
• Build and manage the daily operations of the system. This will include developing internal controls for the business, testing of the system, and running all facets of the Policy Admin System operations.
• To facilitate and manage system report extraction and data flows.
• To monitor and execute on onboarding and service requests via the systems workflow functionality.
• To monitor and execute outstanding requirements via the systems workflow functionality.
• Responsibilities may also include proactive contact with the clients or intermediaries.
• To keep up to date and complete the necessary technical assessments on the system.
• Providing administrative backing to the business and directly to intermediaries
• Take ownership of service level standards and ensure they are achieved consistently.
• Assist in organising intermediary workshops.
• Take ownership for and be the SME for Gemini’s market leading Policy Admin System.

Respond to Customer needs:

• Engage and respond to customer and intermediaries professionally.
• Take ownership of requests from receipt to conclusion.
• Provide product and service information timeously.
• Research required information using available resources.
• Research, identify, and resolve complaints.
• Follow up customer calls where necessary.
• Complete call logs and reports.
• To take ownership of service level standards and ensure they are reached consistently.

Operational Support:   

• Achieve operational targets including prioritisation and work schedules.
• Responsible for enforcing the system training and development program. They may also be assigned a junior employee to mentor.
• To execute and update policies and procedures related to Service and System Operations
• Build and maintain relationships with relevant stakeholders.

Keep Track of Customer Trends:

• Use of available software to document customer and intermediary interactions to help streamline the customer service process and notice trends to report back to the System developers, technical specialists and product development team.
• Identify process and procedure improvements and make recommendations to streamline and simplify processes.
• Escalate systems failures to the appropriate support team.
• Recognise, document, and alert the management team of trends in customer and intermediary system interaction.

Maintain Product Expertise:

• In order to respond to member/intermediary complaints and queries, this person must be well versed on the products offered by Gemini. This requires one to take the initiative to master every feature and benefit of each product.

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Purpose of the Job:

The focus of this position is producing high-quality, detailed work based on established standards, guidelines, and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete one task at a time. Communication with others is based on knowledge of repetitive job routines and procedures gained from sufficient on-the-job experience. Consistent, error-free work based on defined regulations and standards are key measures of job performance success. This position is designed to develop a valued technical expert who can deliver quality work consistently. 

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    

• 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. 

go to method of application »

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. 

go to method of application »

Job Advert Summary

The purpose of the role of the Learning and Development Specialist:  To design and deliver financial planning Content and Assessment that supports the Academy technical training and facilitate training programmes as well as assessment and moderation of the relevant programmes. 

Qualification:

• Bachelor’s degree or equivalent tertiary qualification  in Education or relevant field (CFP).
• Registered Moderator with Inseta.
• A minimum of a NQF 6 Financial Services Related qualification.
• ODETDP NQF 5 preferable.

Experience:

• A minimum of 10 years Industry Experience preferred
• A minimum of 3-5 years’ work experience in a financial planning Learning and Development role.
• Well-developed business acumen.
• Computer literacy:  MS Excel, MS Outlook, MS Word, MS PowerPoint, Visio.
• Experienced in Facilitation and digital learning.
• Having a proven track record of e-learning techniques and financial skills.
• Highly Desired: Project Management, Coaching & Facilitation skills.

Knowledge:

• Financial planning.
• Digital Astuteness.
• Knowledge of current and emerging learning technologies
• Organisational Diagnostics & Intervention.
• Change Management.
• Learning Management.
• Leadership Development & Coaching.
• Performance & Succession Management.
• Must be able to draft reports and make good written recommendations.
• Ability to supervising multi-disciplinary teams of staff.

Strategic Orientation:

• Ability to translate strategic objectives into effective implementation plans.

Decision Making:

• Applies judgement, and with careful consideration of all factors and consequences, makes informed and timeous decisions.
• Communicates decisions timeously.

Communication:

• Is articulate and communicates in a logical way and structures information to meet the needs and understanding of intended audiences.
• Expresses opinions, information and key points of view clearly and assertively.
• Anticipates and responds appropriately to the needs, reactions and feedback of an audience.
• Excellent writing and presentation skills.
• Ability to communicate with various stakeholders at all levels. 

Problem Solving:

• Solves problems with the intention of resolution for the benefit of the team and wider business.
• Analyses trends to identify areas for improvement.
• Attention to detail.
• Effectively manages conflicts across teams.
• Provides expert support in system and matters related development and content.

Service orientation:

• Seeks to understand customer requirements and aligns solutions to those needs.
• Empathetic and responsive to customer needs.
• Sets high standards for customer-focused delivery.
• Solution-driven with a sense of urgency.

Collaboration:

• Works co-operatively and builds productive relationships with people at all levels in the organisation in order to achieve objectives.
• Networks and shares information with individuals and groups within and outside of the organization.

Innovative Orientation:

• Establishes and maintains good relationships with customers, vendors, staff and colleagues at different levels in the organisation.

Planning and Organising:

• Delivers objectives within mandate including budget.
• Plans for effective and efficient delivery of projects in a service oriented manner

Negotiation Skills:

• Ability to navigate complex relationships and situations with a view to win-win resolution.

Interpersonal and Intrapersonal Skills:

• Results Focus and Initiative.
• Personal Mastery.
• Collaboration.
• Problem Solving.
• Decision Making.
• Sense of Urgency.
• Attention to detail.
• Research Skills.
• Project management.

Duties and Responsibilities    

• Design and develop the core and supplementary Academy programmes, ensuring they are aligned to clearly defined learning outcomes, learner needs and learning styles.
• Design and creation of digital learning solutions, including high-quality Learning content.
• Utilize multiple digital channels and opportunities to interface with end users during training to help shift the organizational culture to be engaged in the digital transformation.
• Actively integrate learning strategies with digital learning solutions to create and sustain a digital learning experience.
• Support the implementation and execution of a digital learning strategy across the business.
• Design content, materials, media and testing, including creating the design templates.
• In collaboration with internal and external stakeholders, drive seamless integration of new learning digital platforms in the business to maximise the end user experience.
• Develop innovative learning content that supports the Academy’s strategy towards a hybrid delivery approach, including e-learning and other digital learning tools.
• Develop, implement and maintain assessment and moderation framework and tools to enable accreditation of learners ensuring that SAQA principles of assessment and moderation are adhered to.
• Establish and implement high quality design standards and ensure all programmes aligned to digital practises.
• Evaluate the effectiveness of the designed curriculum and review accordingly.
• Develop learning and  development career path, with minimum standards and supporting development content.
• Incorporate  customer feedback in content design to ensure continued relevance and responsiveness to business and other customer needs.
• Facilitate learning and development interventions when required.