Job Vacancies at PPS

Minimum Requirements

Qualification:

• Matric.
• Bachelor’s degree in commerce or related field essential / A track record of experience and industry related qualifications.
• RE5 will be advantageous.
• A completed NQF 5 – Wealth Management or RFP 3 will be advantageous.
• CFP and/or CFA level 1 would be advantageous.

Experience:

• At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
• Experience in Life Assurance will be an advantage.
• Discretionary Fund Manager’s and/or multi management experience would be advantageous.
• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Technical knowledge about investments, investment industry & trends
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
• 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

Broker Consultant:

• 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.

Investment Specialist:

• Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
• Identify and develop strategic partnerships to leverage new opportunities.
• Position PPS Investments as the niche LISP for intermediaries in your region.
• Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
• Provide PPS head office with detailed reporting on leads and opportunities.
• Excellent client services, including proactive response to intermediary needs.
• Supply intermediaries with accurate investment, product, fund, service and investor information.
• Training and developing the intermediary and support staff.
• Supporting investment projects and campaigns, with the ability to deliver investment presentations.
• Participating in investment product implementation.
• Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
• Regular formal report backs to the Area Manager

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Minimum Requirements

Education: 

• B. Com Accountancy degree  

Experience:

• 5 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

Duties and Responsibilities

Operational Process:

• Calculation of resignation, retirement, AD vesting and death claim benefits.
• Calculation of Exit Quotes generate letters and quality assure the letters.
• Transferring of balances from Special benefit account and Apportionment accounts to the current accounts 
• Processing of Credit Control Journals for each calculation done 
• Quality assurance for calculations processed prior to submission of payments.
• Updating of the input file for the transactions to be uploaded on to the system.
• Service Manager to be uploaded with the required Calculation and with relevant notes.
• Resolution to internal and external request within Service level agreement
• Providing support and assistance to team members and manager.

Accounting:

• Reconciling members information on system to the Exit calculation.
• Prepare daily journal files.
• Investigate and reconcile members billing accounts.

Stakeholder Management:

• Provide support to the broader Life Operations business units. 
• 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: 

• Respond to queries and investigations within agreed SLA.
• Adherence to process control and service levels agreements. 
• Performing other duties assigned from time to time by the manager.

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Education: 

• Bachelor of Commerce. Com Accountancy degree. 

Experience:

• 4-8 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.

Duties and Responsibilities

Collections:

• Prepare daily billing file.
• Correct collection file to IAA billing via Input files daily.
• Maintaining and updating workflows on Service manager.
• Prepare refunds, claims and commission payment files.
• Quality Assurance of documentation and processing of all payments accurately and timeously.
• Process Service Manager workflows within 8hr per SLA.
• Respond to queries and investigations within 8hr per SLA.
• Performing other duties assigned from time to time by the manager.
• Adherence to process control and service levels agreements. 
• Providing support and assistance to team members and to the manager.
• Assistance and finalisation of team projects.
• Monthly reconciliation and maintenance of the suspended report list.

Accounting:

• Prepare daily and month end journals.
• Reconciling the financial data of PPS members processed. 
• Conduct reconciliation of all accounts on an as needed basis.
• Assistance and finalisation of team projects.

Other focus areas:

• Cash control reconciliation to bank account and TB.
• Reconciling bank statements and recording cash payments accurately and timeously.
• Prepare daily and month end journals.
• Assist with year-end requirements and audit queries.
• Assistance with the monthly cashbooks reconciliations.
• Analyse the upload files and process correcting entries where applicable.

Stakeholder Management:

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

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Formal Qualifications:

• Bachelors Degree
• Degree in Business Analysis (preferred)

Knowledge and Experience:

• Process Management in depth knowledge
• Design thinking knowledge and understanding.
• Exposure and understanding of project management.
• Proficient knowledge in implementing business methodologies.
• Proficient in understand capability mapping in the context of Business Architecture
• Proven knowledge of Systems development Life Cycles particularly Agile methodology.
• 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
• Proven knowledge of general business principles and practices
• Exposure and understanding of business incidents and issues, change and priority management.

Key Responsibilities:

• The intermediate business analyst will be required to fill-in the role of Production Support analyst as and when required from time-to-time.
• The incumbent will in the role of Production Support analyst provide end-users assistance by identifying and replicating the production issues raised by business.
• The production support analyst role will log the calls associated with incident raised and assigned to the relevant technical teams for resolution.
• The production support analyst role will test all data fixes and resolved production incidents to verify that the solution work correctly as expected
• Produce functional requirement specifications to deliver on business requirements through a structured work approach using quality, governance, and customer service as the top-of-mind analysis practices.
• Can apply the appropriate solution design standards so that customer requirements, process 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 Production Support and the business requirement.
• Planning and Process Management: detailed knowledge for optimizing business workflows
• Adopts business process management standards and procedures to improve business processes.
• The Business Analyst will focus on outcomes-based deliverables and understand the Business Architecture, inclusive if value stream maps and end to end business processes so that all information is collated for an informed Business Specification.
• Use adopted methods of eliciting business requirements and complete detailed documentation so that this can be translated into a business solution either by introducing a technology platform or reframing the way a business process works end to end. 

Financial Management:

• The incumbent must be able to provide input into budgets for Business Analysis work

Strategic Orientation:

• Knowledge and understanding of the PPS vision, strategy and member value proposition
• An eye for the detail and know how to fit them together to form a bigger picture

Communication:

• Is transparent in ensuring that key business inhibiting capabilities are highlighted with a solution orientation approach
• Speak, listen and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques (metrics and measures)
• Is articulate and communicates in a logical way around the subject at hand which demonstrates detailed understanding of the business requirement at hand
• Is able to facilitate any session in a pragmatic way so that the information received is clear and concise.
• Provides regular insights to peers around system development quality issues that may be impacting system performance and customer productivity
• Is confident in conceptualising, building and presenting plans related Business Capabilities which allows business to think more intuitively
• Good at creating and sustaining networks for best practices and insights about Business Analysis and value stream mapping, so that multi-disciplinary approaches are leveraged 

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Education: 

• A tertiary qualification (NQF6 or above) with relevant business orientation advantages 

Experience:

• 2+ years of experience in an administration environment.
• Experience in the policy administration environment would be beneficial.
• Call Centre experience would be beneficial to assist with telephonic enquiries

Key Responsibilities:

• Quality assurance of claims documents received, as per the work instruction.
• Ensuring valid banking details linked to payment scheduler.
• Drafting of claims correspondence e.g. letters and emails.
• Verifying of member’s contact details and personal information.
• Sending out of communication of claims correspondence, inclusive of attachments.
• Uploading of claims assessment correspondence/documents on system (correspondence, emails, reports referral sheets, stats, etc.).
• Correctly administer claim documents and claim correspondence as per the published work instruction.
• Maintaining Team service level agreement by ensuring daily targets achieved 

Assist Management and Support Team :

• Agree duties with team members in order to achieve operational targets including prioritization and work schedules.
• To execute policies and procedures related to service delivery in Operations and between other areas.
• Build and maintain relationships with relevant stakeholders

Maintain Product Expertise:

• In order to answer customer complaints and questions, a Technical Administrator 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. Identify process and procedure improvements and make recommendations to streamline and simplify processes.