Job Vacancies at PPS

Qualifications:

• Grade 12
• Bachelor's degree in a relevant field such as Information Technology, Business, Finance or Economics 
• A minimum of 5 years of experience in business analysis or a related field.
• Exceptional analytical, conceptual thinking skills, proficiency in data analysis tools, excellent communication skills, and knowledge of business processes
• The ability to influence stakeholders and work closely with them to determine acceptable solutions
• FTI Advanced program in Business Analysis (AdBA)

Duties and Responsibilities

• Understanding the business requirements, and through a structured process
• Documenting, validating and translating it into functional specifications that are used by
• Developers to craft a technical solution.
• Testing and validating the functionality of the technical solution against the business.
• Interfacing between the business client and the development team with regards to the business and functional requirements.
• Ensuring that the business requirements are delivered in the implemented solution.
• Working with multiple business areas and multiple teams that require deep integration ofsolutions.
• Building and maintaining strong relationships with clients and acting as consultant on the application.
• Continuously seeking to improve current business processes.
• Conduct research and collect data which will help in meeting client’s needs.
• Analysis of information using various statistical methods to determine various patterns.
• Provide training on functionality developed and improved.Ensure team members within group perform effectively and productively.

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Minimum Requirements

• CA (SA) qualification
• Newly qualified CA (Insurance industry is an advantage)
• Strong technical knowledge of IFRS
• Exposure to IFRS 17 ( is an advantage) 
• Analytical mindset with attention to detail
• Ability to work independently and consistently meet deadlines

Key Responsibilities:

• Reconcile all balance sheet accounts to third-party documentation
• Resolve outstanding issues promptly
• Assistance with preparation of monthly management accounts and variance commentary
• Assistance with preparation of quarterly board reports for the relevant entities
• Compile annual financial statements in line with IFRS.
• Respond to audit queries and prepare solvency tests where applicable
• Perform ad-hoc tasks to support strategic decision-making / on-going projects.
• Automation of key monthly processes.

Budget:

• Prepare budgets for entities within Group Finance and coordinate with relevant stakeholders throughout the budgeting process
• Develop and deliver budget presentations for Exco and Board meetings
• Provide insightful commentary and input on central costs and revenues, supporting strategic financial planning

Strategic Orientation:

• Deliver key management reports to Exco and the Board
• Ensure accuracy, timeliness, and high standards in financial reporting
• Maintain a strong control environment and general ledger integrity

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Education:

• Matric
• A 3-year tertiary qualification (Degree/Btech) with relevance business orientation

Experience:

• 2+ working experience in call centre AND back office processing is a clear advantage
• Experience in the client service environment, advantageous

Key Accountabilities

• The consultant will provide intermediary services (administrative and marketing) across the client sets.
• Information needs to be provided in accordance with legislative requirements.
• The purpose is to provide an exceptional telephonic service and online navigation for our clients and deliver against our client service principles.
• Responsibilities may include proactive contact with the clients or potential clients (leads).
• The consultant will also help to build and manage the daily operations of the business – processes, systems and projects. This will include developing internal controls for the business, testing and administration of the various systems, and running the operations of the business smoothly to ensure that clients are serviced in the PPS way.

Respond to Customer needs

• 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 request according to standard operating procedures
• Follow up customer calls where necessary
• Complete call logs and reports
• To take ownership of service level standards and ensure they are reached consistently
• In addition to their regular duties of answering customers basic questions, a Operations Consultant are responsible for handling complaints that are too complex to be handled by junior employees.

Assist Management and Support Team  

• Agree duties with team members in order to achieve operational targets including prioritization and work schedules
• Responsible for enforcing PPS’s training and development program. They may also be assigned a junior employee to mentor.
• To execute policies and procedures related to service delivery in Operations and between other areas
• Build and maintain relationships with relevant stakeholders

Keep Track of Customer Trends

• An Operations Consultant uses available software to document each customer interaction to help streamline the customer service process and notice trends to report back to the product development team.
• 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
• Recognize, document, and alert the management team of trends in customer calls

Maintain Product Expertise

• In order to answer member/intermediary complaints and questions, an Operations Consultant 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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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.

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Education: 

• Bachelor's degree in sales, marketing, or related field.
• Business Management / Economics / Investments or similar.

Experience:

• A minimum of 5 years' management experience.
• A minimum of 2 years’ experience in the Financial services Industry.
• 5-8 years plus of working experience in a similar environment.
• Successful previous experience as in a client services environment within financial services.
• Strong business sense and industry expertise.

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.
• Determine client engagement and experience strategies and plans using NPS.
• Handle all client/intermediary queries and/or complaints (telephonic /written /face to face/social media).\
•  Ensure that the product, service and technical knowledge is sound to secure a beginning to end finalization of queries and complaints.
• 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 and root cause analysis 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, PPR’s and Insurance Law.
• Responsible for driving continuous business improvement and visualization of end user experience across all self service and channel      interactions. 
• Liaising with operations support to provide best client experience across all tough points. 
• Technical understanding of all PPS offerings and the ability to apply that understanding to daily outputs.
• Benchmark our standards and performance against industry & conduct research into emerging markets and complete competitor analysis based on client experience
•  Work with team to support learning objectives of respective departments; to identify and support training interventions and fill gaps. 
• Manage quality assurance, analytics and data regulatory reporting to the FSCA and for all client experience touchpoints 

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.
• Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs.

Reporting & Investigating 

• Analysis and resolution of all exception reporting.
• Daily and monthly reporting.
• Verify the accuracy of reconciliations received from the Administrator Partner as well as preparing reconciliations on their own.
• Causal and trend analysis.
• Conduct forums to give feedback on trends.
• Identify efficiencies, recommend changes and enhancements, drive implementation and monitor success thereof.

People Management

• Own recruiting, objectives setting, coaching and performance monitoring of the Client Relations Management team.
• To monitor and manage work outputs.
• To monitor the relevant queue and allocate sufficient resources.
• Increase productivity of the team through innovative motivation methodology.
• Accountable for training and developing staff.

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Education:

• Bachelor’s degree in Industrial Psychology, Psychology or Human Resources Management or Commerce is essential
• Hons Degree is preferred

Experience:

• 1 – 2 years HR experience is preferred 
• Experience in conducting competency - based interviews would be advantageous
• Understanding and knowledge of assessments would be an advantage 

Duties and Responsibilities

Talent Acquisition:

• Forecasting hiring needs and sourcing potential candidates using different platforms and various online channels.
• Partner with the HR Business Partners and Line Management to establish the role requirements and business needs.
• Post external and internal adverts and screen CVs for referral to the recruiting manager.
• Ensure that vacant positions are filled in line with the EE Plan and targets of PPS.
• Use of internal advertising, internet sourcing, social media and other technical means to source best fitting candidates for vacancies.
• Schedule and conduct interviews, guiding and leading the end-to-end recruitment and selection process. 
• Evaluating candidates' performance in interviews and conduct any relevant assessment.
• Draft and send Offers to the relevant stakeholders and candidates.
• Take steps to ensure positive candidate experience.
• Build and enhance talent pipelines.
• Facilitate all pre-employment and security checks timeously.
• Ensure adherence to the talent acquisition policy, processes and SLA. 
• Effective use of tools and resources for efficient talent acquisition through to on-boarding.
• Is adept in the use of the latest MS Office package, particularly Word and PowerPoint, Internet, Outlook and Excel

Stakeholder Management:

• Build and maintain relationships with the HR community and line management. 
• Building relationships with potential candidates and hiring managers.
•  Develop and manage relationships with third party recruitment agencies and search firms.
• Collaborates with key business stakeholders to ensure understanding of each vacancy available.
• Engage and partner closely with various stakeholders to advise, guide the recruitment process.
• Implement and maintain Service Level Agreements.
• Effectively communicate with the business stakeholders and HR Business Partners.
• Collaborates with key stakeholders to optimise the recruitment process.
• Responsible for hiring staff and accountable for the Recruitment process.

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Formal Qualifications:

• A relevant bachelor’s degree is essential
• An Honours degree and PPS membership would be preferably
• Certified Finance Planner would be advantageous
• Completed RE5 (Representative) certificate
• Completed RE1 (Key Individual) certificate

Knowledge and Experience: 

• At least 2 years Sales Management experience in Sales and Distribution within the Financial Services or similar environment
• 3 to 5 years’ experience in Insurance product sales or advice
• Proven track record in people management and leading a sales team
• Proven track record in achieving sales targets
• The establishment of a good network and collaborative relationships to support the achievement of sales targets

Key Responsibilities:

• Recruit, coach, develop and motivate a Financial Advisory team to ensure they deliver the required member experience, quality of service and personal targets
• Accountable for the optimization for processes, resources and technology to assist financial advisors to fulfil their roles
• Knowledge and understanding of sales activity and productivity management processes
• Monitor compliance, recommendations and advice rendered to clients
• Conduct performance management
• Supervision in line with FAIS requirements
• Keep abreast of changes in legislation, products processes and systems
• Business Development

Strategic Orientation: 

• Knowledge and understanding of the PPS vision, strategy and member value proposition
• Understanding of the PPS Advice and Distribution strategic objectives
• Acts with confidence and works independently 

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
• Is confident in conceptualising, building and presenting concepts and plans
• Excellent communication skills (verbal, written and presentation) 

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Minimum Requirements

Formal Qualifications

• High school (Matric / Grade 12)
• Preferably: Secretarial diploma (or similar).

Duties and Responsibilities

Primary Function

Support the Regional Manager (RM):

• Arrange facilities for new recruits.
• Assist with completion of supervision (RE5 and NQF L5).
• Develop and distribute branch communications.
• Complete DOFA request.
• Ensure branch rules/constitution are followed.
• Maintain hard copy and electronic filing system.
• Managing C1, C1.5 and C2 spreadsheets for the Regional Manager's (RM‘s) discretion.
• Receive and relay telephone messages to and from the RM.
• Direct the Advisor to the appropriate staff member with regards to queries.
• Assist the RM in compiling an annual development plan with the Advisors (IDP).
• Assist with Advisor changes including Advisor reallocations.
• Gather feedback on leads and capture it on the system. Follow up every month.
• Coordinate travel arrangements; prepare itineraries; prepare, compile and maintain travel vouchers and records.
• Coordinate and manage event arrangements (banners, brochures, catering, venue).
• Arrange monthly branch meeting.
• Arrange weekly one-on-one meetings with the Advisors under supervision with RM.
• Produce and circulate agendas of team meetings.
• Produce and circulate minutes of team meetings.
• Manage Outlook diary on behalf of the RM.
• Handle correspondence on behalf of the RM.
• Compile and update the compliance files PoE for audit purpose – scan and upload on the system monthly.
• Track and ensure compliance as well as re-accreditation of Advisors on an annual basis.
• Produce monthly and weekly reports (reflecting applications per Advisor & API).
• Producing monthly report for RM.
• Update the Business register - hardcopy and electronic.
• Assist on an ad-hoc basis as and when requested by the Regional  Manager.
• Send a birthday message to clients on behalf of the Advisor.

Secondary Function

Support Advisor:

• Perform beneficiary updates for Advisors or direct the Advisor to Member Services to perform the updates on behalf of the Advisor.
• Link the client to an Advisor on system.
• Prepare documents/file for an Advisor before they go and see EXISTING clients - when the Advisor is not in the office and it is impossible for an Advisor to prepare the quote.
• Create leads on Avalon (web leads, re-intermediator).
• Assist new Advisors by training them to prepare quotes for clients.
• Direct the Advisors to the correct channel so that the Advisor can forward queries for EXISTING CLIENTS including Commission, Claims, Underwriting, Investment and other ad-hoc queries. (RM Job) (Use Operational Escalation Process).
• Act as the primary source for arranging client servicing appointments for the Advisors with EXISTING CLIENTS (as per resource availability).

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Minimum Requirements

Formal Qualifications:

• Matric (Grade12)
• Relevant commercial/legal/industry specific NQF level 6 qualification is preferable
• FAIS recognised NQF level 7 and above qualifiction is highly  advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper and accredited
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

Experience and Knowledge:

• 2 years’ experience in the Financial Services industry in a direct sales role within the risk and investment spaces
• 2 years' expereince in holistic Financial Planning
• Knowledge and understanding of the dynamics of the professional client market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements
• Experience prospecting for clients

Main duties and responsibilities:

• Providing suitable advice to best fit the needs and requirements of professionals
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
• Meeting clients to understand their financial objectives
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a professional network and sustainable business within the professional market

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Minimum Requirements

Formal Qualifications:

• Matric (Grade 12)
• Relevant commercial/legal/industry specific NQF level 6 tertiary qualification is preferable
• FAIS recognised NQF level L7 and above qualification is highly advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

Experience and Knowledge:

• 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
• 2 years' Financial Planning experience
• Knowledge and understanding of the dynamics of the professional client market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements
• Experience prospecting for clients

Duties and Responsibilities

• Providing suitable advice to best fit the needs and requirements of professionals
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
• Meeting clients to understand their financial objectives
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a professional network and sustainable business within the professional market