Job Vacancies at PPS

Job Advert Summary    

This role will be responsible for exit calculations of resignation, retirement and death claim.  
This role focuses on Operational Processes, Accounting, Stakeholder Management with additional accountabilities which are critical to Operations Finance.

Minimum Requirements    
Education: 

• B. Com Accountancy degree (advantages)  

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.

Knowledge and Skills:

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

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 utilize new information and skills.
• High level of accuracy and be able to operate efficiently under pressure.
• Good written and verbal communication skills.
• Must be self-motivated.
• Time management skills.
• Be a team player and take responsibility for own development initiative.

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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Job Advert Summary    

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    

Formal Qualifications:

• 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    

Main 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.