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  • Posted: Apr 15, 2024
    Deadline: Not specified
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    PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means that it exists solely for the benefit of its members. Thus, ...
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    Consultant: Clinical Auditor - Centurion

    Minimum Requirements

    • Nursing qualification.
    • Clinical Auditing experience
    • Minimum of 2 years' experience in the managed care environment

    Duties and Responsibilities

    • Conduct clinical audits on claims and costs to ensure correct payment of claims to providers and members
    • Accumulate/Investigate data using clinical experience to highlight risks and trends which might influence the costs to the scheme
    • Compile audit reports to point out trends and risks
    • Liaise with providers to develop and maintain relationships 
    • Assist in the settlement of claims disputes to ensure correct payment of claims
    • Research new medical and surgical instrumentation and products to keep the company abreast of changes in the industry
    • Provide Clinical input into work directives and protocols to assist PMSA with clinical decisions
    • Participate in negotiations with service providers in order to assist the Scheme with the cost effective management of resources
    • Required to assist with the review of policies, protocols and formularies from a clinical and financial position
    • Evaluate current medicine usage trends and compare with those of local and international sources for best practice
    • Monitor medical literature and use evidence-based principles to generate enhancements in funding protocols
    • Review and research new drug trial results, in collaboration with the Medical Advisor
    • Answer clinical queries from Providers within the Schemes' SLA requirements
    • Perform tasks timeously and with necessary detail in response to issues raised
    • Provide input and support to the Clinical Committees, MHC meeting and other committees as and when required
    • Assisting with all adhoc requests on any clinical matters when required
    • Maintain information gathered on knowledge management portals
    • Proactively identify and manage potential problems/escalations within customer base with appropriate resolution plans

    go to method of application »

    Graduate Advisor (Pretoria)

    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 »

    Bookkeeper - Parktown North Johannesburg

    Minimum Requirements

    Qualification:

    • Matric
    • Diploma advanced Certificate.

    Knowledge and Experience:

    • Knowledge of the insurance industry an advantage.
    • Knowledge of bookkeeping.
    • Knowledge of Great Plains will be advantageous.

    Strategic Orientation: 

    • Responsible for the reconciliation between the bank account and the general ledger.
    • Rental reallocations.
    • Intercompany invoices.

    Communication:

    • Build a working relationship with fellow colleagues.
    • Anticipates and responds appropriately to the needs, and feedback of various  stakeholders internally and externally.

    Commercial Acumen:

    • Able to prioritise and work under pressure.
    • Able to meet strict deadlines.
    • Accuracy and figure orientation are key attributable for this job.

    Computer Literacy:

    • Is adept in the use of the latest MS Office package, particularly Excel, Word and Power-point.
    • Knowledge of Great Plains an advantage

    Interpersonal and Intrapersonal Skills:

    • Confident.
    • Self-starter.
    • Persuasive and influential.
    • Good networking skills.
    • Good presentation skills.
    • Manages expectations.
    • Self-aware.
    • Professional.
    • Responsible & accountable.
    • Attention to detail.

    Duties and Responsibilities

    BOOKKEEPING:

    • Administering Cash Levels daily.
    • Administration of Cash books.
    • Processing of various month end journals.
    • Assistance with Salaries payments and related payments.
    • Administering statutory payments.
    • Various General Ledger reconciliations.
    • Various other month end reconciliations.
    • Treasury function.
    • General Finance functions.
    • Administering of foreign petty cash.
    • Monthly rental journals and invoice collation.
    • Monthly on charges to subsidiaries.

    go to method of application »

    Head of Department: Data Analyst

    Minimum Requirements

    • Matric
    • Tertiary Qualification (Clinical, Statistics, Actuarial)
    • Data Science Qualification
    • Minimum 7 years of experience within required field
    • Excellent leadership Skills
    • Report writing and problem-solving skills, ability to demonstrate knowledge of a broad range of reporting activities.
    • Product knowledge an advantage
    • Understanding of contractual SLA’s
    • Ability to network.
    • Organisational and planning skills, being able to prioritise workload.
    • Drive for results
    • Ability to use initiative, a self-starter.
    • High attention to detail and high level of accuracy
    • Analytical thinker
    • Excellent interpersonal skills including the ability to communicate, negotiate and influence across the organisation and externally.
    • Exposure within the Medical Scheme administration environment, ISO principles and other related legislature would be an added advantage.
    • Computer literacy (MS Office, advanced MS Excel and MS Access is required)
    • Experience in reporting, data extraction, data mining, data modelling and predictive modelling essential. 

    Duties and Responsibilities

    • Oversight of the reporting team and the related strategy
    • Prepares reports by collecting, analysing, and summarizing information as per contracted deliverables and ad hoc requests.
    • Provide requested reports with required data elements for team and other departments as needed.
    • Develop new reporting applications to meet business demands and evolution of the data landscape.
    • Collaborate with internal stakeholders by proactively communicating client activity to ensure effective management of issues and client satisfaction levels.
    • Communicating accurate and timely information to the team.
    • Essential for helping to plan, organise, coordinate and control production within the organisation
    • Identify opportunities to improve the teams output and their growth
    • Understanding business procedures in order to facilitate dispute resolution

    go to method of application »

    Business Manager - Centurion

    Minimum Requirements

    Education:

    • Bachelor's degree essential

    Experience

    • Minimum 10 years of experience in healthcare management, medical scheme administration, or health insurance operations.

    Knowledge, Skills & Competencies:

    • Strong understanding of medical scheme regulations, healthcare financing, and managed care principles.
    • Excellent leadership skills
    • Analytical and problem-solving abilities, with a focus on continuous improvement and innovation.
    • Proven track record of achieving results.
    • Practical knowledge and understanding of stakeholder engagement
    • Excellent command of written and spoken English
    • Effective communication and interpersonal skills, with the ability to interact with diverse stakeholders.
    • Maintenance of professional image at all times 
    • High levels of integrity, honesty and reliability and ability to maintain confidentiality 
    • Ability to work independently, prioritize tasks, and meet deadlines in a dynamic environment.
    • Attention to detail, planning, organizing, information management and monitoring 
    • Leadership, negotiation, and facilitation 
    • Proactive, client service and quality orientation 

    Duties and Responsibilities

    • Management of Complimentary products
    • Complementary Product strategy and implementation
    • Co-ordination of business strategy across all areas of the business
    • Fund management
    • Project Co-ordination
    • Collate reports and ensure that all documentation prepared is in line with the business quality standards.

    go to method of application »

    Hybrid Broker Consultant and Investment Specialist (Johannesburg West)

    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 investments related honours degree will be an advantage.

    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.

    Knowledge:

    • 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.

    Computer Literacy:

    • MS Office package, particularly Internet, Outlook, Excel and Power Point.
    • CRM experience.
    • Client database experience an advantage.

    Interpersonal and Intrapersonal Skills:

    • Relating to Customers.
    • Excellent communication skills.
    • Quality Orientated.
    • Reliable.
    • Customer Focused.
    • Resilient.
    • Results Driven.
    • Service driven professional with a strong need for financial independence.
    • Demonstrable training delivery skills are essential.
    • Self-discipline to work unsupervised and to maintain CRM system.
    • Strong presentation skills.
    • Relationship management – networking.
    • Communication - verbal & written.
    • Performance driven.
    • Innovative thinking and problem-solving

    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.

    go to method of application »

    Learning and Development Specialist (Gemini)

    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 5 years Industry Experience preferred
    • A minimum of 4-6years’ 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.
    • Proven ability to manage relationships, design and deliver training, and adapt to changing organizational needs.

    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.
    • Adult learning methodologies: Techniques for engaging adult learners in the training process, like interactive activities and case studies.
    • Presentation skills: The ability to deliver clear, informative, and engaging presentations.
    • Facilitation skills: Leading discussions, encouraging participation, and managing the learning environment effectively.

    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 the 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.
    • 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.

    go to method of application »

    Graduate Advisor (Boland)

    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 »

    Intermediate Business Analyst - JHB

    Education:

    • Grade 12
    • Business Design or Business Analysis Diploma or Degree or any relevant degree

    Experience:

    • 3-5 years working experience in financial services industry
    • Exposure in understanding business incidents, change and priority management
    • Experience in value chain mapping, design thinking and how systems are utilised in business requirements gathering and completion of business specifications.
    • Project management experience

    Knowledge and Skills (maximum of 10):

    • Process Management in depth knowledge
    • Design thinking understanding
    • Proficient knowledge in implementing business methodologies
    • Understanding of Systems development Life Cycles
    • Proven knowledge of general business principles and practices
    • Understanding IT dependencies and inter – dependencies ensuring that the end to end business value chain is not compromised
    • Competencies (maximum of 8):
    • Analysis
    • Client focus
    • Effective communication
    • Enabling team success
    • Results orientation
    • Teamwork
    • Quality orientation
    • Interpersonal effectiveness
    • Persistence and tenacity 

    Duties and Responsibilities

    • Responsible for the systematic and methodical investigation, analysis and documentation of all or part of a business area in terms of business functions and processes, and the information they use across applications. 
    • Responsible for impact analysis to identify all affected interfaces by new systems or change to existing systems. Identifies and examines business needs and determines timely and effective solutions to business functions and processes
    • Delivers business specifications through a structured work approach using quality, governance and customer service as the top of mind analysis practices
    • Apply the appropriate solution design standards so that customer requirements, 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 the business requirement
    • Demonstrating a strong sense of responsibility for the articulation of business requirements and solutions through partnering with IT, business and understanding customer value propositions
    • Provides business with an understanding of why a metrics-driven environment is essential: an innovative thinker, pairing ideas with solutions and measurable outcomes.
    • Planning and Process Management
    • Provides input into business process management standards and procedures
    • Adopt the prescribed methodology and business requirements framework to ensure consistency of analysis and solution orientation.
    • Interact with all business and or technology partners in the formulation of business solutions.
    • Focus on outcomes-based deliverables and understand the Architecture, inclusive if value stream maps and end to end business processes so that all information is collated for an informed Business Specification. This will ensure that end to end people, process and technology alignment is always top of mind when completing Business Specifications.
    • Be aware of what the latest innovations, best practices around automation and understand where Artificial Intelligence fits into the business solution.
    • Provide input into the construction of a business case before a formal project or initiative can be approved.

    go to method of application »

    Group Finance Manager - JHB

    Minimum Requirements

    Education: 

    • CA (SA) with minimum of 3 years post articles.

    Experience: 

    • Completed Articles.
    • Previous experience in an Insurance company would be an advantage.
    • IFRS17 knowledge an advantage.
    • Proven track record of being involved in the preparation or audit of Annual Financial Statements in the financial services sector.
    • Experience in a financial accountant role.
    • Exposure to various software solutions.
    •  Knowledge of Great Plains an advantage

    Knowledge and Skills:

    • Good technical accounting knowledge of IFRS. This role gives technical input into Accounting for PPS.
    • Insurance Limited and PPS Insurance (Namibia) Limited and disclosure thereof.
    • Financial Reporting knowledge and understanding.
    • Managing process and people to meet strategic objectives and deadlines.
    • Key person ensuring control environment is sound regarding Financial Reporting.
    • Expresses opinions, information and key points of view clearly and assertively.
    • Anticipates and responds appropriately to the needs, reactions and feedback of various stakeholders internally and externally.
    • Able to prioritise and work under pressure.
    • Able to meet strict deadlines

    Competencies:

    • Confident.
    • Self-starter.
    • Persuasive and influential.
    • Good networking skills.
    • Good presentation skills.
    • Manages expectations.
    • Self-aware.
    • Professional.
    • Responsible & accountable.
    • Attention to detail

    Duties and Responsibilities

    Processing:

    • Review of transactions in the General Ledger system including Reinsurance, Expenses, provisions and other.
    • Review of all Invoicing and monitoring of payments between company and subsidiaries.
    • Reviewing preparation and Payment of monthly reinsurance.
    • Managing the Accounting Treatment of all leases within the companies.
    • Managing the recoverability of reinsurance claims from reinsurers with the actuarial department.

    Reconciling:

    • Reviewing of all relevant balance sheet accounts to third party documentation.
    • Resolving outstanding issues timeously.

    Management Reporting.

    • Reviewing Commentary on variances in the I/S and B/S of the entities.
    • Reviewing and at times preparation of the Group Dashboard.
    • Reviewing expenses to Budget by Company / Cost centre and familiar with reasons for variances.
    • Preparation of monthly expense reports to be sent to each Exco member.
    • Review and preparation of Exco slides for Budget / Forecast

    Budgeting:

    • Overseeing and managing the budget process for INSCO, Namibia, Foundation, Property Fund Trust and Holdings Trust entities.
    • Review and managing of Input of budgets for central costs and revenues.
    • Review of budgets and obtain a sound knowledge of what is driving income and expenses.
    • Preparing budget /forecast presentations for Exco and Board budget meetings.

    Statutory reporting:

    • Prepare and reviewing of the annual financial statements of all entities.
    • Providing all requested information to auditors (external & internal) and attending to Audit queries.

    Team support:

    • Providing input into tax and statutory reporting.
    • Running of all Trial Balances from Great Plains.
    • Work closely with bookkeepers & creditors to ensure correct accounting and allocations in General Ledger.
    • Assisting with Ad Hoc requests of the Senior Manager and Executive of Finance.
    • Managing two direct reports and their performance reviews

    Special Projects:

    • Actively involved in new projects including various automation projects of the Group Dashboard and other Financial reports.

    Method of Application

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