Current Vacancies at PPS

• The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.
• The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base. The successful candidate must have their own vehicle and driver’s license.

Minimum Requirements    
Formal Qualifications:

• Matric (Grade 12)
• 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:

• Able to relate to customers within a diverse market
• Customer focused
• Good verbal and written communication skills
• Good presentation skills
• Results-driven
• Quality-orientated
• Reliable
• Resilient

Duties and Responsibilities    

• Have a very focused approach toward becoming a professional Financial Planner
• Hosting financial workshops for students and young professionals
• Educating existing clients on sound financial principles
• Guiding students and young professionals to make the correct financial choices from the start
• Liaising with a PPS Marketing Specialist on all marketing activities and workshops on campus
• Making appointments with existing PPS student members to discuss the PPS student product range and benefits
• Building a client base by selling the PPS student product range to PPS student members
• Adhering to the regulatory and compliance process of the financial industry
• Staying up to date and excelling 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 »

• The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.
• The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base. The successful candidate must have their own vehicle and driver’s license.

Minimum Requirements    
Formal Qualifications:

• Matric (Grade 12)
• 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:

• Able to relate to customers within a diverse market
• Customer focused
• Good verbal and written communication skills
• Good presentation skills
• Results-driven
• Quality-orientated
• Reliable
• Resilient

Duties and Responsibilities    

• Have a very focused approach toward becoming a professional Financial Planner
• Hosting financial workshops for students and young professionals
• Educating existing clients on sound financial principles
• Guiding students and young professionals to make the correct financial choices from the start
• Liaising with a PPS Marketing Specialist on all marketing activities and workshops on campus
• Making appointments with existing PPS student members to discuss the PPS student product range and benefits
• Building a client base by selling the PPS student product range to PPS student members
• Adhering to the regulatory and compliance process of the financial industry
• Staying up to date and excelling 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 »

• The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.
• The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base. The successful candidate must have their own vehicle and driver’s license.

Minimum Requirements    
Formal Qualifications:

• Matric (Grade 12)
• 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:

• Able to relate to customers within a diverse market
• Customer focused
• Good verbal and written communication skills
• Good presentation skills
• Results-driven
• Quality-orientated
• Reliable
• Resilient

Duties and Responsibilities    

• Have a very focused approach toward becoming a professional Financial Planner
• Hosting financial workshops for students and young professionals
• Educating existing clients on sound financial principles
• Guiding students and young professionals to make the correct financial choices from the start
• Liaising with a PPS Marketing Specialist on all marketing activities and workshops on campus
• Making appointments with existing PPS student members to discuss the PPS student product range and benefits
• Building a client base by selling the PPS student product range to PPS student members
• Adhering to the regulatory and compliance process of the financial industry
• Staying up to date and excelling 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 

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Job Advert Summary    

• Develop and implement comprehensive business development strategies to gain traction and new market growth for Gemini. Embed Gemini value proposition with existing PPS advisors and leading Independent Financial Advisers. Build a Gemini distribution capability that supports all the business areas within the PPS that fall outside of the traditional PPS eligibility criteria.

Minimum Requirements    
Education:

• Relevant tertiary financial/investment qualification essential
• A CFP ® and/or investment related honours with current FPI membership
• Postgraduate business qualification e.g., MBA, CFA

 Systems knowledge:

• Proficient in MS Office Suite, with advanced MS Excel & PPT skills

 Experience:

• Minimum of 7 years business development or sales experience within Life Insurance
• Experience in Insurance product sales industry
• Excellent understanding of the financial services, financial markets and products
• Demonstrated ability to initiate and execute on business development plans.
• Proven track record in building sustained and productive relationships with leading IFA’s and consistently achieving sales targets.
• Demonstrated experience in developing and implementing a marketing strategy.
• Industry profile and accomplished presenter to act as a leading spokesperson with clients, intermediaries, and media.

Knowledge & Skills

•  Knowledge of life insurance products.
• Knowledge and understanding of the dynamics of the insurance.
• Knowledge of best practice in financial advisory services.
• Knowledge and understanding of the financial drivers of a sales and distribution model with specific reference to sales capacity, production margin and acquisition costs and how these drives impact on the value of new business as a contributor to success.
• Working knowledge of TCF and the need for consistency in advice and service delivery across the channels to mitigate against reputational and miss-selling risk.

 Competencies:

• Strategic capability and business awareness
• Knowledge of business and management principles
• People management and leadership skills
• Entrepreneurial and commercial skills
• Exceptional and credible negotiation skills
• Strong networking skills and the ability to build professional relationships with a wide range for external and internal stakeholders.
• Ability to analyse and interpret relevant economic and financial market data.
• Creativity and innovation
• Flexibility and resilience
• Results Focused

Duties and Responsibilities    
Business Development

• Contribute to the development and execution of the Business Development strategy and track implementation of the agreed strategic deliverables.
• Iterate and oversee business development strategies and plans, toward increased market share and sustainable profit growth. The explicit focus will be on accelerating the growth of net new business in all product lines beyond the current trajectories for each of them.
• Participate in and drive distribution forums to build synergies and coordinated business development strategies and initiatives.
• Develop business cases for proposed new initiatives based on sound research and with well-defined relevant metrics of success.
• Provide oversight of competitive intelligence gathering; including analysis of market positioning and trends and anticipate opportunities to ultimately ensure that the Gemini product and service proposition is competitive.
• Providing strategic input and innovative ideas on activities, projects, product activation.

People Management

• Build a Gemini sales team to focus on Gemini products and increasing the number of supporting IFAs.
• Leverage relationships with existing distribution channels within the PPS Group to drive sales activity that ensures the delivery of annual sales profitability and targets.
• Enable and drive a high-performance team culture that supports the achievement of challenging targets and holistic solutioning. The culture should be one that encourages personal development and provides opportunities for individuals to take extreme ownership of outcomes.
• Drive talent development through implementation of learning & knowledge interventions.
• Oversee the development of appropriate incentive structures throughout the division.
• Manage operations, business planning, budget process for business development function to achieve Gemini targets; and manage expenditures toward achievement of objectives.

Stakeholder engagement

• Actively engage with, and build long-term strong relationships with key business partners, associations, stakeholders, intermediaries including high net worth intermediaries to achieve objectives. Maintain relationships Internal Group stakeholders.
• Client report backs and speaking at conferences.

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Job Advert Summary    

• Reporting to the CFO – Project Gemini, the role will be accountable to strategically drive and execute product development and enhancements as well as ensure the ongoing support to the finance and actuarial stakeholders in the new insurance business.
• To ensure the successful running of the day-to-day activities, execute on the short-term strategic objectives of the team and to continually improve processes and methodologies in adherence to the actuarial control cycle in a business unit context.
• To interact with the Statutory Actuary, PPS Group Product division, reinsurance partners and the Group’s external auditors.  

Minimum Requirements    
EDUCATION

• Completed University Degree majoring in Actuarial Science, honours is preferable.
• Making good progress with actuarial exams, having completed at least all the core actuarial principles subjects, preferably up to Actuarial Associateship level

EXPERIENCE:

•  8+ years’ experience working in the financial services industry
• Minimum 5 years’ experience in Life Insurance product development & pricing experience

People Management Experience

• Previous experience with the operational implementation of new concepts would be an advantage
• Proficient in the use of Prophet Actuarial modelling software

 KNOWLEDGE AND SKILLS (MAXIMUM OF 10):

•  Knowledge of coding languages such as SQL or Python would be beneficial.
• Excellent proficiency in actuarial cashflow modelling software. Specifically,
• Sound knowledge of consumer trends and movements in the Life Insurance industry
• Knowledge of actuarial principles and retail insurance products
• Proficient in the use of Prophet Actuarial modelling software
• Good computer knowledge - MS Outlook, Excel, PowerPoint and Word essential

COMPETENCIES (MAXIMUM OF 8):

• Analysing data and extrapolating insights
• Leading and working with People
• Building stakeholder relationships
• Entrepreneurial & Commercial Thinking
• Achieving Personal Work Goals & Objectives
• Adapting & Responding to Change
• Responsible & accountable
• Sound communication skills
• Business Acumen

Duties and Responsibilities    

• Strategically drive the thorough investigation of new initiatives, conceptualisation and the successful implementation.
• Establish and deploy new (or enhancements to) products and processes
• Accountable to ensure the following tasks are executed and driven per initiative, where relevant:

Industry, Competitor and Consumer research

• Concept design and documentation
• Stakeholder identification and buy-in
• Drive adequate levels of engagement with all stakeholders towards implementation of initiatives
• Compilation of business case for approval of funding requirements
• Compiling business requirement specifications to identify IT development needs
• Engagement with IT Agile Teams to execute new initiatives/enhancements to existing products with consideration and planning towards IT implementation cycles (Program Increments)

Engagement with expert stakeholders (data analytics vendors, reinsurers, etc.) where specific skills must be outsourced in the development and testing of solutions

• Drive the execution of new initiatives through the Product Governance processes
• Drive the execution of new initiatives/enhancements to existing products through the Product Governance framework via submissions to the following committees:
• Product Forum
• Group Actuarial Committee
• EXCO
• Actively devise and prepare for future strategic initiatives including obtaining stakeholder buy-in and preparation of business cases to obtain budgets during budget cycles.
• Ensure product compliance with regulatory standards.
• Development of actuarial models for existing and future business, and the implementation of these on the Prophet and other relevant system
• Conducting pricing exercises as and when new products are introduced or w.r.t. enhancements to existing products, using actuarial modelling techniques using Prophet.
• Gathering research insights in close collaboration with other departments to inform enhancements to the Provider product range
• Support sales channels w.r.t. queries of an actuarial nature and respond with high quality written communication, supported by actuarial calculators where required.
• Provide support to operational areas in the business w.r.t. monthly operational reports (such as reinsurance accounting, premiums under advice, etc.)
• Providing actuarial support to various other areas, and the broader business e.g. IT related investigations, testing support
• Responsible for in-depth monitoring of claims trends and reporting of insights to the monthly claims committee meetings
• Analysing PPS data and experience to better support the broader business in its functions
• Producing monthly reports on the business experience
• Compilation of management reports and special investigations from time to time including support of new initiatives/enhancements to existing products via the PPS Product Governance framework.
• Alignment of PPS Actuarial functions with published ASSA Guidance notes, and other regulatory requirements
• Actively coach and mentor actuarial team members to enhance their work competency levels
• Actively coach and mentor actuarial team members to enhance their work competency levels
• Create a culture of high performance, continuous optimisation and management of team performance

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Job Advert Summary    

• Ensure professionals, their families and their intermediaries, as well as staff understand the purpose and long-term benefits of being invested with a mutual financial services group. Position PPS Investments as the investment partner of choice for professionals and their intermediaries (Investment Platform and Asset Management). 

Minimum Requirements    
Ideal experience:

• >5 years of experience within the investment industry
• At least 5 years proven experience as a communication and PR specialist, ideally in an investment focused financial services company
• Experience within an investment platform and/ or asset manager will be advantageous

Ideal qualifications:
Relevant qualification in investments, communications, journalism or public relations.
Competencies & ideal personality attributes:

• Strong copy writing skills
• Strong public relations skills
• Attention to detail
• Excellent communication and presentation skills (written and verbal)
• Strong interpersonal skills with ability to interact at all levels
• Effective networking skills and the ability to build professional relationships with a wide range of external and internal stakeholders
• Self-starter and energetic
• Proactive and innovative
• Influence and persuasive skills
• Decision-making ability
• Results focused
• Flexible and willing to adapt
• Project management skills
• Willing to take direction and able to work independently, demonstrating initiative.
• Excellent time management skills
• The ability to thrive under pressure and meet tight deadlines

Duties and Responsibilities    
Communication

• Manage, monitor and enhance the communications strategy to ensure successful positioning of the PPS Investments brand (investment platform and asset management capabilities)
• Ensure the right communication, for the right people are delivered at the right time on the right platform
• Write and edit PPS Investments collateral across various mediums and/or formats:
• Ensure all material, including the website, remains relevant.
• Drive the alignment of messaging across the business, and linkage to the greater PPS Group
• Manage delivery of content from spokespeople and other contributors for all communications.
• Keep abreast of competitors’ communication activities and identify key learnings for PPS Investments.
• Liaise with PPS Group Marketing to ensure that PPS Investments has a share of voice with its target markets across all communication channels
• Develop and implement an internal communications program

Public relations

• Manage, monitor and enhance the PR strategy to ensure that PPS Investments is highly present in the correct media platforms and positioned as thought leaders.
• Ensure PPS Investments meets its PR AVE targets and that the relevant people are profiled.
• Manage the relationship with PR and other agencies
• Identify newsworthy and relevant topic ideas and liaise with potential contributors.
• Write and edit articles for media

Social media

• Implementing Social Media strategies for PPS Investments across all platforms
• Grow followers and engagements for PPS Investments Social Media initiatives.
• Manage the relationship with the within the PPS Group Social Media team

Content development & management

• Collate and analyse marketing communications and messaging on all platforms to ensure consistency
• Produce effective and relevant content to ensure PPS Investments are known as thought leaders
• Stay up to date on local and international industry trends
• Execute a content strategy that drives high engagement
• Leverage analytics and reports to determine effectiveness and seek continual improvements of marketing and communications initiatives
• Report on monthly communications activity and performance

Marketing & distribution support

• Collaborate with marketing, positioning, investment, product and sales managers to create and develop campaigns, promotional concepts
• Support channel management strategies
• Support with sales activation to improve the sales process

Closing Date    
2023/06/30

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Job Advert Summary    

• The role is a product specialist role and will entail supporting the product development team with developing new products, funds and investment strategies for a linked investment platform and multi-management business. A successful candidate will play an end-to-end role in developing product solutions ideas, conducted research and analysis, determining viability, and drafting of business cases to obtain approval, support and drive implementation of approved products and product content. 

Minimum Requirements    
Ideal experience:

• At least 5 years of work experience in the Investment Industry and Product Development role.
• Demonstrable track record of involvement in developing or implementing new investment product ideas in the retail market.
• In-depth understanding of financial services with demonstrable insights into the investment needs or individuals.
• A good understanding of the Investment industry tax and regulatory framework.
• Sound analytical skills and proficient with analysis of large data sets using Excel and Power BI.

Ideal qualifications:

• A Bachelor’s degree with a focus on Investments /Economics/Actuarial Science with demonstrated academic excellence.
• A strong analytical degree with or studying towards a post graduate investments qualification (E.g., CFA).

Competencies & ideal personality attributes:

• Analytical and enjoy problem solving.
• Investigative nature to unpack complicated problems.
• Proactive and able to use initiative.
• Clear thinker.
• Self-starter with ability to multi-task.
• Highly organised and efficient.
• Evidence of being able to work collaboratively.

Systems knowledge:

• Highly proficient in MS Excel, Power BI and skills in programming would be advantages.

Duties and Responsibilities    

• Development of new solutions, or changes to existing strategies, in conjunction with investment team and business development teams.
• Developing of integrated product solutions across platform and asset management business.
• Product design and modelling/testing of new and existing solutions.
• Conduct analysis on strategic asset allocation outcomes for differing investment mandate and benchmarks to identify new mandate opportunities or amendments to existing solutions.
• Analysis of various data sources to identify client and adviser behavior patterns that inform product design.
• Draft and present business case proposals through relevant Committees for approvals.
• Run as project lead to implement new products and services within business.
• Sign-off on product related content and support to business on product related items.

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Job Advert Summary    

• As a senior resource within the governance team this candidate will provide compliance oversight and monitoring in relation to category 1 and 3 financial service providers within the PPSI Group. 

Minimum Requirements    
Ideal experience:

• 3-5 years in compliance or similar role in a financial services environment
• Exposure to Category 1 and 3 compliance processes within a financial service provider 

Ideal qualification:

• BComm Honours / BusSci degree / or relevant post graduate degree in compliance or related qualification.
• Category 1 registered FAIS compliance officer.
• Registration as a Category 3 FAIS Compliance Officer would be advantageous.
• Member of the Compliance Institute of South Africa (CISA).

Competencies & ideal personality attributes: 

• Ability to exercise independent judgement and reasoning
• Ability to strictly follow procedures
• Logical thinking
• Confident
• Excellent communication skills
• Friendly and professional

Systems knowledge:

• Proficient in MS Office

Duties and Responsibilities    

• Review business processes and recommend applicable changes to ensure adherence and compliance with PPSI Group regulatory framework.
• Provide compliance support to business development and operation stakeholders to ensure operational process adheres to key compliance standards.
• Assist with drafting, commenting and updating compliance process documentation and policies.
• Responsible for category 1 and 3 FAIS license requirements and where possible supervisor trainee compliance officer(s).
• Ensure adherence to the PPS Group Compliance Management Framework. Perform compliance monitoring and where relevant provide recommendations which would result in improvements in relation to business process.
• Provide training to employees and management regularly on compliance related issues and changes to regulatory environment.
• Ensure the PPSI Group regulatory universe is maintained and updated in relation to primary and secondary legislation (i.e., FAIS (essential), LTIA, FICA, POCDATARA, FATCA, POPI, Insurance Act, Companies Act etc.)

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Job Advert Summary    

• As a Talent Specialist, this role will primarily manage, guide and support all talent management practices across the business. The role is in partnership with Human Resources Business Partners (HRBPs) and business leaders to deliver the full spectrum of Talent management practices as defined within PPS.
• The incumbent will be accountable for the full hiring, talent review and retention processes while working with the HRBPs.  Responsible for assessing talent needs across the business and recommending relevant strategies, processes, and systems to advance talent management within the organisation.

Minimum Requirements    
Education:

• Bachelor’s degree in business management, HR Commerce or industrial psychology.
• Organisational psychology/behaviour or similar will be an added advantage.
• Hons Degree preferred.
• Project Management qualification preferred.

Experience

• At least 5 years’ experience in Talent Acquisition, Candidate on-boarding and Talent management
• At least 2-3 years’ experience working in a recruitment agency.
• At least 2-3 years’ experience working with agencies and recruitment vendors.
• End to end experience in talent management including talent identification, talent reviews and talent pool management.
• Experience in managing Graduate Management and internship programs is preferred.
• Experience in managing Applicants Tracking Systems (e.g., Neptune, Cloud Recruit).
• Experience in utilizing Job Search Sites such as LinkedIn and PNet.
• Experience in proactively explore all channels and processes to build diverse pools of talent over and above the inhouse portals to identify and recruit talent (e.g., social media, career fairs, head hunting etc).

Technical Skills:

• HR generalist
• Employee selection procedures and techniques
• Benchmarking skills
• Talent scouting
• Broad talent management practices
• Knowledge of assessments

Knowledge and Skills:

• Advanced knowledge of labour laws especially Employment Act
• Knowledge of applicant tracking systems
• Have progressive experience in talent management
• A good understanding of the HR Policies, HR Services and procedures, and the HR governance framework

Competencies:

• Recruitment and talent sourcing approaches
• Negotiation
• Customer excellence – service delivery
• Digitally savvy
• Effective communication
• Stakeholder engagement
• Analytical and critical thinking

Duties and Responsibilities    
Talent Acquisition: 50%

• Contribute to the definition and design of innovative sourcing strategies that will enable the establishment of a diverse pool of talent to meet the evolving needs of the business.
• On a regular basis, proactively explore all channels and processes to build diverse pools of talent. Utilize agencies, and pipelines, e.g., graduates and learners, internal and external databases, and other data mining approaches to source candidates
• Implement creative direct to market talent capturing solutions for the Business, i.e., create and maintain a ‘potential candidate’ database, advertising on web-based job search sites, e.g., LinkedIn.
• Apply appropriate marketing approaches to attract talent for roles and Draft direct to market advertisements taking into consideration the recruitment criteria and the current business needs with regards to talent.
• Assess and shortlist candidates’ suitability for specific roles
• Manage post interview responses and feedback to candidate’s candidate management experience
• Manage the engagement between candidates, hiring managers, HR Business Partners (HRBP’s) from first point of contact until the on-boarding process through continuous feedback to business and candidates
• Provide advisory and support in psychometric assessments, and development resulting from actions plans.
• Oversight on on-boarding of new hires

Talent Projects (15%)

• Manage the end-to-end key talent projects such as the Internship and Graduate Talent programs aligned to the policy.
• End to End Management of agency and third-party suppliers.
• Lead the employer branding initiatives.

Reporting and Metrics: 15%

• Determine with the Head of Talent, what metrics are relevant and ensure that data is collected and captured to measure performance against metrics.
• Provide monthly Talent Analytics to enable evaluation of process and advice decision making.
• Manage and update Talent Scorecard and vacancy tracker for the business to enable monitoring of performance against sourcing plan.
• Support analysis of pertinent statistical data to identify trends and developments related to full spectrum of talent management and contribute to Group policies.

Talent Management 10%

• Support HR Business Partners with Talent reviews, Talent mapping and designing development interventions for top talent.
• Maintain and implement up-to-date talent practices, procedures, and guidelines pertaining to end-to-end talent management in PPS.
• Partner with Learning and HRBP’s to up skill people managers on end-to-end PPS talent management processes including hiring, Competency Based Interviews, Neptune system, process, tools and assessment methods, and exit processes.
• Maintain up-to-date top talent, critical skills, and succession data.
• Partner with Learning and HRBPs in the implementation of talent development and retention initiatives.

Talent Management Governance 10%

• Ensure that the application of the Talent Acquisition Policy, standards and process in the business.
• Review adverse risk assessments and provide recommendations to the Head of Leadership, Learning and Talent to approve or decline.
• Support and partner with the Head of ER & Risk to manage any emerging risks, controls and maintain acceptable levels.
• Educate hiring managers on the relevance and importance of risk assessments.

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Job Advert Summary    
Purpose of the Job:

• A member of the PPS Life Insurance Operations Accounts team reporting to the Operational Finance manager. This role will be responsible for project calculations of Unclaimed benefits, resignation, retirement and death claim. 

Minimum Requirements    
Education:

• B.com accountancy degree

Experience:

• 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

Knowledge and Skills:

• General knowledge of insurance legislation/rules advantage
• Exposure in dealing with members, brokers and advisors 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    
Main duties and responsibilities:
Operational Process 

• Investigation of Unclaimed benefit transaction to identify if the credit amount is valid
• 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

Closing Date: 2023/06/12

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Job Advert Summary    

• To market and sell the PPS Short Term insurance productions to eligible members via the inbound and outbound channels in order to achieving of sales targets.  To contact short term insurance brokers and clients to assist with short term insurance quotes.

Minimum Requirements    
Qualifications and Experience: 

• Matric.
• 120 FAIS credits.
• RE qualification.
• Minimum 3 years’ experience in short term insurance sales.
• Call centre experience.
• Outbound experience.
• Broker relationships experience.

Knowledge and Skills:

• Knowledge and understanding of the dynamics of the graduate professional client market.
• Knowledge of best practise in Short Term.
• Technical knowledge of Short-Term insurance products. 
• Working knowledge of TCF and the need for consistency in advice and service delivery across the channel to mitigate against reputational risk. 

Competencies:

• Sales driven.
• The ability sell and to achieve targets.
• Negotiation skills.
• Client consulting skills.
• Excellent interpersonal communication skills.
• Be able to handle a pressurised environment.
• Be reliable and independent.
• Be flexible and accommodating of change.

Duties and Responsibilities    

• Compare quotations to existing insurance held.
• Follow up continuously on all leads and quotes.
• Record reasons and feedback for all leads and quotes.
• Achieve sales targets.
• Achieve premium written targets.
• Achieve conversion ratio - quotes to sales in accordance with agreed targets.
• Achieve quote ratio’s.
• Build a positive and professional image of PPS.
• Dealing with sales telephone enquiries on all new direct short-term insurance quotes.
• Achievement of sales targets and objectives 
• Update/enter call outcome information on system for later follow-up or closure 
• Keep abreast of developments and trends in the industry – self learning 
• Ensure commitment to the FAIS fit and proper qualification requirements 

Closing Date    
2023/06/25

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• The successful candidate must have excellent Scheme knowledge and will act as an Ambassador for PPSHA to ensure effective customer satisfaction.

Applications are invited for the above-mentioned position, to be filled as soon as possible.

Minimum Requirements    
 Qualifications & Experience

• Grade 12
• 3-year Tertiary Qualification in any related field.
• 2 years or more experience in a Medical Call Centre environment.
• Sound knowledge of the Medical Aid Industry, Scheme Rules & Regulations, ISO and other related legislation.
• Effective business communication & writing skills with exceptional telephone etiquette (Fluency in Afrikaans is advantageous).
• Must be a strong team player and be able to work under pressure.
• Computer literacy and exposure to Medical Administration system will be an added advantage.

Duties and Responsibilities    

• Effective and accurate recording and resolution of all enquiries.
• Maintain and ensure adherence to Service Levels Agreements.
• Facilitating corrections and providing feedback on resolution.
• Management of all priority and stale claim requests on behalf of members.
• Effective monitoring of Member’s accounts to ensure correct payments in accordance with Nappi, Reason and Agreed Tariff Codes.

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Job Advert Summary    

• The Head of Retail Operations is responsible for running the retail investment administration platform. The person will be responsible for delivering the best client and advisor experience through exceptional levels of service and high performing teams. The person is a leader with the ability to operate at both strategic and operational levels.

Minimum Requirements    
Ideal experience:

• Managing and developing teams.
• At least 5 years LISP administration experience in a Senior Management role.
• MIS and reporting to Executives and various Boards.
• Data Analytics.

Ideal qualifications: 

• Commerce related tertiary qualification.
• RE1, RE4 and RE5 exam will be an advantage.
• LEAN methodologies.

Systems knowledge:

• Proficient in MS Office.
• Experience with implementing AI and RPA technologies.

Competencies & ideal personality attributes:

• Highly motivated self-starter
• Relationship building and interpersonal skills.
• Excellent verbal and written communication skills.
• Influencing ability.
• Analytical aptitude.
• Results orientated.
• Passionate, ambitious and energetic.
• Friendly and professional.

Duties and Responsibilities    
Leadership

• Lead and motivate Team Leaders, Technical Specialists and the broader retail operations team.
• Grow leaders by conducting regular performance appraisals, having Individual Development Plans in place for the team, and implementing value-added developmental activities.
• Develop high performing team culture dedicated to providing a great client experience.
• Live and breathe company values and culture and implement them across the team.
• Set and maintain standards of personal and professional behaviour.
• Instill confidence in Operations team members and others.

Platform Administration

• Adherence to and improvement of SLA and quality standards.
• Maintain adherence to processes and procedures and provide recommendations for continuous improvements.
• Ensure adequate controls are in place to prevent service failures, poor quality and non-compliance.
• Correct and timeous rectification of errors.
• Risk mitigation and management.
• Ensure legislative and regulatory compliance.

Management Operations

• Identify and analyse trends in the industry to determine its relevance to our environment and how we can take advantage of them.
• Plan and direct changes for staffing where required to achieve the operational and strategic objectives.
• Build and manage relationships with internal and external stakeholders (Business Solutions, Investment Specialists, Administrators, Advisors and Clients)
• Manage the relationship with our outsourced administration providers.
• Maintain quality of data to support business requirements.
• Produce MIS and reporting to executive and management teams that enables the business to determine trends and development areas.
• Ad hoc and project related duties as may be required from time to time.