Current Vacancies at PPS

Purpose of the Job:

• Provide professional service to clients of PPS Health Professions Indemnity, with office, administrative, marketing and sales duties.
• The primary responsibility is the provision of administrative activities across PPS Health Professions Indemnity business processes to service members. Ensuring service standards are maintained and improved for the growth and retention of business.

Minimum Requirements    
Education:

• An appropriate undergraduate degree (business, administration, risk, and compliance)
• Post-graduate qualification will be an advantage
• FAIS qualification and RE5 will be an advantage (requirement to obtain this once appointed)

Experience:

• Appropriate experience in a client-facing role with adequate exposure to business processes
• Financial services experience will be an advantage

Knowledge and Skills:

• Extensive knowledge of Operations, processes, and regulations
• Experience in the development and enhancement of current business processes
• Knowledge of risk management, accounting principles, IT, and systems
• MS Office package, particularly, Internet, Outlook, and Excel

Competencies:

• High work ethic
• Ability to work independently and productively without constant supervision
• Passion for client service delivery
• Effective office administration skills
• Curious, focus on process improvement opportunities
• Proven ability to handle multiple priorities simultaneously, with quality results
• Excellent organisational skills, attention to detail, excellent written and oral communication skills
• Team player, willing to get the job done

Duties and Responsibilities    
Main duties and responsibilities:

• Provide professional service to clients, advisers, internal and external stakeholders
• Provide Financial Advice on products offered by PPS Health Professions Indemnity to members
• Administration of all business processes
• Database management – understanding and managing client information on behalf of PPS Health Professions Indemnity
• Manage and submit invoices and expense claims
• Diary management, travel, and calendar bookings
• Filing, scanning, and ensuring proper record keeping
• Other ad-hoc activities or duties

Closing Date    
2023/07/10

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Job Advert Summary    

• An exciting and challenging opportunity for an energetic, attention to detail and results driven Financial Accountant exists within the Corporate Finance Department. This role will report to the Head of Department: Finance and involves the responsibility and oversight of the full accounting and reporting function.  

Minimum Requirements    
EDUCATION:

• Matric (Grade 12).
• BCom Hons in Finance or Accounting.
• CA (SA) will be advantageous.

 EXPERIENCE:

• At least two years’, post articles, working experience in a relevant financial environment.

KNOWLEDGE AND SKILLS:

• Solid understanding of accounting principles.
• Good accounting knowledge and proven track record in finance.
• Knowledge and experience of VIP and Pastel will be an advantage.
• Adept in the use of MS Office particularly Excel, Word and PowerPoint.
• Working knowledge of statutory legislation and regulation.
• Excellent administrative skills.
• Good writing skills.
• Sound communication skills.
• The ability to function independently as well as in a team.
• The ability to meet deadlines accurately under pressure.
• The ability to motivate and influence a team.

Duties and Responsibilities    

• Control and maintain the complete accounting system.
• Implement and maintain strong internal financial controls including ongoing process enhancements, automations and value-add.
• Accurate allocation of transactions and journals.
• Oversight of the creditors & debtors processes.
• Oversight and reporting of the payroll function.
• Oversight of the facilities management function.
• Establish and maintain sound work relations between Human Capital Group & Corporate Finance.
• Responsible for submission and compliance of statutory returns including tax returns.
• Ensure accurate monthly financial reporting and value-added commentary.
• Ensure compliance to, and implementation of new International Financial Reporting Standards.
• Preparation of the annual financial statements in compliance with IFRS.
• Compile the company’s budget and monitor compliance to it.
• Responsible for procurement data submission and verification for BBBEE purposes.
• Engaging the internal and external auditors.
• Overall management of the finance and facilities teams.

Closing Date    
2023/07/03

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Job Advert Summary    

• This role reports to the Executive Underwriter. The Senior Life Underwriter is responsible for underwriting life, disability, critical illness, sickness and permanent incapacity cover within agreed underwriting authority limits.
• The incumbent will deal with technical and complex underwriting queries and/or complaints providing an excellent service offering. A close relationship with Research & Development to support interdepartmental and wider organizational goals.

Minimum Requirements    
Education: 

• Medical Degree or equivalent 

Experience:

• 6+ years underwriting experience in long term insurance
• 4-5 years insurance industry experience

Knowledge and Skills:

• Sound medical & life assurance knowledge 
• Fluent in English both written and verbal
• Good computer knowledge - MS Outlook, Excel and Word are necessary
• Must have a mature, disciplined and driven personality
• Ability to work independently as well as being a good team-player with excellent  interpersonal skills 
• Deadline/target driven, with ability to work under pressure
• Logical and analytical
• Have a skill set that includes good levels of communication (both written & verbal up to senior & executive level), negotiation, analytical and numerical skills 

Competencies:

• Must use underwriting initiative and discretion in decision making 
• Communication skills (written and verbal)
• Business writing skills
• Planning and organizing
• Attention to detail
• Client centricity
• Building and maintaining relationships
• Resilience

Duties and Responsibilities    
Process optimization and efficiencies:

• The successful candidate will be responsible for underwriting life, disability, critical illness, sickness and  permanent incapacity cover within agreed underwriting authority limits. 
• To underwrite cases within the agreed service level agreements.
• Candidate must be willing to work under pressure and within agreed service levels. 
• Responsible for achieving and maintaining standards in underwriting Life
• Conduct regular audits on underwriting department and ensure standards are maintained
• Provide constructive feedback to underwriting manager/underwriter regarding matters arising 
• Assess and authorise cases specific underwriting cases.
• Responsible for financial underwriting to ensure accurate financial underwriting decisions.
• Participation in projects to improve departmental service-owning your role in the project and completing tasks as required by providing input.

Risk and Compliance:

• Adhere to internal SLA's to ensure operational efficiency and achievement of agreed customer service standards.
• Proficient in the assessment and management of underwriting decisions.
• Must understand the underwriting environment and general protocols and processes.
• Ensure adherence to regulatory and compliance requirements

People and Culture:

• Checking and Authorization of underwriting decisions in terms of published delegation of authority.
• Collaboration with relevant stakeholders: Research & Development, Member Services and Intermediary Services.
• Deal with Arbitration and Ombudsman cases and collaborate with other stakeholder during the Complaints process.
• Contribute and assist to review processes and protocols where required to assist in PPS’ delivery of quality underwriting decisions.
• Forge strong working relationships with stakeholders.

Knowledge Champion:  

• Provide guidance and support to junior underwriters
• Empower team members with transfer of knowledge, be the Underwriting Team SME.
• Ensure that own knowledge is kept abreast with industry & regulatory information and changes through various        internal and external information sources.
• Provide technical information and support.

Closing Date    
2023/07/16

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Job Advert Summary    

• The successful candidate will form part of the national PPS Investments marketing and business development team. Primary responsibility will be the provision of administrative support to the Investment Specialists.
• The successful candidate must have the ability to work in a pressurized environment adhering to tight deadlines. Strong organizational skills and ability to multitask.

Minimum Requirements    
Qualification:

• Relevant tertiary qualification – BCom or similar financial degree.

Experience:

• 2 to 3 years sales administration experience within the IFA, investment, or linked product markets.

Competencies:

• Strong attention to detail.
• Ability to work independently and be proactive.
• Very organized with a strong administration background.
• Excellent communication skills – verbal and written.
• Reliable and dependable.
• Passionate, ambitious, and energetic.
• Friendly and professional.

Duties and Responsibilities    

• Provide administrative support to Investment Specialist in and out of office.
• Liaise with PPSI Operations with new business queries and follow up on outstanding client requirements
• Train and provide support to IFA assistants on PPSI administrative procedures and systems.
• Coordinate regional workshops and client functions.
• Database management – understanding and managing client information on behalf of the Investment Specialist to better understand clients.
• Assist regional office team with general office requirements as needed.
• Handle client queries face to face, written and telephonic 

Closing Date    
2023/06/30

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Job Advert Summary    

• The successful candidate will form part of the national PPS Investments sales team. Primary responsibility will be the provision of investment specific support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Investments business in the region by building long-term relationships with high-net-worth intermediaries.

Minimum Requirements    
Qualification:

• Bachelor’s degree in commerce or related field essential.
• CFP and/or investments related honours degree an advantage.
• RE5.

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.
• Discretionary Fund Manager’s and/or multi management experience would be advantageous.

Competencies:

• Technical knowledge about investments, investment industry & trends.
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related    asset managers is a pre-requisite.
• Demonstrable training delivery skills are essential.
• Self-discipline to work unsupervised and to maintain CRM system.
• Resilience and Tenacity. 
• Strong presentation skills.
• Relationship management – networking.
• Communication - verbal & written.
• Performance driven.
• Innovative thinking and problem-solving.

Duties and Responsibilities    

• 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 PPS Investments management.

Closing Date    
2023/06/30

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Job Advert Summary    

• Reporting to the Product Marketing Manager, the Scrum Master’s primary responsibility is to assist the self-organizing, self-managing team to achieve its goals by teaching and coaching team practices; implementing and supporting SAFe principles and practices; identifying and eliminating impediments, and facilitating flow. 
• As a servant leader and coach for an Agile Team, the role is also responsible to help educate the team in Scrum, Kanban, and SAFe, ensuring that the agreed Agile process is being followed. 
• The marketing scrum master will in addition act as a traffic manager and ensure co-ordination of delivery for major marketing campaigns that require multi-disciplinary teams whether or not they are implemented using the safe methodology.

Minimum Requirements    
Education: 

• Bachelor’s degree or Diploma in marketing or communication.
• Certified Scrum Master (SAFe Scrum Master, Scrum Alliance)

Experience:
Essential

• 2 years’ experience leading teams as a Scrum Master in an Agile environment in IT, Financial Services or Consulting.

Preferred

• Experience as part of an Agile software delivery team as a Business Analyst, Product Owner, Agile Project Manager. 

Knowledge and Skills:

• Group facilitation approaches.
• Good knowledge of servant leadership.
• Scrum/Agile software development methodologies.
• Business Process and Analysis.
• Product backlog understanding and management.
• User stories knowledge.

Competencies:

• Confident.
• Self-starter & Self-aware.
• Decisiveness.
• Good presentation skills.
• Good networking Skills: Persuading and Influencing.
• Planning and Organising Manages expectations.
• Professional: Working with individuals and teams.
• Responsible & accountable.
• Having courageous conversations.
• Strong written communication skills. 

Duties and Responsibilities    

• Facilitation, Coordination, Problem Solving, Continuous improvement, Maintaining Quality, Coaching. 
• Facilitates events and the team’s progress toward team goals:
• The Scrum Master is trained as a team facilitator and is continuously engaged in challenging the old norms of development to improve performance in the areas of quality, predictability, flow, and velocity. They help the team focus on creating increments of value each iteration and achieving daily and Iteration Goals in the context of the current Program Increment (PI) Objectives. 
• Facilitates team events, including (where applicable) the Daily Stand-up, Iteration Planning, Iteration Review, and Iteration Retrospective ensures they are productive and kept within the timebox. 
• Assists the team in preparation for key activities, including PI Planning, System Demos, and the Inspect and Adapt. 

Coordinates with other teams:

• The Scrum Master supports the team’s efforts to continuously improve communications and relationships with other teams. They frequently represent the team in the Scrum of Scrums (SoS), helping the team remain aware of opportunities to engage and improve program effectiveness (see Program Increment for more details). They also often help the team build effective relationships> with the System Team, User Experience, Architecture, and Shared Services. It is important to note, however, that the responsibility for inter-team coordination cannot be delegated entirely to the Scrum Master; every team member shares responsibility in that regard. 

Problem Solving:

• Many blocking issues will be beyond the team’s authority or may require support from other teams. The Scrum Master supports the team in addressing and eliminating these issues to improve the likelihood of achieving the objectives of the Iteration. 

Continuous improvement:

• Helps the team improve and take responsibility for their actions; facilitates the team retrospective. Teaches problem-solving techniques and helps the team become better problem-solvers for themselves. 
• Focuses on ever-improving team dynamics and performance and coaches the team in self-management. Helps the team resolve interpersonal conflicts and challenges and identify opportunities for growth. Escalates people problems to management where necessary, but only after internal team processes have failed to resolve the issue; helps individuals. 

Maintaining Quality:

• Fosters the culture of technical discipline and craftsmanship that is the hallmark of effective Agile teams. 

Coaching:

• The Scrum Master supports the overall adoption of SAFe across the enterprise by coaching stakeholders and other non-agile teams on effective interactions with agile teams, participating in the Scrum Master Community of Practice, and supporting the organization’s SPCs. 
• The Scrum Master works with other Scrum Masters and stakeholders to help the team contribute towards improving the overall development Value Stream. 
• The scrum master provide leadership and direction to the team in alignment with the objective of the initiative 

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 plans  related presentations
• Anticipates and responds appropriately to the needs, reactions and feedback of an audience.

Commercial Acumen:

• Seeks to design the most effective solutions for delivery ensuring that commerciality is always considered in any solution proposed 

Closing Date    
2023/06/30

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• The key purpose of this role is to provide professional financial services to a client or a member virtually. The successful candidate will be responsible for servicing, sourcing, retaining and growing a membership and client base of eligible professionals by implementing PPS financial solutions in line with the client's needs. The Virtual Wealth Manager serves as a point contact (phone, email, SMS, WhatsApp, Skype, Ms Teams, web chat) for the clients. The incumbent must be digitally astute and should ensure that client journey mapping is aligned to the needs of clients and members.
• The member base forms part of the Wealth Advisory channel and will be served, maintained and assisted with new and additional needs by the Virtual Wealth Manager.

Minimum Requirements    
Formal Qualifications 

• BCom with relevance or Post-Graduate Diploma in Financial Planning or studying towards this qualification will be advantageous
• RE5
• Commercial insurance related qualification advantageous
• CFP advantageous

Knowledge

• Knowledge of financial markets and solutions
• Knowledge of Financial institutions
• Client care and practice management
• Product and technical knowledge
• FAIS and FICA.

Experience

• 2 years’ Financial Services experience
• 2 years' experience in the Financial Services industry in a Sales and Service role within the Long-term insurance and/or Investments spaces
• Previous experience in client services or call centre environment advantageous
• Experience and track record in high-performance Member experience, sales and service environments
• Good understanding of SLA in a contact centre space
• In using Digital Financial Planning tools (Avalon, X-plan, Asset Map)
• In Using Video conferencing tools (MS teams, Skype for business, WhatsApp)
• Microsoft CRM Dynamics
• Computer Literacy
• MS Office package, particularly Internet, Outlook, Excel and Microsoft CRM Dynamics
• Exposure to tools such as Digital Signature software, Video software, Support software, Snipping tools

Core Competencies

• Able to adapt quickly to changing requirements or environments
• Good communicator - must be comfortable speaking on the phone and in video demonstrations
• Effectively and concise communication with clients.
• Able to understand and warmup clients through technology and innovation.
• Ability to work under pressure
• Sound attention to detail / accuracy
• Ability to build and maintain relationships
• Excellent written and verbal communication skills
• Ability to work in a fast-paced, high-pressure environment
• Multi-tasking and time-management skills, with the ability to prioritize tasks
• Highly organized and detail oriented
• Professionalism

Duties and Responsibilities    
Key Responsibilities

• Manage inbound and outbound calls, online and Virtual queries and requests from customers seeking advice on their Insurance needs
• Ability to fulfil service and sales requirements via virtual platforms (Calls, Video Calls) - manage, review and approve all clients' activity 
• Educate and guide our clients regarding services and products offered
• Provide suitable review and new solution advice to best fit the needs and requirements of professionals virtually
• Meeting the Review SLA needs of the member base
• Provide solutions and products over the telephone in a hybrid mode i.e. inbound & Outbound
• Maximise each inbound and outbound call received by attempting to upsell or cross sell
• Achievement of Review targets, sales targets and objectives
• Prepare and present proposals to existing and potential clients using state-of-the-art financial planning tools virtually
• Meet clients virtually to understand their financial objectives
• Virtually explain complex information relating to Financial Advisory in a clear and effortless way
• Manage, maintain and build new and existing client relationships virtually
• Adhere to compliance, operational procedures and practice management standards to minimize business risk 
• Stay abreast of product information, performance and industry changes
• Adapt and change to fit in with changing business operational requirements 
• Build a professional network and suitable business within the professional market in a virtual environment
• Preference will be given to Employment Equity candidates
• The individual must have a valid driver’s license and their own reliable vehicle or access to one
• The individual must have clear credit and criminal records - be willing to provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements and recent account statements if having an adverse record
• The individual must be FAIS fit, proper and accredited 

Closing Date    
2023/08/07

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Job Advert Summary    

• The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client’s personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey. Create develop, implement and maintain customized wealth plans to nurture prosperity and security over a client’s life cycle.
• The Wealth Advisory team is looking for a Wealth Manager that can produce and achieve numbers of R60million Investment Gross Flows and R500 000 Annual Premium Income (API) by year 1.  Essentially, we need an experienced Wealth Manager who has built up a sizeable book where that they can move into the PPS space and, if possible, dislodge business from other Wealth management businesses and bring it over to PPS very quickly.

Minimum Requirements    
Formal Qualifications 

• Bachelor’s degree with relevance to Finance, Financial Planning, Investment Management 
• CFP, CFA or Post-Graduate/Honours in a qualification relevant to the role
• RE 5 completed
• FAIS accredited and compliant.

Knowledge

• Knowledge of financial markets and solutions
• Knowledge of Financial institutions
• Client care and practice management
• Product and technical knowledge
• FAIS and FICA.

Experience

• Minimum 5 Years as a Financial Planner/Advisor preferably within the Affluent segment
• Wealth Management experience 
• Demonstrable client acquisition, retention and sales required
• Proven ability to deal with new and existing clients on an ongoing basis.
• Computer Literacy
• Proficient in MS Office (Word, Excel, and Outlook) and the Internet
• Ability to use recommended planning tools and processes.

Core Competencies

• Strong relationship management, sales and business development skills
• Excellent interpersonal, verbal and written communication skills
• Well-developed analytical and problem-solving ability
• Business acumen
• Excellent understanding of the Financial Services Industry
• Technical excellence of Financial solutions, products, legislative environment and tax environment
• Holistic Financial Planning
• Advanced client discovery techniques – helping client set, articulate goals;
• Discussing risk, investment objectives and constraints;
• Return and risk expectations – contingency planning & fall-back plans
• Wealth accumulation reviews – performance and evaluation
• Risk assessments and solution planning for Death, disability, income protection & dread disease
• Fiduciary planning and implementation
• Risk management & protection techniques
• Small business protection
• Establish and recommend the creation and implementation of optimal comprehensive life-long wealth management plan
• Service and review process & methodology – Client service orientation
• Referral selling - extending client relationship through family and business partners
• Leadership ability to manage members of the Pod structure
• Ethical behaviour
• Attentive to detail and accuracy
• Empathetic towards clients with sound listening skills
• Target driven and a hunter profile
• Resilience

Duties and Responsibilities    
Key Responsibilities

• Build a Wealth practice of High-net worth clients with a focus on Asset Accumulation, Risk Solutions, Business Solutions, Wealth Protection and Wealth Growth
• Build and manage client relationships that result in a successful partnership
• Accountable for the portfolio of High-net worth clients
• Advice-led Wealth Management delivering FAIS/FICA and compliant reports, service and solutions always
• Deliver and provide recommendations leading to the creation and implementation of an optimal comprehensive/holistic life lone wealth management plant
• Establish and implement wealth accumulation, wealth protection and wealth management strategies that may include sophisticated and complex approaches to achieve client financial life goals.
• Collaborate and partner with clients to preserve wealth and optimize assets to income that will meet life long, lifestyle expectations
• Develop and implement wealth transfer /legacy planning that reflects the client’s needs and the needs of the family or business partnership
• Collaborate, co-ordinate and monitor a trusted team of experts to provide a fully integrated and well-rounded Wealth management service. These will include both internal and external strategic partners, vendors, providers and professional relationships
• Use advanced business marketing techniques to build a wealth management practice – target market, unique value proposition and referral-based client acquisition
• Integrate and co-ordinate PPS services and solutions to maximise the value of the member relationship
• Ensure all PPS business standards are always maintained including compliance, documentation, confidentiality, service requirements and targets
• Maintain personal development and knowledge skills
• Strictly adhere to the house views, best practice and business protocols
• Establish service levels that are appropriate to the client; transitioning inappropriate clients to Para-planner
• Deliver the agreed business targets whilst remaining compliant and meeting clients’ needs
• Customer centric and display a positive and professional image of PPS by building and maintaining relationships
• Pod management ensuring targets, quality standards, customer experience and outcomes are achieved
• Monitor and evaluate work progress of Pod members.

Closing Date    
2023/08/07

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Job Advert Summary    

• The successful candidate will form part of the national PPS Investments sales team. Primary responsibility will be the provision of investment specific support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Investments business in the region by building long-term relationships with high-net-worth intermediaries.

Minimum Requirements    
Qualification:

• Bachelor’s degree in commerce or related field essential.
• CFP and/or investments related honours degree an advantage.
• RE5.

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.
• Discretionary Fund Manager’s and/or multi management experience would be advantageous.

Competencies:

• Technical knowledge about investments, investment industry & trends.
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related    asset managers is a pre-requisite.
• Demonstrable training delivery skills are essential.
• Self-discipline to work unsupervised and to maintain CRM system.
• Resilience and Tenacity. 
• Strong presentation skills.
• Relationship management – networking.
• Communication - verbal & written.
• Performance driven.
• Innovative thinking and problem-solving.

Duties and Responsibilities    

• 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 PPS Investments management.

Closing Date    
2023/06/30

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Job Advert Summary    

• This role reports to the operational finance Manager. The Account’s Specialist (PPS Mutual) will be focused on gathering and analyzing financial information. Assisting in implementing and maintaining IFRS 17 reporting. Duties also include management reporting (including day to day reviewing); month end reconciliations and processing. 

Minimum Requirements    
Education: 

• Bachelor's degree in finance or accounting is required

Experience:

• 5 years’ experience within a financial services environment, preferably in the Insurance Industry advantage.
• Strong reconciliation experience is required.
• Attention to detail.
• 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.
• Solid knowledge of basic and advanced accounting and financial principles and practices.
• Excellent knowledge of cost accounting and reporting.
• Excellent knowledge or risk analysis, budgeting and forecasting.
• Working knowledge of financial software and MS Office.
• Excellent communication and presentation skills

Competencies :

• Analytical mind with aptitude in math.
• 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.
• Must be self-motivated.
• Time management skills.
• Be a team player and take responsibility for own development initiative

Duties and Responsibilities    
Management reporting:

• Prepare monthly management accounts.
• Prepare monthly IFRS 17 statements.
• Assist with year-end requirements and audit queries.
• Gather and analyse financial information for internal use.
• Advise on problems and suggest improvements.
• Prepare and analyse billing reconciliations daily and monthly.
• Analyse the daily upload files process on IAA and Great Plains.
• Provide monthly statistics.

Month end reconciliations:

• Prepare month end journals.
• Prepare general ledger reconciliations.
• Assume responsibility of accounting procedures.
• Reconciliation between management accounts and IFRs 17 reporting.

Processing:

• Respond to queries and investigations.
• Adherence to process control and service levels agreements.
• Analyse credit control ageing for reasonability and accuracy ensuring processes and SLA’s are adhere to.
• Analyse gross premium report for reasonability and accuracy.
• Analyse dealer commission report and reinsurance report for month end processes of  payments.
• Calculate and prepare monthly invoices for management and administrative fees.
• Collate financial reports for IFRS 17 reporting preparing journals and reconciliations.

Solutions for technically, complex matters:

• Act as the go-to person for technically complex matters in the operational finance environment.
• Identify opportunities for system enhancements.
• Create efficient processes and manage multiple workflows with various stakeholders.

Additional Duties:

• Liaison function with internal and external stakeholders. 
• Performing other duties assigned from time to time by the manager.
• Back up in answering collection and billing queries.
• Providing reconciliations of premiums upon request.
• Drafting credit control letters and answering queries.

Project Management 

• Perform other financial reporting tasks and projects as identified.
• Implement IFRS 17 reporting requirements to current processes including updating of financial templates and uploads to Great Plains.

Closing Date    
2023/06/30

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Job Advert Summary    

• To analyze, reconcile, process information on a Claims account. To assess various type of claims submitted electronically / paper or received via fax or e-mail.  Assessing must meet both quality and quantity set standards.  To do corrections on accounts as requested by other departments or the Scheme.  To complete Reversals as requested by Internal Clients or any other third parties.

Minimum Requirements    

• Grade 12
• Tertiary Qualification

Experience

• Medical Scheme Administration Experience 2 years essential
• Assessing experience 2 years plus essential
• Extensive understanding of the Administration System essential
• Knowledge of Reference Price List essential
• In-depth knowledge of Medical Scheme Rules essential
• MS Office
• Medical Scheme Act essential
• Knowledge of Medical Aid Legislation and regulations essential
• Knowledge of ICD 10 codes essential
• Knowledge of PMB legislation essential

Duties and Responsibilities    

• Reconcile member or provider claims received.
• Accurate daily assessing of targets.
• Manage quality error percentage.
• Ensure consistent and excellent application of set standards and Scheme Rules.
• Excellent administrative skills e.g. daily record keeping.
• Escalate requests for corrections to relevant Consultant.
• Follow up and resolve routed enquiries.
• Good Communication
• Good administration skill’s, including record keeping and the ability to work under pressure
• Must maintain a high level of productivity to asses claims daily targets set
• High attention to detail in order to identify system risks or process shortfalls
• Must be quality aware and quantity orientated
• Operating System knowledge
• Excellent time management in order to manage deadlines
• Excellent in query resolution

Closing Date    
2023/06/30