Vacant Jobs at PPS

Minimum Requirements

Formal Qualifications:

• Matric (Grade 12).
• A three year or higher Bachelor’s degree or National Diploma.
• A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.

Experience and Knowledge:

• At least 2 years’ experience in the Financial Services or Life Assurance industry in a sales and/or service-related role.
• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• 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, and Excel

Interpersonal and Intrapersonal Skills:

• Relating to customers
• Communicating in writing
• Communicating orally
• Quality orientated
• Reliable
• Customer focused
• Resilient
• Results-driven

Duties and Responsibilities

• 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 Advisors relating to all aspects of intermediary operations
• Plan, organise and control liaisons with intermediaries, their managers
• Ensure continuous improvement of service standards to clients
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices

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Minimum Requirements

Formal Qualifications:

• Matric (Grade 12).
• A three year or higher Bachelor’s degree or National Diploma.
• A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.

Experience and Knowledge:

• At least 2 years’ experience in the Financial Services or Life Assurance industry in a sales and/or service-related role.
• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• 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, and Excel

Interpersonal and Intrapersonal Skills:

• Relating to customers
• Communicating in writing
• Communicating orally
• Quality orientated
• Reliable
• Customer focused
• Resilient
• Results-driven

Duties and Responsibilities

• 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 Advisors relating to all aspects of intermediary operations
• Plan, organise and control liaisons with intermediaries, their managers
• Ensure continuous improvement of service standards to clients
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices

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Minimum Requirements

Education: 

• Degree in Occupational Therapy or Physiotherapy or any other medical/health quality.

Experience: 

• 8+ years’ experience in the insurance industry.
• 5+ years’ experience in claims assessment including Income protection, Lump Sum Disability, and dread disease.
• Prior experience in Sales Support and Risk Management is advantageous.

Knowledge and Skills:

• Capable of critically evaluating data to derive meaningful, actionable insights.
• Demonstrate superior communication and presentation capabilities for audiences without a technical background.
• Must have excellent telephone etiquette.
• Good computer knowledge - MS Outlook, Excel and Word are necessary.
• Good report writing and presentation skills.
• 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.

Competencies:

• Adept at report writing and presenting findings.
• Planning and organizing.
• Attention to detail.
• Client centricity.
• Building and maintaining relationships.
• Resilience.

Duties and Responsibilities

Claims Processing and Resolution:

• Analyze claims data, identify trends, and provide recommendations for improving claims processing and resolution.
• Investigate, evaluate, and negotiate complex insurance claims in a timely and efficient manner.
• Liaise with policyholders, claimants, and other stakeholders to gather necessary information and documentation to process claims.
• Ensure compliance with company policies, procedures, and regulatory requirements.

Internal Arbitrator and Ombudsman:

• Act as an internal arbitrator and ombudsman to assist stakeholders (e.g., policyholders, agents, brokers) with claims-related queries and issues.
• Facilitate the resolution of disputes and complaints through mediation and negotiation.
• Provide guidance and recommendations to stakeholders to ensure fair and equitable claim outcomes.
• Maintain detailed records of all arbitration and ombudsman activities.

Stakeholder Liaison:

• Collaborate with various departments and stakeholders to ensure seamless communication and coordination in the claims process.
• Provide presentations on request.
• Contribute to the development of claims-related policies, procedures, and training materials.

Presentations and Quality Assurance:

• Analyze quality assurance data and provide recommendations to enhance the overall claims management system.
• Conduct regular quality assurance reviews of claims processes and documentation to identify areas for improvement.
• Prepare and deliver presentations to management, cross-functional teams, and other stakeholders on claims-related topics.
• Convey insights through both reports and visual presentations.
• Provide constructive feedback to claims manager/-claims team regarding matters arising. 

Knowledge Sharing and Champion:

• Regularly share key learnings, best practices, and process improvements with the claims team and other relevant departments.
• Participate in team meetings, training sessions, and cross-functional initiatives to promote knowledge sharing and continuous improvement.
• Stay up-to-date with industry trends, regulatory changes, and emerging claims management practices.
• Provide guidance and support to claims assessors. 
• Empower team members with transfer of knowledge, be the Claims Team SME.
• Ensure that own knowledge is kept abreast with industry & regulatory information and changes through various internal and external information sources. Regulations to provide informed and up-to-date support.
• Provide technical information and support. Proactively identify opportunities to enhance claims processes and communication strategies.

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Education: 

• Bachelor of Commerce: Accountancy  

Experience:

• 3-5 years’ experience within a financial services environment, preferably in the Insurance Industry advantage.
• Strong reconciliation experience is required.
• Experience with accounts payable, accounts receivable, payments, and general ledger.
• 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

Payments:

• Sick pay claims payment.
• Quality Assurance of documentation and processing of all payments accurately and timeously.
• Prepare payments. Sick pay, Refunds & Authorizations (IAA journals and fund transfers/settlements).
• Deposit allocations.
• Medical payments.
• Permanent Incapacity payment (PI).
• Monthly Journal entries.

Operational Process : 

• Updating of claim statement and updating correct information on the system.
• Resolution to internal and external queries within Service level agreement.
• Providing support and assistance to team members and team Manager.

Accounting:

• Perform all activities related to the accounts payable function including reviewing, coding, and processing payments.
• Conduct reconciliation of all accounts on an as needed basis.
• Maintain and balance the general ledger in an accurate, complete, and up-to-date manner.
• Prepare financial reports through collection, analysis, and summarization of data.
• Interpret and apply accounting policies, rules, and regulations to all work in order to ensure compliance with applicable standards.

Stakeholder management:

• Provide support to the broader Life Operations teams. 
• Establish, maintain and build relationships with key stakeholders.
• Liaison function with internal and external department.
• Assist with year-end requirements and audit queries.

Additional Accountabilities :

• Respond to queries and investigations within agreed SLA.
• Adherence to process control and service levels agreements. 
• Performing other duties assigned from time to time by the manager

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Minimum Requirements

Formal Qualifications:

• Matric (Grade 12).
• A three year or higher Bachelor’s degree or National Diploma.
• A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.

Experience and Knowledge:

• At least 2 years’ experience in the Financial Services or Life Assurance industry in a sales and/or service-related role.
• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• 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, and Excel

Interpersonal and Intrapersonal Skills:

• Relating to customers
• Communicating in writing
• Communicating orally
• Quality orientated
• Reliable
• Customer focused
• Resilient
• Results-driven

Duties and Responsibilities

• 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 Advisors relating to all aspects of intermediary operations
• Plan, organise and control liaisons with intermediaries, their managers
• Ensure continuous improvement of service standards to clients
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices

go to method of application »

Qualifications:

• RE 5.
• Insurance qualification (IISA).

Experience:

• > 5 years personal lines insurance and policy administration experience.

Knowledge:

• Sound / in-depth skill and knowledge in personal lines insurance and practise.
• Basic understanding of regulatory requirements and adherence there too (FAIS, TCF etc).

Skills:

• Ability to provide alternate cover structures where required.
• Ability to interact with brokers and or clients  as the case may be verbally and in writing.
• Ability to manage and administer personal lines  portfolio’s as follows:
• Accurately, efficiently and  in accordance with broker requirements.
• Within business process standards.
• Within the business underwriting (including reinsurance) and  regulatory framework

Computer literacy.

• Policy management system (WebSure)
• MS Office
• Internal system

Duties and Responsibilities

• Build,  manage and maintain broker/ client  relationships.
• Execution of amendments accurately, efficiently and speedily in accordance with broker / client  requirements.
• Presentation of subsequent premium and cover changes where appropriate.
• 1st time resolution.
• Renewals.
• Portfolio review.
• Updates / adjustments where appropriate and required.
• Retention and measurement thereof.
• Administration of unmet premiums.
• Cancellations.
• Broker/client complaints handling and resolution including regular feed-back.
• Adherence to regulatory, reinsurance, limits and terms, business and underwriting framework and process.
• Drive organic growth.
• Monitor and ensure retention.
• Upsell/cross sell.

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Minimum Requirements

Education and Experience:

• Bachelor's degree/diploma in Human Resources, Instructional Design, Education, Training & Development (ODETDP), or Business Administration.
• Minimum of 2-3 years of experience in a training-related role/ Learning and Development field.

Skills and Knowledge:

• Technical Proficiency: Basic understanding of AI principles, machine learning concepts, and L&D-specific AI tools. 
• Digital savvy: Knowledge on how to use all digital collaboration tools, i.e: MS Teams, planner, Viva Engage, MS Forms etc
• Microsoft Power Platform suite: Be able to use automating tools i.e: Power Automate to automate workflows between various applications and services.
• Advanced Excel skills: Ability to manipulate large datasets, data cleanse and solve for simple and complex data related queries in order to extract deep insights from training data.
• Project Management: Ability to manage multiple tasks efficiently and ensure programme delivery within deadlines.
• Communication Skills: Have excellent written and verbal communication skills to effectively communicate with all stakeholders of the Academy.
• Creative skills: Ability to design and create training flyers/banners using design software i.e: Canva, Adobe Photoshop, Illustrator, and InDesign.
• Networking and hosting skills: Ability to engage and actively listen to learners and demonstrate your genuine interest in them. Foster deeper conversations to understand and anticipate their needs.
• Training Co-ordination: Ability to arrange logistical arrangements for multiple training sessions.

Duties and Responsibilities

AI tool management:

• Stay informed about the latest AI tools and platforms relevant to L&D. i.e: adaptive learning platforms (software applications used in L&D that personalise the learning experience for each employee. They leverage AI and machine learning to adjust the learning content and pace based on the learners’ strengths, weaknesses, experience, education history, acquired skills and learning style), and chatbot-based training platforms.
• Configure and manage settings within AI tools to ensure they function as intended. 
• Monitor the data that is generated by the AI tools and assist with the formation of learner insights in order for the Data Analyst to analyse learner performance trends to identify areas for improvement.
• Provide ongoing technical support to learners and Facilitators/Orchestrators encountering difficulties with the AI tools.

Programme co-ordination and ongoing support:

• Collaborate with L&D programme leads, L&D Specialists and Instructional designers to integrate AI tools seamlessly into the overall learning experience.
• Develop user guides and training materials to help learners navigate and utilise the AI tools effectively.
• Provide learner onboarding initial training on how to navigate and utilise the AI learning platform effectively.
• Assist learners with any technical issues they may encounter while using the platform.
• Manage programme logistics i.e: scheduling, co-ordination and training resources, ensuring smooth programme execution.
• Maintain programme documentation, including reports on AI tool usage and learner feedback.
• Analyse learning programme data to evaluate the effectiveness training programmes and to recommend improvements.

Communication and Collaboration:

• Communicate clearly with L&D specialists, instructional designers, and external technical support teams to ensure smooth programme execution.
• Act as a liaison between learners and AI tool providers, relaying feedback and concerns for necessary updates or troubleshooting.
• Gather feedback from learners and instructors about their experience with the AI programmes. Work with the program specialist to address issues and make necessary adjustments to optimize the platform and learning experience.
• Update and share relevant emerging AI-powered L&D trends and information with the team.
• Elevate the learning experience by creating a welcoming environment for delegates through hosting and engaging in meaningful conversations with the learners. 
• Ensure clear communication throughout the programme, ultimately transforming delegates into enthusiastic participants.

Academy Operations:

• Automate manual and repetitive processes using no code/low code deployment tools such as Power Automate in order to improve processes and boost productivity.
• Manage the logistics of training programmes, including scheduling, budgeting, and securing resources (rooms, facilitators, materials) for in person interventions and other events hosted by the Academy.
• Plan training sessions with programme leads and facilitators and ensure that they have the necessary materials and support in order for them to effectively deliver their training sessions.
• Regularly maintain the Learning Management System.

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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 CFA level 1 would be advantageous.

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.
• 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.