PPS For Professionals

We at PPS are proud of our unique and unmatched business model of “mutuality” in South Africa. Our financial strength and exceptional growth trends inspire a sense of confidence in PPS. Social responsibility is a fundamental part of who we are, and we are recognised as a company of value, integrity and repute. We are committed to transformation and believe in celebrating our dynamic and diverse workforce.​

We offer our employees the kind of environment where everyone matters. We recognise the value of work-life balance and have a genuine concern for the wellbeing of our people and their families. Collaboration is encouraged and rewarded.

We are dedicated to developing people in their roles and offer a stimulating and challenging work environment geared towards growth and innovation. Regular performance feedback is an integral part of our culture and our robust performance management system drives consistency and fairness.

We believe in rewarding our people fairly and offer competitive and flexible benefits. Our people are recognised through various programmes and initiatives, designed to acknowledge their contributions and incentivise exceptional performance.

Western Cape

Position: Technical Specialist: Estate Planning and Socialisation (4S1)                                 

Closing Date: 19 September 2019

Department: Specialist Support Services

Reporting: Regional Manager

Location: Coastal, Cape Town

 

Purpose of the Job:

Assisting and supporting financial intermediaries with estate and business planning advice and information as part of a Specialist Support Services division, whose purpose is to complement trusted advisers’ and brokers value proposition to their clients (members and prospective members), so as to enhance the overall member experience. Assisting with the preparation and generation of the documentation required to implement estate and business planning solutions identified by the financial intermediary and client in the planning process.

 

Main duties and responsibilities:

  • Helping build solutions from a specialist perspective, e.g. complex estates, wills etc, testing different scenarios and giving recommendations on specific issues
  • Analysing complex issues for planners such as complex estates with offshore assets, trusts, complex tax issues, etc
  • Facing clients when required and providing in-depth knowledge of estate planning services which include estate administration, trust administration, trust and estate planning and business assurance and planning
  • Collaborating with colleagues and industry specialists to formulate practical advice
  • Assisting with the collection and collation of client information from various sources required to prepare a detailed estate and business plan for clients
  • Developing planning recommendations in conjunction with the intermediary
  • Assisting with the implementation of the estate and business planning solutions identified in the planning process
  • Researching complex topics, e.g. foreign tax protocols, for clients with global portfolios 
  • Capturing all client-related information on Avalon to create detailed estate and business planning reports
  • Adhering to compliance and risk management processes and procedures
  • Ability to work with systems that generate estate plans / financial plans

 

Formal Qualifications:

  • BA, LLB or suitable Law Degree or Diploma in Trust and Estate Planning
  • CFP® designation
  • Fit and Proper representative status highly advantageous
  • FISA certification highly advantageous

 

Experience and Knowledge:

  • At least 3 years’ experience in financial planning environment, with a key focus in trust and estate planning
  • In-depth knowledge of Estate Planning Services, including:
    • Estate administration
    • Trust administration
    • Trust and Estate planning
    • Business assurance and planning
  • Good understanding of compliance issues relating to the estate planning environment
  • Dealing with the professional and Private Client markets

 

Interpersonal and Intrapersonal Skills:

  • Able to interpret legislation correctly pertaining to estate planning and financial planning, recommending prudent solutions to intermediaries
  • Able to provide training on estate planning to intermediaries
  • Strong interpersonal skills
  • Excellent verbal and written communication skills
  • Excellent report writing skills
  • Methodical and meticulous attention to detail
  • Expresses opinions, information and key points of view clearly and assertively
  • Able to build strong relationships and to expand network of support
  • Able to work independently on area of expertise
  • Collaborative
  • A positive attitude towards learning and growing
  • Problem-solving aptitude
  • Deadline orientation
  • Able to work in a team environment
  • Strong sales orientation

Preference will be given to Employment Equity candidates

Please send your applications to HRSupportFP@pps.co.za

Kwa-Zulu Natal

Position: Short Term Specialist (3D)                

Closing Date: 18 September 2019

Department: Life Broker Services

Reporting Line: LBS Regional Manager

Location: Pietermaritzburg

 

Purpose of the Job:

The main purpose of this job is to maintain and grow current and new business relationships/partnerships in alignment with contracted growth and profitability targets.

 

Main duties and responsibilities:

  • Managing a portfolio of business through analysis, interpretation and decision-making while building effective relationships with business partners both internally and externally
  • Taking charge of the day-to-day management of the local office
  • Building, maintaining and growing existing and new business relationships with stakeholders / business partners both internally and externally
  • Having weekly / bi-weekly meetings with the intermediaries to discuss new quotes, service-related issues and problem-solving, (does not get too involved in problem-solving – makes use of the available PPS channels), communication, operational circulars, etc
  • Handling monthly follow up meetings to discuss performance and growth of the intermediaries
  • Producing reports per visit with analysis of the book of business, cancellations, renewals, etc
  • Representing and promoting PPS through marketing activities to intermediaries and clients
  • Providing input into the intermediaries’ business by sharing analysis, interpretation, portfolio management and non-pricing underwriting e.g. excesses, exclusions, cover limits, etc
  • Inviting intermediaries to forums and information sessions to strengthen relationships
  • Managing the Sales Consultants (SC) in respect of tariffs/ rates on commercial quotes / policies
  • Operating and excelling in a niche product environment

 

Formal Qualifications:

  • Matric
  • Min COP or other Insurance related qualification
  • FAIS Compliance – (60 credits Commercial Lines & 30 credits Personal Lines)
  • RE 5

 

Experience and Knowledge:

 

  • At least 3 years’ Personal and Commercial Lines experience in an operational environment
  • Short Term Insurance technical product knowledge required
  • Experience in maintaining and growing a profitable portfolio of Commercial and Personal Insurance
  • Technical underwriting knowledge
  • Relevant underwriting, sales and technical product knowledge of short term insurance including claims knowledge
  • Necessary experience and knowledge of how to maximise profitability through pricing, retention, limits and growing a profitable portfolio of Commercial, Personal insurance and Professional Indemnity
  • Understanding and interpreting policy wordings against claims situations

 

Other requirements:

  • Driver’s License

 

Computer Literacy:

  • MS Office package (MS Word, Excel & PowerPoint) 

 

Interpersonal and Intrapersonal Skills:

  • Good communication skills (written and verbal)
  • Excellent inter-personal and problem-solving skills
  • Personal mastery
  • Results-focused and able to take initiative
  • Collaboration
  • Emotional wisdom
  • Change navigation
  • Innovative orientation
  • Planning and organising
  • Problem-solving/decision-making
  • Customer focus

 

Preference will be given to Employment Equity candidates

Please send your applications to recruitment@pps.co.za

 

Gauteng

Job Title: Creditors Clerk (2C)                   

Closing Date: 19 September 2019

Reporting Line: Team Manager: Finance

Business Unit: Group Finance

Location: Johannesburg, Parktown

 

Purpose of the Job:

The incumbent will be responsible for payment of supplier invoices, reconciliation of supplier accounts, compiling monthly on-charges and ad hoc requests when required for documents.

 

Main duties and responsibilities:

  • Daily checking and receipting of all invoices for payments in line with the delegation of authority (DOA)
  • Capturing creditors payments on Great Plains
  • Performing creditors reconciliations on Great Plains and assisting with obtaining statements
  • Posting creditors’ transactions on Great Plains
  • Ensuring all payment batches are stamped and filed away
  • Monthly month end close-offs
  • Ensuring correct VAT tables used when capturing on Great Plains
  • Providing proof of payments upon request
  • Administering all Telkom telephone accounts and the payment thereof
  • Compiling all monthly on-charges
  • Checking all payments are in adherence to the PPS Procurement Policy
  • Resolving any ad-hoc creditor query/payment and measuring turnaround times
  • All other ad-hoc admin and creditor related tasks

 

Formal Qualifications:

  • Matric

 

Experience and Knowledge:

  • 2 years’ experience in creditors payments
  • Knowledge of creditors reconciliations essential
  • Knowledge of the Insurance industry an advantage
  • Knowledge of Great Plains will be advantageous

 

Computer Literacy:      

  • Latest MS Office package, particularly Excel
  • Knowledge of Great Plains an advantage

 

Strategic Orientation:

  • Responsible for supplier reconciliations
  • Payments are processed in line with the DOA and the procurement policy

 

Communication:

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

 

Interpersonal and Intrapersonal Skills: 

  • Accuracy and figure orientation are key attributes for this job
  • Attention to detail
  • Able to prioritise and work under pressure
  • Able to meet strict deadlines
  • Confident
  • Self-starter
  • Persuasive and influential
  • Good networking skills
  • Good presentation skills
  • Manages expectations
  • Self-aware
  • Professional
  • Responsible and accountable

Preference will be given to Employment Equity candidates

Please send your applications to recruitment@pps.co.za

Gauteng

Job Title: Insights & Development Manager (4B)       

Closing Date: 20 September 2019

Reporting Line: Senior Manager: Customer Experience

Business Unit: Customer Experience

Location: Johannesburg, Parktown

 

Purpose of the Job:

 

The purpose of this role to assist the department (Customer Experience) with meeting their business performance objectives by developing and delivering engaging and forward-thinking programmes and processes.

 

There’s an art and science to developing great people. We’re looking for a creative thinker and people scientist to help our growing team. You’ll be an Agile team participant ready to help our employees and their managers deliver against our strategy by giving them the opportunities for personal development and the learning support they need.

You will be responsible for working side by side with HR Business Partners, Process Engineers and managers across the organization. Your skills and experience in stakeholder engagement as well as analysing management and customer insights data will ensure that you develop and deliver engaging and forward-thinking programs and processes that help employees and their managers perform and develop. This will include a range of outcomes-based programmes like departmental onboarding, professional development, quality assessments, employee engagement, and product training, for example.

We have an exciting challenge as we gear towards customer and employee-centred thinking. The role will require someone who can quickly partner with a growing group of passionate professionals to assess and deliver against their unique people development needs and have the agility to work in a complex and fast-paced environment.

 

Main duties and responsibilities:

 

  • Providing development and coaching of agents, quality assessors and coaches
  • Actively engaging and supporting the development of your team to ensure better customer experience
  • Analysing and assessing the organisational and people development needs of our departments to help them deliver against their strategy and goals, advocating for innovation solutions, and delivering and measuring the impact of that work
  • Analysing and providing important insights from strong people analytics that link learning and people development programmes with individual goals and business-line results
  • Providing actionable insights to enable significant improvement in customer experience outcomes
  • Ensuring that daily, weekly and monthly reporting is accurate, professional and delivered as promised
  • Measuring our agents’ ability to effectively meet the needs of our customers
  • Developing and deliver learning and professional development solutions
  • Reviewing management information in relation to customer feedback and making recommendations as to improvements across the contact centre
  • Defining quality indicators for the team that are aligned with strategy and coach the individuals to ensure delivery
  • Identifying new customer insights opportunities and implementing the surveys required to capture the insights before analysing and directing behaviour to further improve customer experience
  • As this is a management role you will also be expected to step up in the operational environment to support where required
  • Leading by example and support agents by handling customer escalations when required.
  • Walking the floor and get involved

Formal Qualifications:

 

  • Matric
  • Bachelor’s degree
  • Post Graduate qualification advantageous

Experience and Knowledge:

 

  • 5 -7 years’ experience in learning and development and people analytics,
  • 4 – 5 years’ management experience
  • 4+ years’ service & administration experience
  • 4+ years’ industry experience
  • Excellent facilitation across functions
  • Demonstrated ability to collect the right data and understand the impact on people development programmes
  • Able to form partnerships and influence employees at all levels of the organisation
  • Proven success remaining agile in a fast-paced environment
  • Experience working with Power BI would be an advantage
  • Experience in high-growth environments preferred
  • Assessing needs, developing and executing learning strategies that build improved performance and engagement across businesses and teams.

Computer Literacy:      

 

  • MS Office package
  • Data Analytics

Interpersonal and Intrapersonal Skills: 

 

  • Own it! Question it! Do the right things right!
  • Customer Focused
  • A self-starter with strong relationship building skills and an entrepreneurial approach that leverages further opportunities
  • Building and maintaining stakeholder relationships
  • Excellent communication skills, both written and oral and excellent relationship building
  • Resilient
  • Results-driven
  • Analytical skills
  • Attention to detail
  • Able to think outside the box
  • Problem-solving skills
  • Leadership skills
  • Customer service/communication skills     

Preference will be given to Employment Equity candidates

Please send your applications to recruitment@pps.co.za

Gauteng

Job Title: Bookkeeper (3A)                   

Closing Date: 19 September 2019

Reporting Line: Team Manager: Finance

Business Unit: Group Finance

Location: Johannesburg, Parktown

 

Purpose of the Job:

The incumbent is responsible for cashbook and general ledger reconciliations, handling of foreign currency and rand petty cash; preparing monthly on-charges, invoice preparation and journals; daily cash flows.

 

Main duties and responsibilities:

  • Daily cash levels administration
  • Cash books administration
  • Processing of various month end journals
  • Assisting with salary and related payments
  • Administering statutory payments
  • Various general ledger reconciliations
  • Various other month end reconciliations
  • Administering of foreign petty cash
  • Monthly rental journals and invoice collation
  • Monthly on-charges to subsidiaries
  • Reconciliation between the bank account and the general ledger
  • Rental reallocations
  • Intercompany invoices
  • Treasury function
  • General Finance functions

 

Formal Qualifications:

  • Matric
  • Relevant degree/diploma

 

Experience and Knowledge:

  • 2 years’ relevant experience in Finance
  • Knowledge of bookkeeping
  • Knowledge of the Insurance industry advantageous
  • Knowledge of Great Plains advantageous

 

Computer Literacy:      

  • MS Office package, particularly Excel, Word and Power-point

 

Communication:

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

 

Interpersonal and Intrapersonal Skills: 

  • Accuracy and figure orientation are key attributable for this job
  • Able to prioritise and work under pressure
  • Able to meet strict deadlines
  • Attention to detail
  • Confident
  • Self-starter
  • Persuasive and influential
  • Good networking skills
  • Good presentation skills
  • Manages expectations
  • Self-aware
  • Professional
  • Responsible and accountable

Preference will be given to Employment Equity candidates

Please send your applications to recruitment@pps.co.za

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