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.

Gauteng

Position: Short Term Internal Sales Consultant – Direct (2C)             

Closing Date: 13 December 2019

Department: Short Term Sales

Reporting Line: Short Term Internal Sales Team Manager

Location: Gauteng

 

Purpose of the Job:

To sell and market PPS Short Term products to direct clients via an inbound and outbound model.

 

Main duties and responsibilities:

  • Contacting Short-Term Insurance brokers and clients to assist with Short Term Insurance quotes
  • Comparing quotations on existing insurance held
  • Following up continuously on all leads and quotes
  • Recording reasons and feedback for all leads and quotes
  • Achieving sales targets and objectives
  • Achieving premium written targets
  • Achieving the conversion ratio - quotes to sales - in accordance with agreed targets
  • Achieving quote ratios
  • Building a positive and professional image of PPS
  • Dealing with sales telephone enquiries on all new direct short-term insurance quotes.
  • Updating/entering call outcome information on the system for later follow-up or closure
  • Keeping abreast of developments and trends in the Industry – self-learning
  • Ensuring commitment to the FAIS Fit and Proper qualification requirements

 

Formal Qualifications:

  • Matric
  • 120 FAIS credits
  • RE qualification will be an advantage

 

Experience and Knowledge:

  • Minimum 3 years’ experience in Short-Term Insurance sales
  • Call centre experience
  • Outbound experience
  • Broker relationships experience
  • Knowledge of Short-Term insurance products

 

Computer Literacy:

  • Computer Literate (MS Office Package)

 

Interpersonal and Intrapersonal Skills:

  • Sales-driven
  • Able to sell and to achieve targets
  • Negotiation skills
  • Client consulting skills
  • Excellent interpersonal communication skills
  • Able to handle a pressurised environment
  • Reliable and independent
  • Flexible and accommodating of change

 

Preference will be given to Employment Equity candidates

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

Gauteng

Position: Sales Lead Warmer (2C)                     

Closing Date: 13 December 2019

Department: Short Term Sales

Reporting Line: Short Term Internal Sales Team Manager

Location: Gauteng

 

Purpose of the Job:

The employee will be responsible for phoning clients, creating a need for these clients to obtain quotes.

 

Main duties and responsibilities:

  • Looking up phone numbers and verifying client details
  • Distribution of quote requests
  • Record keeping of client information
  • Record keeping of workflow numbers
  • Attending to the phone in the STI Call Centre in the instances of other agents being unavailable
  • Projecting and maintaining a professional PPS image to internal and external clients.

 

Formal Qualifications:

  • Matric

 

Experience and Knowledge:

  • A minimum of 2 years’ Lead Warmer/cold calling experience is essential

 

Computer Literacy:

  • MS Office Applications: Word & Excel – essential

 

Interpersonal and Intrapersonal Skills:

  • Excellent communication skills (verbal & written)
  • Confident and be able to interface with professional people
  • Able to establish, build and maintain relationships
  • Effective understanding of tele-communication skills
  • Able to handle a pressurised environment
  • Flexible and accommodating of change
  • Team-focused
  • Reliable
  • Effective listening skills
  • Attentive to detail
  • Must have high standard of integrity

 

Preference will be given to Employment Equity candidates

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

Gauteng

Position: Data Manager (4D)                            

Closing Date: 13 December 2019

Department: PPS Group

Reporting Line: Executive: Actuarial Services

Location: Gauteng

Purpose of the Job:

The Data Manager will be responsible for developing and governing our data and information strategy, analysing and deriving insights from data to inform business decisions and growth. They will align this strategy with industry best practices.

They will develop the policies and procedures, working closely with various departments to collect, prepare, organise, protect and analyse data assets. This role includes leading inter-disciplinary teams, improving and streamlining data systems and processes and driving innovation and data-driven thinking.

Main duties and responsibilities:

  • Designing, supervising, owning, and managing the execution and delivery of a group wide data platform
  • Creating and implementing policies and procedures for data management
  • Ensuring adequacy, accuracy, and legitimacy of data
  • Implementing effective and secure procedures for data processing
  • Defining and implementing procedures for data sharing with upper management, management, and relevant stakeholders
  • Monitoring and analysing information and data systems
  • Evaluating performance of data systems
  • Troubleshooting data-related problems
  • Liaising between technical teams and specialists and business stakeholders, fostering inter-departmental coordination and cooperation
  • Managing priorities and capacity within the framework of the data management plan while considering conflicting priorities of stakeholders inside and outside of the business
  • Engaging with stakeholders to obtain an understanding of their data quality practices to contract, manage and meet expectations

 

Formal Qualifications:

  • Bachelor’s degree in Statistics, Mathematics, Computer Science or related field.
  • Master’s degree and/or MBA would be advantageous

 

Experience:

  • Proven track record in data management, leadership and IT systems and tools
  • 5 years’ experience in a data management or analytics role
  • Management experience essential

 

Knowledge:

  • Effectively sizing technical requirements to ensure timely delivery that is within budget
  • Creating and presenting sound financial business cases
  • Working knowledge of data migration, systems architecture, container orchestration technologies, and cloud strategy
  • Familiarity with code and programming concepts
  • Expertise in machine learning, statistical modelling, design of experiments and forecasting
  • Experience with common analysis tools – Python, SQL, R, PowerBi/QlikView/Tableau
  • Data discovery: Pandas, Impala
  • Big data modelling work: Hadoop, Hive, Spark, BigQuery
  • Knowledge and understanding of the dynamics of the graduate professional client market  
  • Working knowledge of the Insurance and Investment industries

 

Computer Literacy:

  • Proficient in the use of technology, and demonstrates a willingness to learns and use new languages, programs and systems

 

Governance:

  • Able to develop and implement new data management and governance solutions as required
  • Knowledge and appreciation of the need for consistency in data management and governance
  • Data security knowledge

 

Strategic Orientation:

  • Astute knowledge and understanding of the PPS vision, strategy and member value proposition
  • Translates data management strategies into operational execution by leading and delivering through people, processes and systems
  • Creative and innovative and always seeks opportunities for leveraging data ongoing organisational   and divisional performance
  • Displays exemplary long-term thinking, acts with confidence and works independently and is self-directed

 

Commercial Acumen:

  • Demonstrates awareness of market trends and opportunities and keeps up to date with competitor developments in area of responsibility
  • Actively look for opportunities to translate analytics of data into business insights to create sustainable value

 

Decision Making:

  • Influences the decision-making on data plans and projects
  • Accountable for all data analytics and data science operational decisions

 

Problem Solving:

 

  • Analyses information and research for optimisation of data analytics
  • Effectively breaks down problems and finds solutions

 

Leadership:

  • Models the PPS desired leadership behaviours and leads by example              
  • Makes prompt and clear decisions which may involve tough choices and consistently implements a decision once made    
  • Models high standards of ethical behaviour and encourages others to adhere to ethical
  • behaviours                  
  • Establishes authority, respect and rapport with direct and indirect team members in
  • order to build enthusiasm for realising the channel’s strategies, objectives and targets

 

Management:

  • Leadership experience in developing and implementing data strategies
  • Knowing how to manage cross-functional teams
  • Managing and influencing stakeholder engagements to the benefit of the company
  • Able to act as a mentor within the team

 

Communication:

  • 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
  • Anticipates and responds appropriately to the needs, reactions and feedback of an audience

 

Relationship Management:

  • Establishes good relationships with customers, staff and colleagues at different levels in the organisation

 

Interpersonal and Intrapersonal Skills:

  • Confidence and assertiveness
  • Self-starter
  • Motivated and motivational
  • Persuasive and influential
  • Client Service Orientated
  • Team-leader and team player
  • Self-awareness
  • Resilient
  • Responsible and accountable

 

Competencies:

  • Analytically-minded
  • Passionate interest in the industry
  • Strong innovative flair
  • Project management skills
  • Conceptual skills
  • Systems thinking

 

Preference will be given to Employment Equity candidates

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

Kwa-Zulu Natal

Position: Technical Specialist: Business & Estate Planning (4S1)                  

Closing Date: 13 December 2019

Department: Specialist Support

Reporting: Regional Manager

Location: Kwazulu-Natal

 

Purpose of the Job:

To assist and support Financial Advisors with business planning advice and information as part of a Specialist Support Services division, whose purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) so as to enhance the overall member experience.

Main duties and responsibilities:

  • Assisting the Specialist Support Services unit in providing technical advice to clients, with an emphasis on, but not limited to business planning
  • Assessing clients’ financial circumstances in terms of business planning as it relates to the Graduate Professional market
  • Preparing financial proposals using financial planning software tools to support the development of each client’s financial strategy
  • Analysing complex issues for planners such as complex estates with offshore assets, trusts, complex tax issues etc
  • Conducting research and analysis of products and services that are appropriate to each client’s financial circumstances, which may include planned fieldwork assignments of a budgetary nature for clients in various industry sectors under the prevailing reporting frameworks (IFRS, GAAP)
  • Researching complex topics, e.g. foreign tax protocols for clients with global portfolios 
  • Helping build solutions from a specialist perspective, e.g. complex estates, wills etc, testing different scenarios and giving recommendations on specific issues
  • Proposing and drafting financial solutions that meet each client’s goals, needs and objectives
  • Working independently to facilitate an efficient support services process
  • Building solid working relationships with the Advisors and various Specialist Support Services teams to achieve results
  • Supporting the ongoing relationship between the Technical Specialists, Advisors and the client by assessing the client’s changing financial priorities
  • Collaborating with colleagues and industry specialists to formulate practical advice
  • Assisting with the development of best practice and “house views”
  • Facing clients when required, providing in-depth discussion/knowledge

 

Formal Qualifications:

  • Commercial / Financial degree with Accounting/Financial Management/Taxation as major subject; or

BCom plus relevant Honours/ Post Graduate Diploma

  • Affiliation with Governing Body accredited by SARS to administrate Tax Practitioners
  • Successful completion of RE representative exams
  • CFP – Advantageous
  • SAIPA or SAICA Affiliation-advantageous

 

Experience and Knowledge:

  • 3 - 5 years’ experience in a business assurance and planning environment
  • Experience in analysing and preparing personal, trust and corporate tax returns (a collaborative effort between assurance and tax) in the Financial Services industry
  • Articles through an accounting firm with Business Planning Services advantageous
  • Experience using a CRM system is preferable
  • Experience using financial planning software preferable
  • Working knowledge of the relevant reporting regulations

 

Computer Literacy:

  • Proficient in MS Office

 

Interpersonal and Intrapersonal Skills:

  • Able to work independently and as part of a team
  • Proven problem-solver with analytical and numerical skills, coupled with the ability to analyse and interpret statistical information
  • Strong commitment to excellence and high attention to detail/accuracy
  • Time management
  • Excellent communication skills – verbal and written
  • Must be client centric
  • High degree of professionalism
  • Strong organisational skills with the ability to multi-task and work under pressure
  • Ability to function independently & pro-actively

 

Preference will be given to Employment Equity candidates

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

Eastern Cape

Position: Head of Digital & Design                                 

Closing Date: 13 December 2019

Department: Business Development

Reporting Line: Executive Business Development

Location: Newlands, Cape Town

 

Purpose of the Job:

Responsible for the successful development and execution of the PPS Investments digital platform and brand.

Main duties and responsibilities:

  • Designing, editing and proofing all marketing collateral including our digital advertisements, website, social media campaigns, print and press releases, presentations, and brochures
  • Working closely with key stakeholders to define and develop our brand narrative, style, and positioning by maintaining a consistent brand image and identity across all company materials and on all projects
  • Leading the creative design process for campaigns and projects from start to finish, collaborating closely with the business intelligence and positioning and the Marketing teams
  • Managing incoming design briefs, determining design requirements and liaising with relevant stakeholders across the business to ensure their objectives and needs are met
  • Working closely with PPS Group Marketing to evolve our website visual identity
  • Developing, implementing, and managing an enterprise email and SMS marketing programme and collaborating with team members to enhance communication journeys and marketing strategies
  • Leveraging historical campaign results to guide future email messages, implementing segmentation and behavioral marketing messages based on past email performance and marketing objectives
  • Responsible for the reporting campaign performance and overall effectiveness
  • Staying current with best practice strategies through email compliance and spam regulation (CAN/SPAM)
  • Coordinating and monitoring the maintenance, integrity, and security of several databases

 

Formal Qualifications:

  • Minimum 4 - 5 years’ relevant experience; in digital design and marketing
  • Experience working across print, digital platforms and CRM
  • Knowledge/understanding of the Financial Services/ LISP / Asset Management industry would be an advantage
  • A background in Information Technology with a good understanding of Database Concepts, SQL and Segmentation, HTML and coding of emails
  • Knowledge and experience in other social media platforms and additional marketing channels

 

Experience and Knowledge:

  • Matric
  • Tertiary qualification with a specialization in Marketing/Brand management or similar
  • Digital platform qualification will be an advantage

 

Systems Knowledge:

  • Systems knowledge of MS Office with a CRM system exposure as an advantage
  • Expert skills in Adobe Creative Suite, Photoshop, Illustrator, InDesign, PowerPoint, Sketch

 

Competencies and ideal personality attributes:

  • Creative design capabilities
  • Sophisticated layout and typography skills
  • Able to collaborate and coordinate with key stakeholders effectively
  • Effective communication both verbal and written, with the ability to present design solutions
  • Meticulous attention to detail
  • Proactive and innovative
  • Results-focused
  • Flexibility and willingness to adapt
  • Business acumen
  • Decision making ability

 

Key success measurement:

  • A track record or portfolio of evidence of achievements of designs that showcase both your creative and technical ability as well as marketing performance against both
  • delivery and business revenue targets. Keen interest in best practices in User Interface,
  • User Experience and latest trends in web and app design. An affinity for systems and database management and CRM exposure

 

“Based on the nature of our business, honesty and integrity is an inherent requirement for our roles, as the candidate will be exposed to financial transactions.”

 

Please apply via: http://pps.cloudrecruit.io/#/

Eastern Cape

Position: Administration Consultant                          

Closing Date: 06 December 2019

Department: Operations

Reporting Line: Team Leader Operations

Location: Newlands, Cape Town

 

Purpose of the Job:

The incumbent is a Validations Consultant, ensuring accurate and efficient processing of instructions whilst strengthening and maintaining relationships between clients /intermediaries and the company. This role is responsible for the complete validation of client instructions and requests, working across the operations team to meet the standard service level agreements.

 

Main duties and responsibilities:

  • Validation for all the PPS Investments LISP and Asset Management offerings
  • Processing applications for all product streams
  • Coordination of Section 14 and 37 transfers
  • Ensuring our client and intermediaries comply with all regulatory requirements
  • Ensuring that each intermediary is licensed to sell our products
  • Handling enquiries from client intermediaries and the broader distribution force with first-time resolution
  • Maintenance of commission arrangements with intermediaries
  • Management of documentation in respect of FICA & FAIS legislation and other regulatory requirements
  • Updating client information on CRM
  • Management of stakeholder relationships to ensure improved client experience
  • Ensuring all clients instructions are processed timeously and accurately
  • Following up on all pending instructions
  • Ensuring our clients comply with the prudent investment guidelines
  • Managing work allocated to you
  • Responsible for ensuring that all client documentation is stored electronically as per company policy
  • Prioritising all work allocated to administration and all client instructions within standard level agreements

 

Formal Qualifications:

  • 1 – 2 years’ experience in an administration environment within financial services / LISP / Asset Management

 

Experience and Knowledge:

  • Matric qualification a minimum requirement
  • Tertiary qualification would be advantageous

 

Systems Knowledge:

  • MS Office – intermediate level of MS Word & Excel
  • Sales Logix or another comparable CRM application is an advantage

 

Competencies and ideal personality attributes:

  • Technical knowledge
  • Attention to detail
  • Planning and organising
  • Communication skills
  • Client centricity
  • Results-driven
  • Team success
  • Building and maintaining relationships
  • Resilience
  • Business acumen

 

Key success measurement:

  • Strong interpersonal skills with enthusiasm for dealing with clients to deliver the best experience and outcomes to them.

“Based on the nature of our business, honesty and integrity is an inherent requirement for our roles, as the candidate will be exposed to financial transactions.”

Please send your applications to: hr@pps.co.za

Eastern Cape

Position: Skills Coach                                       Rafeequah Cader                   Closing Date: 06 December 2019

Department: Operations

Reporting Line: Head of Retail Operations

Location: Newlands, Cape Town

 

Purpose of the Job:

The role will transfer specialist product information, system skills, in-depth process knowledge and client-centric principles. The incumbent will deal with technical and complex client queries and/or complaints providing an excellent service offering. Another focus area is continuous improvement of processes and systems to deliver a great client experience. The Skills Coach will be required to build close relationship with Learning & Development to support interdepartmental and wider organisational goals.

 

Main duties and responsibilities:

  • Providing expert technical information and advice to Operations and Client Services staff
  • Regularly assessing each team members performance against set standards and agreed assessments as per agreement with management.
  • Providing regular reports, including written feedback, to Team Leaders on individual performance, trends and proposals for development areas
  • Identifying individual developmental needs and providing input and making recommendations into areas of improvement to Team Leaders
  • Working with Learning & Development and Team Leaders to support learning objectives of the respective departments, identifying and supporting training interventions to fill learning gaps
  • Supporting active learning plans for onboarding of new employees and constant learning for all employees through coaching and other interventions
  • Process owner and responsible for documenting processes to enable Learning & Development to compile learning material, signing off all business processes before implementation
  • Business process custodian, regularly reviewing, updating and ensuring saved and easily available for teams
  • Be the business process and product knowledge expert
  • Continuously assess processes, procedures and business rules to identify areas for improvement
  • Managing change regarding new products, compliance and regulations, rulings etc
  • Driving effective use of all relevant systems

 

Formal Qualifications:

  • Matric
  • Relevant tertiary qualification; BCom degree or similar
  • An understanding of Learning & Development methodologies will be an advantage

 

Experience and Knowledge:

  • Proven track record of building outstanding relationships, testified by references
  • Proven track record of excellent communication skills applied with coaching and feedback sessions
  • At least 3-4 years’ experience in an Investments/ LISP/ Asset Management environment with thorough knowledge and understanding of the products
  • Experience within a coaching and support role would be an advantage

 

Systems Knowledge:

  • Proficient in MS Office

 

Competencies and ideal personality attributes:

  • Coaching and listening skills
  • Client focus and service excellence
  • Strong influencing and negotiation skills
  • Excellent verbal and written communication skills
  • Able to build trusting relationships
  • Initiating action and take ownership of responsibilities
  • Team orientation
  • Passionate, ambitious and energetic

 

Key success measurement:

  • The Skills Coach will transfer specialist product information, system skills, in-depth process knowledge and above all, a passion for customer-focused service.
  • Ability to gain commitment of the target audience with a focus on continuous improvement of processes and systems to deliver a great client experience.

 

“Based on the nature of our business, honesty and integrity is an inherent requirement for our roles, as the candidate will be exposed to financial transactions.”

Please apply via: http://pps.cloudrecruit.io/#/

Gauteng

Position: Omni Channel Investment Specialist     

Closing Date: 13 December 2019

Department: Business Development

Reporting Line: Regional Business Development Manager

Location: Johannesburg

 

Purpose of the Job:

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 via one-on-one communication, telephony, multimedia (such as Skype) and via our online tools (such as Secure Site).

Main duties and responsibilities:

  • Supporting the execution of the National and Regional Business Development Sales Strategies
  • Positioning PPS Investments as the preferred niche LISP for intermediaries
  • Delivering on very specific flow targets, including both LISP and multi-management capabilities as well as effective use of the CRM application
  • Providing PPS head office with detailed reporting on leads and opportunities
  • Excellent client services, including proactive response to intermediary needs
  • Supplying intermediaries with accurate investment, product, fund, service and investor information
  • Training and developing the intermediary and support staff utilising all of PPS Investments online capabilities and practice management information
  • Supporting investment projects and campaigns, with the ability to deliver investment presentations online
  • Participating in investment product implementation
  • One-on-one engagements around investments, from a 101 level to discussing the multi-management value proposition
  • Regular formal report backs to PPS Investments management whilst working closely with the direct report to develop and execute an appropriate business plan to develop the panel

 

Formal Qualifications:

  • Related tertiary commerce qualification(s), BCom or similar
  • CFP and/or investments related Honours degree an advantage

 

Experience and Knowledge:

  • At least 3 years experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business

 

Systems knowledge:

  • MSOffice – specifically a good understanding of both Outlook and Excel
  • CRM experience
  • Client database experience an advantage

 

Competencies and ideal personality attributes:

  • Reasonable knowledge about the LISP (product) and Investments industry
  • Demonstrable training delivery skills are essential
  • Self-discipline to work unsupervised and to maintain CRM system
  • Resilience and tenacity
  • Strong interpersonal skills
  • Relationship management – networking
  • Communication - verbal & written
  • Performance-driven
  • Innovative thinking and problem-solving

 

Key success measurement:

  • Proven track record of sales or client servicing ability and ability to expand the PPS
  • Investments business by building long-term relationships with intermediaries

 

“Based on the nature of our business, honesty and integrity is an inherent requirement for our roles, as the candidate will be exposed to financial transactions.”

Please apply via: http://pps.cloudrecruit.io/#/

Gauteng

Position: Operational Accounts Manager (4B)         

Closing Date: 05 December 2019

Department: PPS Mutual

Reporting Line: Head: Business Solutions

Location: Johannesburg, Omni Park

 

Purpose of the Job:

The Operational Accounts Manager is a highly focused, energetic and responsible position. This role will be responsible for ensuring that the customer journey from an operational accounts and continued service point of view is accessible, simplified or automated where possible. The successful incumbent needs to understand and satisfy the customer requirements and to create a culture of service with the reporting and collaborating teams.

The main focus is to deliver high standards of governance, risk mitigation, and service to customers by making the most effective and efficient use of administration staff, accounting principles and technology resources. To meet these responsibilities, the manager must be a combination of expert service provider, coach, trainer, mentor, motivator, leader and manager while giving clear direction to the reporting team.

Main duties and responsibilities:

  • Working with cross-functional teams to deliver exceptional service to all customers according to the published service levels and quality standards, ensuring that these service levels are benchmarked regularly against industry standards
  • Acting as a brand manager for customer interactions with customers in real time on various interaction channels, proactively influencing customer perception and experience
  • Cultivating a performance-driven team collaborating with support and other operational teams
  • Acting as liaison across the subsidiaries, participating in real-time online conversations by answering questions, offering solutions and mediating conversations, developing a team for this purpose
  • Providing insights into and driving process automation opportunities
  • Documenting the business requirements with clear articulation of cost-benefit analysis where automation of processes is identified
  • Ensuring reporting staff have the knowledge and skills to answer customers’ inquiries, requests for support or problems quickly and effectively (first call resolution), validating that training programmes are adequate to provide administration staff and service agents with solid product and service knowledge, as well as customer handling skills
  • Team Performance: The performance of reporting managers and teams is essential to the success of an efficient and effective operational area. Managers are responsible for recruiting, training, managing and monitoring staff and agents so that they have the skills and knowledge to meet customer service standards and good practice process implementations consistently.
  • The candidate and reporting team must have a willingness to work non-standard business hours.
  • Resource Balancing: The manager is responsible for using resources efficiently and cost-effectively. The challenge for many managers is to ensure that the right level of resources is available to meet customer demand
  • The Operational Accounts team is scheduled to work across different time zones and therefore reporting service and administration teams needs to be managed on a 24/7 basis
  • Strategic initiatives in cultivating effective communication and ensuring valid, accurate and complete financial transaction process
  • Responsible for Operational Accounts succession planning, resource and talent management
  • Responsible for Segregation of Duties and Delegation of Authority review on operational processes
  • Responsible for process reviews in all operational areas with financial impact
  • All accounting for policies and agreements directly related to these policies:
  • All manual and automated processing of account entries
  • The specification of accounting for all automated processes generating account entries, the introduction of all new business lines and relevant intercompany activity relating to this business
  • Financial controls relating to these processes
  • The management of all related cash books, bank accounts and payment processes in this domain:
  • Managing operational cash flows on a daily basis
  • Reviewing the cash book and bank statement reconciliations daily
  • Completing, reviewing and actioning the cash control accounts within the same period
  • Debtors/creditors management includes the following:
  • Billing and collections
  • Claims settlements
  • All settlements to policyholders and intermediaries
  • Loan/arrangement management
  • Credit control, which includes development of processes, communications and management of action required to cancel, and reinstate agreements
  • The calculation and settlement of exit benefits
  • Claim Accounting Management and reviews:
  • All claim accounting relating to the lines of business
  • Operational monthly reporting for all financial processes reporting into this position:
  • Claims analysis
  • Commission account analysis
  • Cash flow reporting
  • Premium analysis and reconciliation of premium in advance and premium waiver
  • Debtors analysis
  • Cash control reviews
  • Trial Balance commentary and the checklist of reconciliations
  • Specific and specialised reporting of the PPS Mutual month-end processes that include the following:
  • Reinsurance report (inclusive of request and management of operational data impacting the reinsurance report from other areas)
  • Adviser commission report
  • Dealer group report

 

Formal Qualifications:

  • Matric
  • B Com Accounting or equivalent Accounting postgraduate qualification

 

Experience and Knowledge:

  • Up-to-date knowledge of GAAP (Accounting Standards and Statements).
  • Must have experience in the development and enhancement of current business processes.
  • 6+ years operational experience
  • 6+ years management experience
  • 5+ years industry experience
  • 6 + years accounting experience
  • 5+ years report analysis

 

Interpersonal and Intrapersonal Skills:

  • Leadership Skills:
    • Must have strong people management skills
    • Able to supervise the teams, even in remote situations
    • Keeping the team motivated and engaged, working with them to make sure they abide by all company policies and procedures.
  • Problem-Solving Skills: 
    • Solving customer issues, sometimes without seeing the actual problem first hand
    • Analytics on accounts and finding links with business reporting to identify trends that needs action or attention is critical
  • Customer Service/Communication Skills:
    • Excellent verbal and written communication skills; writing professionally for varied audiences
    • Operational Accounts Manager should be able to listen effectively to find the root cause of issues, and communicate clearly and in a friendly way to solve conflicts and issues, treat the customer fairly
  • Early adopter who is able to produce innovative ideas to improve service standards and analytic capability
  • Able to identify automation opportunities, understanding of how the operations systems are functioning
  • Results-driven, consistently meeting tight deadlines and service commitments
  • Highly organised
  • Energetic and enthusiastic
  • Self-motivated
  • Authoritative, diplomatic and effective with people.
  • Good communicator
  • Team player

 

Preference will be given to Employment Equity candidates

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

Join PPS

PPS offers tailor-made insurance, investment and healthcare solutions exclusively for graduate professionals with an honours level*/equivalent or higher qualification, from a public institution or certain listed private institutions.

*Honours level equivalent qualification includes certain BTechs, 3 year undergraduate degrees or diplomas plus a postgraduate qualification or professional designation.
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