Careers

​Position: Client Engagement Consultant X2 (2C)                                                                     

Closing Date: 30 September 2021

Department: Life Operations

Reporting Line: Team Manager Member Services

Location: Johannesburg, Parktown

Purpose of the Job:

A member of the primary contact team reporting to the Team Manager: Member Services. This role will be responsible for providing a professional service to PPS members and associated parties via an Omni-channel contact centre model. Customer interaction via all available contact channels will be part of this individual responsibilities and will entail shift work (between 7am & 9pm on weekdays and on Saturdays)

Main duties and responsibilities:

Responding to customer needs through all omni-channel contact points:

• Engaging and professionally responding to customer contact, regardless of the channel. Contact will be primarily inbound, however outbound campaigns are also an integral part of this job function
• Taking ownership of customer requests from receipt to conclusion
• Identifying and escalating issues to supervisors
• Providing product and service information to all customers
• Researching required information using available resources
• Researching, identifying, and resolving customer complaints using applicable software
• Routing calls to appropriate people where required
• Documenting all call information according to standard operating procedures
• Following up customer calls where necessary
• Completing call logs and reports
• Taking ownership of service level standards and ensuring that they are reached consistently
• In addition to their regular duties of answering customers basic questions, a Professional Front Office Agent are responsible for handling complaints that are too complex to be handled by junior employees

Assisting management and the Support Team: 

• Agreeing duties with team members in order to achieve operational targets, including prioritisation and work schedules
• Responsible for enforcing PPS’s training and development programme; they may also be assigned a junior employee to mentor
• Executing policies and procedures related to service delivery in Operations and between other areas
• Building and maintaining relationships with relevant stakeholders

Keeping track of customer trends:

• Using available software to document each customer interaction to help streamline the customer service processes, observing trends to report back to the Product Development team
• Identifying process and procedure improvements and making recommendations to streamline and simplify processes
• Escalating system failures to the appropriate support team in order for the team to stay productive
• Recognising, documenting, and alerting the management team of trends in customer calls

Maintaining Product Expertise:

• Acting as an expert in the products offered by PPS in order to answer customer complaints and questions. This requires taking initiative to master every feature and benefit of each product

Formal Qualifications:

• Matric (Grade 12)
• A 3-year tertiary qualification (Degree/BTech) with relevance business orientation

Experience and Knowledge:

• 3+ years’ customer service experience
• 2+ years’ working experience in call centre AND back office processing is a clear advantage

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

Preference will be given to Employment Equity candidates

You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and the yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.

Please click here to view and apply for vacancies at PPS.

​Position: Leads Management Coordinator (6 Months Fixed Term Contract) (2C)                  

Closing Date: 30 September 2021

Department: Life Operations

Reporting Line: Team Leader Member Benefits Assurance

Location: Johannesburg, Parktown

Purpose of the Job:

This role reports to the Team Manager Retentions & Leads. The primary value delivered by this team is lead quality. This means that leads are hot and valid. Fast first-contact and thorough initial screening are non-negotiable in delivery. Responsible for leads campaigns. This is a fixed-term contract position.

Main duties and responsibilities:

Campaigns management:

• Ensuring that leads from various campaigns are dealt with efficient and effectively
• Primary function is to interact with members and stakeholders using various methods of communication. We need customers in order to carry out our responsibilities within the business. Customers will submit their details showing interest in joining PPS using different platforms; our responsibility is to assign lead to an accredited advisor for further assistance

Key Responsibilities:

• Achieving growth and hitting leads deliverables
• Building and promoting strong, long-lasting customer relationships by partnering with them and understanding their needs
• Actioning the allocated work outputs
• Actioning and solving all queries related to leads and in the value chain delivery
• Ensuring that process documentation is updated and kept relevant
• Dealing with sales telephone enquiries on all new Short-Term Insurance quotes

Additional Responsibilities:

• Maximising each inbound call received by attempting to ‘turn’ it into a sale
• Achievement of targets and objectives
• Adherence to quality and compliance processes to minimise business risk
• Quality management of all outputs, with the end customer in mind
• Maintaining optimal operational efficiencies (productivity measures to be achieved)
• Adapting and changing to fit in with changing business operational requirements
• Updating/entering call outcome information on system for later follow-up or closure and keeping record of all conversations with members
• Managing information regarding new products, rate changes, rulings, training updates, etc
• General policy administration
• Drawing and preparing reports
• Arranging surveys on quotes and/or new policies where applicable
• Keeping abreast of developments and trends in the industry – self learning

Education:

• Matric (Grade 12)
• Degree in Business Administration or a related field preferred
• Committed to continuous education through workshops, seminars and conferences

Experience:

• Minimum of 2 years’ experience in the Financial Services industry
• 1 to 2 years’’ working experience in a similar environment is a clear advantage
• Proven ability to drive the leads distribution process from plan to close

Knowledge and Skills:

• IT Skill: Strong computer skills, including Microsoft Office Package

Competencies:

• Good business sense
• Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organisation
• Energetic
• Customer -focused
• Respectful

Preference will be given to Employment Equity candidates

You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and the yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.

Please click here to view and apply for vacancies at PPS.

​Position: Professional Service Agent X2 (6 and 12 Months Fixed Term Contract) (2C)             

Closing Date: 30 September 2021

Department: PPS Mutual

Reporting Line: Team Manager: PPS Operations

Location: Johannesburg, Parktown

Purpose of the Job:

A professional service agent role, reporting into the Team Manager PPS Operations. Accountable for providing a professional service to PPS members and associated parties via an inbound contact centre model. This role works strictly on a shift work basis including nightshift work; these roles are on a fixed term contract basis.

Main duties and responsibilities:

• Providing professional service to PPS members and associated parties on the phone in a contact centre; this will include working across all areas in Servicing and Administration with the ability to process in all facets of the department and resolve queries from start to end. The incumbent will be upskilled and take ownership of their responsibilities within their probation period of 3 months
• Making decisions within their mandate and executing a higher quality of service combined with increased quantity as per the performance contract
• Identifying process and procedure improvements and making recommendations to streamline and simplify processes
• Adhering to policies and procedures related to service delivery in Operations and between other areas
• Escalating systems failures to the appropriate support team in order for the team to stay productive
• Agreeing duties with team members in order to achieve operational targets including prioritisation and work schedules

Formal Qualifications:

• Matric (Grade 12)
• A 3 year tertiary qualification (Degree/BTech/National Diploma) with relevance business orientation

Experience and Knowledge:

• 2 years’ experience in an administrative and business coordinating role
• Intermediate knowledge of the Life Assurance or Financial Services industry

Computer Literacy:

• Effective use of MS Office applications (Outlook, Visio, Word, Excel, PowerPoint, Projects)

Interpersonal and Intrapersonal Skills:

• Able to excel in a pressurised environment and be a quick thinker that applies logic in decision making
• Excellent conflict resolution skills to deal with both irate and complimentary members/intermediaries
• Customer centric, displaying a positive and professional image of PPS by building and maintaining relationships
• Excellent verbal and written communication skills in English; a good command of the English Language
• A being reliable and trustworthy team player
• Good decision-making skills
• Be proactive and have an ability to solve problems
• Have the ability to present product and process information to members/staff on a proactive basis, demonstrating a high level of understanding of the business
• Take ownership of service level standards and ensure they are reached consistently
• Have good telephone etiquette
• Display a strategic level of thinking ability

Preference will be given to Employment Equity candidates

You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and the yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.

Please click here to view and apply for vacancies at PPS.

​Position: Professional Service Agent (2C)                                                                                       

Closing Date: 30 September 2021

Department: PPS Mutual

Reporting Line: Team Manager: PPS Operations

Location: Johannesburg, Parktown

Purpose of the Job:

A professional service agent role, reporting into the Team Manager: PPS Operations. Accountable for providing a professional service to PPS members and associated parties via an inbound contact centre model. This role works strictly on a shift work basis including nightshift work.

Main duties and responsibilities:

• Providing professional service to PPS members and associated parties on the phone in a contact centre; this will include working across all areas in Servicing and Administration with the ability to process in all facets of the department and resolve queries from start to end. The incumbent will be upskilled and take ownership of their responsibilities within their probation period of 3 months
• Making decisions within their mandate and executing a higher quality of service combined with increased quantity as per the performance contract
• Identifying process and procedure improvements and making recommendations to streamline and simplify processes
• Adhering to policies and procedures related to service delivery in Operations and between other areas
• Escalating systems failures to the appropriate support team in order for the team to stay productive
• Agreeing duties with team members in order to achieve operational targets including prioritisation and work schedules

Formal Qualifications:

• Matric (Grade 12)
• A 3-year tertiary qualification (Degree/BTech/National Diploma) with relevance business orientation

Experience and Knowledge:

• 2 years’ experience in an administrative and business coordinating role
• Intermediate knowledge of the Life Assurance or Financial Services industry

Computer Literacy:

• Effective use of MS Office applications (Outlook, Visio, Word, Excel, PowerPoint, Projects)

Interpersonal and Intrapersonal Skills:

• Able to excel in a pressurised environment and be a quick thinker that applies logic in decision-making
• Excellent conflict resolution skills to deal with both irate and complimentary members/intermediaries
• Customer centric, displaying a positive and professional image of PPS by building and maintaining relationships
• Excellent verbal and written communication skills in English; a good command of the English Language
• A reliable and trustworthy team player
• Good decision-making skills
• Be proactive and have an ability to solve problems
• Have the ability to present product and process information to members/staff on a proactive basis, demonstrating a high level of understanding of the business
• Take ownership of service level standards and ensure they are reached consistently
• Have good telephone etiquette
• Display a strategic level of thinking ability

Preference will be given to Employment Equity candidates

You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and the yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.

Please click here to view and apply for vacancies at PPS.

​Position: Financial Advisors (3D)                                                                                              

Closing Date: 30 September 2021

Business Unit: Advisory Services and Enablement

Reporting Line: Regional Manager

Location: Pretoria

Purpose of the Job:

An exciting career opportunity has become available for a Financial Advisor in the PPS Financial Advisory department. The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs. The individual must have a valid driver’s license and their own reliable vehicle. The role is based in Pretoria.

Main duties and responsibilities:

• Providing suitable advice to best fit the needs and requirements of professionals
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
• Meeting clients to understand their financial objectives
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a professional network and suitable business within the professional market

Formal Qualifications:

• Matric (Grade 12)
• Relevant commercial/financial tertiary qualification (NQF 7)
• RE 5
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous
• Successful completion of supervisory process

Experience and Knowledge:

• 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
• Knowledge and understanding of the dynamics of the professional client market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements

Computer Literacy:

• Proficient in MS Office
• Experience using a CRM system preferable
• Experience using financial planning software

Interpersonal and Intrapersonal Skills:

• Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
• A passion for the financial planning environment
• Relationship management and networking skills
• Able to plan and manage time effectively
• Analytical and numerical skills with the ability to analyse and interpret statistical information
• Impeccable work ethic
• Able to work independently
• Strong communication
• High attention to detail
• Team-orientated
• Self-motivated and highly driven
• Strong presentation skills
• Resilience and Tenacity
• Emotional Intelligence

Preference will be given to Employment Equity candidates

You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and the yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.

Please click here to view and apply for vacancies at PPS.

​Position: Life Specialist (3D)                                                                                                          Thapelo Masia                            

Closing Date: 30 September 2021

Department: Life Broker Services

Reporting Line: LBS Regional Sales Manager

Location: Pietermaritzburg

Purpose of the Job:

PPS Life Broker Services has an opportunity for a service-driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The LBS Life Specialist must work with and through others to build and maintain relationships, working closely and accurately within established guidelines is essential in this role. The LBS Life Specialist must be aware of and responsive to the needs and concerns of customers.

Main duties and responsibilities:

• Supporting and servicing 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
• Planning, organising and controlling liaisons with intermediaries, their managers
• Ensuring continuous improvement of service standards to clients.
• Ensuring alignment to Treating Customers Fairly (TCF), in all business practices

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
• South African drivers licence and must have own transport

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

Preference will be given to Employment Equity candidates

You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and the yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.

Please click here to view and apply for vacancies at PPS.

Position: Graduate Advisor (3A)                                                                                                   

Closing Date: 30 September 2021

Division: Graduate Division

Reporting Line: Graduate Sales Manager

Location: Cape Town North (Belville)

Purpose of the Job:

This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry. The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well-established platform. Because this period is recognised as the building period, the intern will have to be target-orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.

The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base.  The successful candidate must have their own vehicle and driver’s license.

Main duties and responsibilities:

• Have a very focused approach towards becoming a professional Financial Planner
• Hosting financial workshops for students and young professionals
• Educating existing clients on sound financial principles
• Guiding students and young professionals to make the correct financial choices from the start
• Liaising with a PPS Marketing Specialist on all marketing activities and workshops on campus
• Making appointments with existing PPS student members to discuss the PPS student product range and benefits 
• Building a client base by selling the PPS student product range to PPS student members
• Adhering to the regulatory and compliance process of the financial industry
• Staying up to date and excelling in terms of qualifications and knowledge of the financial industry
• Must be willing to be mentored and trained by experienced managers in this newly developed model

Formal Qualifications:

• Matric (Grade 12)
• A relevant B degree or equivalent qualification
• CFP would be advantageous
• South African driver’s licence and must have own transport

Experience and Knowledge:

• Insurance industry related knowledge and experience would be advantageous
• Knowledge of the PPS product range and PPS membership would be an advantage

Computer Literacy:

• Computer Literate (MS Office Package) 

Interpersonal and Intrapersonal Skills:

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

Preference will be given to Employment Equity candidates

Please click here to view and apply for vacancies at PPS.

Position: Graduate Advisor (3A)                                                                                                   

Closing Date: 30 September 2021

Division: Graduate Division

Reporting Line: Graduate Sales Manager

Location: Centurion

Purpose of the Job:

This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry. The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well-established platform. Because this period is recognised as the building period, the intern will have to be target-orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.

The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base. The successful candidate must have their own vehicle and driver’s license.

Main duties and responsibilities:

• Have a very focused approach towards becoming a professional Financial Planner
• Hosting financial workshops for students and young professionals
• Educating existing clients on sound financial principles
• Guiding students and young professionals to make the correct financial choices from the start
• Liaising with a PPS Marketing Specialist on all marketing activities and workshops on campus
• Making appointments with existing PPS student members to discuss the PPS student product range and benefits 
• Building a client base by selling the PPS student product range to PPS student members
• Adhering to the regulatory and compliance process of the financial industry
• Staying up to date and excelling in terms of qualifications and knowledge of the financial industry
• Must be willing to be mentored and trained by experienced managers in this newly developed model

Formal Qualifications:

• Matric (Grade 12)
• A relevant B degree or equivalent qualification
• CFP would be advantageous
• South African driver’s licence and must have own transport

Experience and Knowledge:

• Insurance industry related knowledge and experience would be advantageous
• Knowledge of the PPS product range and PPS membership would be an advantage

Computer Literacy:

• Computer Literate (MS Office Package) 

Interpersonal and Intrapersonal Skills:

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

Preference will be given to Employment Equity candidates

Please click here to view and apply for vacancies at PPS.

​Position: Operations Team Manager: PPS Mutual (4A)                                                                 

Closing Date: 30 September 2021

Department: PPS Mutual

Reporting Line: Senior Operations Manager: PPS Mutual

Location: Johannesburg, Parktown

Purpose of the Job:

A leadership role reporting to the Head of Operations and Systems in the PPS Mutual area. The main focus of the Operations Team Manager role is driving and maintaining the team’s performance by leading from the front and managing performance in line with published business processes, quality standards, staff development and ensuring the business targets and KPI’s are reached with a key focus in delivering exceptional customer service.

This role requires an individual who is highly focused, energetic, responsible and willing to work non-standard business hours, which will entail shift work, and required to have own transport.

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
• Acting as a frontline brand manager for customer interactions and proactively influencing customer perception and experience
• Cultivating a performance-driven team, collaborating with support- and other operational teams
• Implementing and managing effective systems and practices to ensure the achievement of operational productivity and monthly/annual targets
• Continuously analyse and interpret data to identify optimisation opportunities, gaps and risks
• Ensuring compliance to all policy, procedure, regulatory and legal elements of the organisation
• Ensuring the team has the knowledge and skills to answer customers’ queries quickly and effectively
• Ensuring that the team is adequately skilled and trained to execute on published processes
• Responsible for active resource balancing using resources efficiently and cost-effectively based on demand

Formal Qualifications:

• Matric (Grade 12)
• Post Matric qualification in business related studies or equivalent
• Bachelor’s Degree in business related studies or equivalent an advantage
• South African driver’s licence and must have own transport

Experience and Knowledge:

• 3 to 4 years’ service and administration experience
• 1 to3 years’ Team Leader experience will be an advantage
• 3+ years industry experience will be an advantage
• Coaching skills
• Proven track record in establishment new networks and collaborative relationships

Strategic Orientation:

• Knowledge and understanding of the PPS vision, strategy and products.
• Ability to organise activities/functions to form a bigger picture

Communication:

• Articulate and communicates in a logical way and structures information to meet the needs and understanding of intended stakeholders
• Expresses opinions, information and key points of view clearly and assertively
• Anticipates and responds appropriately to the needs, reactions and feedback of team members
• Transparency in ensuring that key business capabilities are highlighted with a solution orientation approach

Computer Literacy:

• Adaptable and proficient in the use of the latest MS Office Package (e.g. MS Excel, PowerPoint, Word, etc)

Interpersonal and Intrapersonal Skills: 

• Able to coach, lead and influence
• Problem-solving - The Team Manager solves customer issues, sometimes without seeing the actual problem first-hand
• Able to manage multiple activities, working under pressure to meet deadlines, adapting quickly to changing priorities
• Able to work in a self-directed and motivated way in a fast-paced environment
• Sense of urgency and highly accountable
• Conflict resolution skills
• Excellent relationship building skills
• Attention to detail and high levels of accuracy
• Highly organised
• Energetic and enthusiastic
• Team player

 Preference will be given to Employment Equity candidates

You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and the yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.

Please click here to view and apply for vacancies at PPS.

​Position: Management Accountant: PPS Mutual(4S1)                                                             

Closing Date: 30 September 2021

Department: Life Operations PP Mutual

Reporting Line: Operational Accounts Manager

Location: Johannesburg, Parktown

Purpose of the Job:

This role reports to the Team Manager: Operational Accounts. The Management Accountant (PPS Mutual) will be focused on gathering and analysing financial information. Duties include management reporting (including day to day reviewing); month end reconciliations and processing. The role is for both PPS South Africa and PPS Mutual.

Main duties and responsibilities:

Management reporting:

• Preparing monthly management accounts
• Assisting with the year-end requirements and audit queries
• Gathering and analysing financial information for internal use
• Advising on problems and suggesting improvements

Month end reconciliations:

• Preparing month end journals
• Preparing general ledger reconciliations
• Assuming responsibility of accounting procedures

Processing:

• Assisting with daily collection files as and when requested
• Preparing and managing weekly super annualised rollover file
• Responding to queries and investigations
• Adherence to process control and service levels agreements
• Strict control and adherence to the credit control process
• Billing analysis and corrections
• Authorisation of claim payments and fees
• Monitoring PPS Mutual mailboxes for credit control

Solutions for technically, complex matters:

• Acting as the go-to person for technically complex matters in the operational finance environment
• Identifying opportunities for system enhancements
• Creating efficient processes and managing 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

Project Management:

• Performing other financial reporting tasks and projects as identified

Education:

• Matric (Grade 12)
• Bachelor's degree in finance or accounting is required
• B. Com Honours is preferred

Experience:

• 3 years’ proven experience as Management Accountant or Accounting Supervisor or similar role
• 4 to 5 years’ experience within a Financial Services environment; experience in the Insurance industry advantageous
• Strong reconciliation experience is required
• Experience in the use of Microsoft Office applications (Word and Excel etc)
• Proficient in MS Office - Advanced Excel

Knowledge and Skills:

• General knowledge of insurance legislation/rules advantage
• Exposure to dealing with members, brokers and advisors advantageous
• 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 mathematical aptitude
• 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 utilise 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

Preference will be given to Employment Equity candidates

You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and the yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.

Please click here to view and apply for vacancies at PPS.