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: Senior Underwriter X2 (3E)                                                                                         

Closing Date: 31 March 2021

Department: Underwriting

Reporting Line: Executive Underwriter

Location: Johannesburg, Parktown

 

Purpose of the Job:

This role reports to the Executive Underwriter. The Senior Life Underwriter is responsible for underwriting life, disability, critical illness, sickness and permanent incapacity cover within the agreed underwriting authority limits.

The incumbent will deal with technical and complex underwriting queries and/or complaints, providing an excellent service offering. A close relationship with Research & Development to support interdepartmental and wider organisational goals.

 

Main duties and responsibilities:

Process optimisation and efficiencies:

  • Responsible for underwriting Life, Disability, Critical Illness, Sickness and Permanent Incapacity cover within agreed underwriting authority limits
  • Underwriting cases within the agreed service level agreements (SLAs); candidate must be willing to work under pressure and within agreed service levels
  • Responsible for achieving and maintaining standards in underwriting Life
  • Conducting regular audits on the Underwriting department, ensuring standards are maintained
  • Providing constructive feedback to the Underwriting Manager/Underwriter regarding matters arising
  • Assessing and authorising specific underwriting cases
  • Responsible for financial underwriting to ensure accurate financial underwriting decisions
  • Participating in projects to improve departmental service - owning their role in the project and completing tasks as required by providing input
  • Dealing with Arbitration and Ombudsman cases, collaborating with other stakeholder during the complaints process

 

Risk and Compliance:

  • Adhering to internal SLAs to ensure operational efficiency and achievement of agreed customer service standards
  • Proficient in the assessment and management of underwriting decisions
  • Must understand the underwriting environment and general protocols and processes
  • Ensuring adherence to regulatory and compliance requirements

 

People and Culture:

  • Checking and authorising underwriting decisions in terms of published delegation of authority.
  • Contributing to and assisting with the review processes and protocols where required to assist in PPS’ delivery of quality underwriting decisions
  • Forging strong working relationships with stakeholders
  • Collaborating with relevant stakeholders: Research & Development, Member Services and Intermediary Services

 

Knowledge Champion

  • Providing technical information and support
  • Providing guidance and support to junior underwriters
  • Empowering team members with the transfer of knowledge, acting as the Underwriting team subject matter expert (SME)
  • Ensuring that they are keeping abreast of industry & regulatory information and changes through various internal and external information sources

 

Education: 

  • Matric (Grade 12)
  • Medical Degree or equivalent

 

Experience:

  • 6+ years underwriting experience in Long Term Insurance
  • 4-5 years Insurance industry experience

 

Knowledge and Skills:

  • Sound Medical & Life Assurance knowledge
  • Good computer knowledge - MS Outlook, Excel and Word are necessary

 

Competencies:

  • Must have a mature, disciplined and driven personality
  • Must use underwriting initiative and discretion in decision making
  • Able to work independently
  • Building and maintaining relationships; be a good team-player with excellent interpersonal skills
  • Deadline/target driven, with ability to work under pressure
  • Logical and analytical
  • Have a skill set that includes fluent levels of communication in English (both written and verbal, with business writing skills up to senior and executive level)
  • Strong negotiation skills and numerical skills
  • Planning and organizing
  • Attention to detail
  • Client centricity
  • Resilience

 

Preference will be given to Employment Equity candidates

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

Western Cape

Position: Life Specialist (3D)                                                                                                         

Closing Date: 31 March 2021

Department: Life Broker Services

Reporting Line: LBS Regional Sales Manager

Location: Cape Town North

 

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:

  • Grade 12 (Matric) 
  • A three year or higher Bachelor’s degree or National Diploma
  • South African drivers licence and must have own transport
  • A completed NQF 5 – Wealth Management or RFP 3 would be advantageous

 

Experience and Knowledge:

  • At least 2 years’ experience in the Financial Services or Life Assurance industry in a sales and/or service-related role
  • Intermediate knowledge of the Life Assurance or Financial Services Industry
  • Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential

 

Computer Literacy:

  • MS Office package, particularly Internet, Outlook and Excel

 

Interpersonal and Intrapersonal Skills:

  • Relating to Customers                   
  • Communicating in writing             
  • Communicating Orally                   
  • Quality Orientated                       
  • Reliable                                         
  • Customer Focused
  • Resilient
  • Results-driven

 

Preference will be given to Employment Equity candidates

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

Gauteng

Position: Payroll Administrator (3A)                                                                                           

Closing Date: 31 March 2021

Division: Group Finance

Reporting Line: Team Manager: Group Finance

Location: Johannesburg, Parktown

 

Purpose of the Job: 

PPS Insurance Company is looking for a person who can function as a Junior Payroll Administrator and successfully meet the required deadlines.

 

Main duties and responsibilities: 

  • Processing of PPS Marketing, PPS Namibia, PPS Life Advisory Fixed and PI payrolls
  • Distribution of payslips for above companies
  • 3rd party payments and schedules for the above-mentioned companies
  • Loading of temps weekly
  • All payroll-related administration for the above-mentioned companies
  • Assistance with the EMP201 process
  • Daily query resolution for the above-mentioned companies including password requests
  • Administration of IT88 process
  • Administration of the Workman’s’ Compensation
  • Ongoing administration of income tax requests on EasyFile
  • Assistance with the year-end and budget tasks

 

Formal Qualifications: 

  • Matric (Grade 12)
  • Studying towards an accounting related degree or a diploma – advantageous

 

Experience and Knowledge:

  • Accounting knowledge
  • Strong Excel and MS knowledge
  • Accsys experience advantageous

 

Computer Literacy:

  • Computer Literate (MS Office Package) 

 

Interpersonal and Intrapersonal Skills:

  • Good interpersonal skillset
  • Good communication skill
  • High attention to detail
  • Self-starter and high integrity levels due to confidential information administered

Preference will be given to Employment Equity candidates

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

Gauteng

Position: Graduate Advisor (3A)                                                                                                   

Closing Date: 31 March 2021

Division: Graduate Division

Reporting Line: Graduate Sales Manager

Location:  Johannesburg West

 

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.

Main duties and responsibilities: 

  • Have a very focused approach towards becoming a professional Financial Planner
  • Building a client base by selling the PPS student product range to PPS student members
  • Hosting financial workshops for students and young professionals
  • Educate existing clients on sound financial principles
  • Must be willing to be mentored and trained by experienced managers in this newly developed model
  • Guiding students and young professionals on making 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 
  • Adhering to the regulation and compliance process of the financial industry
  • Staying up to date and excel in terms of qualifications and knowledge of the financial industry

 

Formal Qualifications: 

  • Matric (Grade 12)
  • A relevant Bachelor’s degree or equivalent qualification
  • CFP would be advantageous

 

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 send your applications to recruitment@pps.co.za

Gauteng

Position: Contact Centre Consultant 2C)                                                                           

Closing Date: 30 March 2021

Division:  Financial Advisory and Enablement

Reporting Line: Call Centre Manager

Location: Johannesburg, Parktown

 

Purpose of the Job: 

To represent the company brand and its products in order to establish new business opportunities and generate leads.

 

Main duties and responsibilities: 

  • Building a positive and professional image of PPS at all times when dealing with clients
  • Dealing in a professional manner with both irate and complimentary members/intermediaries
  • Handling all client queries and/or complaints (telephonic/written) and resolving issues to completion in a timely manner
  • Contacting prospective clients and existing members to setup appointments
  • Recording reasons and feedback for all leads and quotes generated
  • Achieving the conversion ratio when speaking to clients and setting up appointments to successful business generated
  • Attending to sales telephone enquiries
  • Achieving the monthly sales call targets
  • Data capturing and following up on leads by providing regular feedback
  • Adhering to quality and compliance processes when taking and making calls
  • Liaising with administrator/admin support to provide best client experience 
  • Responding to all enquiries in a professional and timely manner
  • Taking ownership of service level standards and ensure they are reached consistently
  • Executing policies and procedures related to service delivery in Operations and between other areas
  • Identifying process and procedure improvements and make recommendations to streamline and simplify processes
  • Escalating systems failures to the appropriate support team for the team to stay productive

Formal Qualifications:

 

  • Matric (Grade 12)
  • RE5 advantageous
  • A call centre qualification advantageous

 

Experience and Knowledge:

  • A good command of the English Language with excellent verbal and written communication skills
  • Verbal and written command of other South African languages will be advantageous
  • Able to present product and process information to members on a proactive basis, demonstrating a high level of understanding of the business
  • Previous working experience call centre and back office processing is a clear advantage
  • Previous Outbound Sales, Retention or Collections Call Centre experience an advantage
  • Knowledge of Financial institutions (advantageous)
  • FAIS and FICA (advantageous)

 

Literacy:

  • Proficient in MS Office (Word, Excel, and Outlook) and the Internet

 

Interpersonal and Intrapersonal Skills:

  • Be a fast thinker with excellent conflict resolution skills
  • Conscientiousness
  • Control
  • Creativity
  • Can-do attitude
  • Collaboration
  • Craving for success

Preference will be given to Employment Equity candidates

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

 

 

 

 

 

Gauteng

Position: Financial Advisors (3D)                                                                                              

Closing Date: 30 March 2021

Business Unit: Advisory Services and Enablement

Reporting Line: Regional Manager

Location: Johannesburg, Cape Town and Durban

 

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 clients’ needs. The individual must have a valid driver’s license and their own reliable vehicle. The role is based in Johannesburg.

 

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
  • 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

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

Gauteng

Position:  Manager: Client Relations Management (4B)                                                         

Closing Date: 19 March 2021

Business Unit: Member Services

Reporting Line: Head: Client Services

Location: Johannesburg, Parktown

 

Purpose of the Job: 

A leadership role in the Life Operations team reporting to the Head Client Services.  The successful incumbent will ensure that a high level of client service is provided to the clients and financial intermediaries that interact with PPS. The Client Relationship Manager team will be responsible for all complaints in the form of written and telephonic interactions and other omni channels.  

This role is also responsible for service delivery and maximising the client experience through client engagement. The incumbent’s team would deal with technical and complex client queries and complaints and exception reporting. Providing an excellent service offering, ensuring resolution whilst strengthening and maintaining relationships between clients/intermediaries and the company, is a key part of the role.

 

Main duties and responsibilities: 

Service Delivery:

  • Providing services to clients /intermediaries/PPS Insurance distribution channels and the broader distribution force relating to and within the Financial Services environment
  • Handling all client queries and/or complaints (telephonic/written/social media) and resolving issues to completion in a timely manner
  • Applying technical knowledge and understanding to secure an end to end finalisation of client requests
  • Working across organisational boundaries to obtain outstanding information and clarify instructions received to improve client experience
  • Evaluating problems regarding service issues and enquiries to determine their importance and urgency
  • Performing investigations where necessary to facilitate problem resolution timeously
  • Responsible for ensuring that service excellence to clients /intermediaries remains within best business practice and standards
  • Responsible for managing reputational risk and ensuring compliance with regulatory requirements, procedures and service standards
  • Technical understanding of all PPS offerings and the ability to apply that understanding to daily outputs
  • Promotion of PPS’s technology offering
  • Remaining up to date and informed on legislative and industry changes
  • Responding to all enquiries in a professional and timely manner
  • Liaising with Operations Support to provide the best client experience
  • Benchmarking our standards and performance against the industry
  • Working with team to support the learning objectives of the respective departments; to identify and support training interventions and fill learning gaps

 

Relationship building and communication:

  • Collaborating effectively across business units to achieve business results
  • Taking up and resolving administrative and service issues that hinder good service delivery
  • Building and maintaining relationships with internal and external clients and stakeholders
  • Building and promoting strong, long-lasting customer relationships by partnering with them and understanding their needs

 

Reporting and investigating:

  • Daily and monthly reporting
  • Analysis and resolution of all exception reporting
  • Causal and trend analysis
  • Verifying the accuracy of reconciliations received from the Administrator Partner as well as preparing reconciliations on their own
  • Conducting forums to give feedback on trends
  • Identifying efficiencies, recommend changes and enhancements, drive implementation and monitor success thereof

 

People management:

  • Owning recruiting, objectives setting, coaching and performance monitoring of the Client Relations Management team
  • Accountable for training and developing staff
  • Monitoring and managing work outputs
  • Monitoring the relevant queue and allocate sufficient resources
  • Increasing productivity of the team through innovative motivation methodology

 

Education: 

  • Matric (Grade 12)
  • Bachelor's degree in Sales, Marketing or a related field: Business Management/Economics/Investments or similar

 

Experience:

  • A minimum of 3 years' management experience
  • A minimum of 2 years’ experience in the Financial services Industry
  • 5 years plus of working experience in a similar environment
  • Successful previous experience as in a Client Services environment within Financial Services
  • Strong business sense and industry expertise

 

Knowledge and Skills:

  • Knowledge of the Financial Services industry
  • Knowledge on FICA/FAIS legislation requirements and Treating Customers Fairly (TCF) outcomes
  • Knowledge and experience in client services/contact centre environments
  • Systems knowledge on MS Office
  • In-depth knowledge of Sales and Marketing software
  • Able to remain calm and professional in stressful situations
  • Advanced communication and interpersonal skills
  • Excellent customer service skills
  • Strong conflict resolution skills
  • Excellent mentoring, coaching and people management skills

 

Competencies:

  • Client centricity
  • Communication skills (written and verbal)
  • Building and maintaining relationships
  • Planning and organising
  • Team success
  • Results-driven
  • Business acumen
  • Analytical thinking

 

Preference will be given to Employment Equity candidates

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

Position: Team Manager: Member Services (4A)                                                               

Closing Date: 19 March 2021

Business Unit: Member Services

Reporting Line: Head: Client Services

Location: Johannesburg, Parktown

 

Purpose of the Job: 

A management role, reporting to the Head: Client Services. Accountable for call centre’s day-to-day activities, including conducting effective resource planning to maximize the productivity of resources (people, technology etc.) and collecting and analysing call-centre statistics. The successful incumbent will enable the Operations team to deliver the best experience to clients, focusing on change management and innovation in the Servicing area.

 

Main duties and responsibilities: 

People Management:

  • Providing team leadership (setting individual objectives, managing performance, developing and motivating staff, provision of formal and informal feedback and appraisal) in order to ensure that the highest level of performance is achieved.
  • Creating a healthy and enabling organisational culture and climate, so that all employees are able to perform to their full potential and maximise overall business performance
  • Creating an environment where people are encouraged to take ownership and use their initiative to find the best way of implementing plans
  • Conducting effective resource planning to maximise the productivity of resources (people, technology etc.)
  • Hiring, coaching and providing training to personnel to maintain high customer service standards

Process optimisation and efficiencies (client experience):

  • Designing, managing and tracking client experience metrics
  • Ensuring that elevated levels of customer experience through our member journey
  • Managing the customer interface and proactively influence customer perception and experience
  • Commitment to continuously improvement of service level agreements (SLAs) and quality of service delivery via all customer facing interfaces
  • Quality assurance and promoting first call resolution via all customer facing interfaces
  • Driving projects to improve and maintain data quality and initiatives to promote self-service
  • Budgeting – communications and improvement on total cost of ownership without compromising on SLAs and quality
  • Developing objectives for the call centre’s day-to-day activities
  • Monitoring and improving ordering, telephone handling and other procedures
  • Evaluating performance with key metrics (accuracy, call-waiting time etc.)

 

Stakeholder Management:

  • Cultivating a performance driven team collaborating with support- and other operational teams
  • Management of all member communications for relevance, accurateness and completeness
  • Building and maintaining relationships with internal and external clients and stakeholders
  • Collaborating effectively with peers to achieve business results
  • Taking up and resolving administrative and service issues that hinder good relations and issuing of business

Risk and Compliance (Reporting):

  • Attending to compliance and auditing requirements
  • Compiling monthly departmental reports to expose operational opportunities and risk management in the call centre
  • Identifying trends in customer request and complaints and training  the team and bigger Life Operations team on consequences thereof. Collecting and analysing call centre statistics (sales rates, costs, customer service metrics etc.)
  • Preparing reports for different departments and/or upper management
  • Reporting on automation: building and maintaining the Operational dashboard; automating reports for ease of access, and developing real time reporting

 

Education: 

  • Matric (Grade 12)
  • Bachelor's degree in Business Administration or a related field

 

Experience:

  • Minimum of 3 to 5 years management experience
  • 5+ years of proven experience as Call Centre Manager or similar position
  • Experience in customer service is required
  • Experience in working in the Insurance or Banking environment

 

Knowledge and Skills:

  • Strong communication skills (written & verbal)
  • Strong networking and relationship building (Internal & external)
  • Service driven, with a focus on accuracy and quality of information delivered within service levels
  • Strong attention to detail
  • A strong work ethic and a drive to exceed expectations
  • Strong analytic and problem-solving skills
  • Adaptability to different stakeholders, audiences, and environments

 

Competencies:

  • People Management
  • Adapting and responding to change
  • Commercial Acumen
  • Persuading and Influencing
  • Deciding and Initiating Action
  • Collaboration

Preference will be given to Employment Equity candidates

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

Gauteng

Position: Senior PI Assessor (3E)                                                                                                  

Closing Date: 19 March 2021

Business Unit: Claims; Life Operations

Reporting Line: Team Manager – Claims

Location: Johannesburg, Parktown

 

Purpose of the Job: 

This role reports to the Team Manager Claims and is responsible for the assessment and management of long-term sickness, permanent incapacity and disability claims. The role will transfer specialist claims knowledge, in-depth process knowledge and client-centric principles. The incumbent will deal with technical and complex claims queries and/or complaints, providing an excellent service offering. This role will need to build a close relationship with Research & Development to support inter-departmental and wider organisational goals.

 

Main duties and responsibilities: 

Process optimisation and efficiencies

  • Assessing and managing long-term sickness, permanent incapacity and disability claims
  • Checking the technical aspects of the claim, inclusive of potential non-disclosures and exclusions
  • Reviewing all medical information on file, analysing and synopsizing the information at hand
  • Deciding on referrals to an independent specialist
  • Receive independent specialist reports and analysing and synopsising the report in context of the claim and PPS Provider Policy
  • Presenting the claims at Medical Officers Committee for assessment
  • Keeping accurate records of all claims assessed in accordance with departmental procedures.
  • Preparing detailed referral letters to independent specialists and detailed decision letters for members
  • Corresponding with clients regarding claims outcomes and requirements for future claims in order to manage claims
  • Determining and recording additional required information
  • Conducting member visits or member meetings when required
  • Managing long-term claims by facilitating potential rehabilitation and return-to-work programmes with appointed specialists
  • Dealing with first line telephonic and email queries by members and brokers
  • Dealing with Arbitration and Ombudsman cases, collaborating with other stakeholders during the complaints process
  • Participating in projects to improve departmental service, owning his/her role in the project and completing tasks as required by providing input

 

Risk and Compliance

  • Adhering to internal SLAs to ensure operational efficiency and achievement of agreed customer service standards
  • Ensuring adherence to audit requirements
  • Ensuring adherence to regulatory and compliance requirements

 

Knowledge Champion  

  • Providing technical information and support
  • Empowering team members by transferring knowledge, acting as the Operations Team subject matter expert (SME)
  • Keeping abreast of industry and regulatory information and changes through various internal and external information sources as part of his/her own self-development

 

People and Culture

  • Checking and authorising claims in terms of the published Delegation of Duthority.
  • Collaborating with relevant stakeholders: Research & Development, Legal, Operational Accounts, Non-Disclosure and Internal Control
  • Contributing to and assisting with review processes and protocols where required to assist in PPS’ delivery of quality claims decisions
  • Forging strong working relationships with stakeholders

 

Education: 

 

  • Matric (Grade 12)
  • Degree in Occupational Therapy or Physiotherapy

 

Experience:

  • 5+ years’ experience in the Insurance industry
  • 4+ years’ experience in claims assessment including income protection, lump sum disability and dread disease
  • Case Management experience is an advantage

 

Knowledge and Skills:                                    

  • Proficient in the assessment and management of claims
  • Must understand claims environment and general claims protocols and processes
  • Good computer knowledge - MS Outlook, Excel and Word are necessary

 

Competencies:

  • Logical and analytical
  • Able to communicate fluently in English, both verbally and in writing
  • Good business writing, report writing and presentation skills
  • Excellent telephone etiquette and interpersonal skills: A client centric team player who is good at building and maintaining relationships
  • Resilient, mature and disciplined individual
  • Effective time management skills; deadline/target driven and able to work independently under pressure
  • Planning and organising ability with strong attention to detail
  • Resilience

Preference will be given to Employment Equity candidates

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

Western Cape

Position: Graduate Advisor (3A)                                                                                                    

Closing Date: 19 March 2021

Division: Graduate Division

Reporting Line:  Graduate Sales Manager

Location: Stellenbosch

 

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.

Main duties and responsibilities: 

  • Have a very focused approach towards becoming a professional Financial Planner
  • Hosting financial workshops to 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 regulation and compliance process of the financial industry
  • Staying up to date and excel 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

 

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 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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