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: Technical Claims Specialist (3A)                                                                                      

Closing Date: 31 August 2021

Business Unit: PPS Mutual

Reporting Line: Senior Manager: Operations

Location: Johannesburg

 

Purpose of the Job:

The Claims Technical Specialist role will be responsible for the Claims Administration function as well as supporting the Technical Specialist with the managing of deviations of a technical nature that impact service delivery. This role works strictly on a shift work basis, including nightshift work.

 

Main duties and responsibilities:

Claims Administration (main responsibility):

  • Send claim forms and initial claim requirements
  • Sending email responses to members and advisors
  • Following up on outstanding requirements
  • Creating the claim pack and consolidating claim information for NobleOak Claim Assessors
  • Liaising with NobleOak regarding claim enquiries from members and advisors
  • Following up with NobleOak regarding the progress of the claim(s)
  • Managing/working on the following workflows; CL – Administration, CL – Assessment and CL – Ongoing
  • Starting relevant workflows e.g. if benefits have to be cancelled, starting a cancellation workflow. If the payee banking details have to be authorized, starting an AL – Update Payment Details workflow

 

Technical Support Responsibilities:

  • Participation in user acceptance testing [depending on the shift]
  • Post-production testing to be completed after each release and sign off provided based on the shift. This will only be required if the Claims Technical Specialist is on the late shift
  • Post implementation support
  • Continuously improving the quality of service delivery through identification of issues on Tier 1 systems that prohibit delivering the expected service
  • Ensure that the Fresh Service tickets, and Technical Support mailbox are attended, providing the relevant guidance to the Operations team within the agreed service level agreement (SLA)
  • Starting and attending to the correct Manual Solution workflows, with the documentation attached within agreed SLA. This process includes the Red Flags on Hidden Plans on InTouch
  • Reducing manual interventions

 

Formal Qualifications:

  • Matric (Grade 12)
  • Post Matric qualification or on this path (compulsory)

 

Experience and Knowledge:

  • Minimum 2 years’ experience in Operations
  • Able to claims communication, administration and follow ups
  • Knowledge of the Insurance or Financial Services industry
  • Proficient in the MS Office suite
  • Knowledge of PPS Mutual products relating to claims administration

 

Computer Literacy:

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

 

Behavioural Competencies:

  • Excellent communication skills, verbal and writing for claims administration
  • Commitment to excellent customer service and experience supporting NobleOak and PPS Mutual Head of Claims and Underwriting through relevant claims administration
  • Continuously improve processes to deliver a better service and improve quality, this include processes on manual interventions

 

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: 31 August 2021

Business Unit: Graduate Division

Reporting Line: Graduate Sales Manager

Location: Cape Town South

 

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: Virtual Wealth Manager (Fixed Term contract for 12 months) (3D)                     

Closing Date: 31 August 2021

Business Unit: Advisory Services and Enablement

Reporting Line: Regional General Manager

Location: Johannesburg, Cape Town and Durban 

 

Purpose of the Job:

 

The Virtual Wealth Manager serves as a point contact (phone, email, SMS, WhatsApp, Skype, Ms Teams, web chat) for the clients. The key purpose of this role is to provide professional financial services to a client or a member virtually. The successful candidate will be responsible for servicing, sourcing, retaining and growing a membership and client base of eligible professionals by implementing PPS financial solutions in line with the clients’ needs. The incumbent must be digitally astute and should ensure that client journey mapping is aligned to the needs of clients and members.

The member base forms part of the Wealth Advisory channel and will be served, maintained and assisted with new and additional needs by the Virtual Wealth Manager.

Main duties and responsibilities:

  • Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools virtually
  • Providing suitable review and new solution advice to best fit the needs and requirements of professionals virtually
  • Managing, maintaining and building new and existing client relationships virtually
  • Meeting clients virtually to understand their financial objectives
  • Virtually explain complex information relating to Financial Advisory in a clear and effortless way
  • Providing solutions and products over the telephone in a hybrid mode, i.e. inbound and outbound, while educating and guiding our clients regarding services and products offered
  • Maximising each inbound and outbound call received by attempting to upsell or cross sell
  • Achieving review targets, sales targets and objectives
  • Fulfilling service and sales requirements via virtual platforms (calls, video calls, etc)
  • Managing inbound and outbound calls, online and virtual queries and requests from customers seeking advice on their Insurance needs
  • Managing, reviewing and approving all clients’ activity
  • Meeting the review Service Level Agreement (SLA) needs of the member base
  • Build a professional network and suitable business within the professional market in a virtual environment
  • Adhering to compliance, operational procedures and practice management standards to minimise business risk 
  • Staying abreast of product information, performance and industry changes
  • Adapting and changing to fit in with changing business operational requirements 

 

Education:

  • Matric (Grade 12)
  • Relevant commercial/financial tertiary qualification (NQF 6)
  • RE5
  • Completion of supervisory process
  • Commercial insurance related qualification advantageous
  • Post Graduate Diploma in Financial Planning or studying towards this qualification will be advantageous
  • CFP advantageous

 

Experience:

  • 2 years' experience in the Financial Services industry in a Sales and Service role within the Long Term and/or Investments spaces
  • Previous experience in client services or call centre environment advantageous
  • Experience and track record in high-performance member experience, sales and service environments
  • Experience using digital financial planning tools (Avalon, X-plan, Asset Map) - advantageous
  • Experience using Video conferencing tools (MS teams, Skype for business, WhatsApp) – advantageous

 

Knowledge and Skills:

  • Knowledge of and experience using Microsoft CRM Dynamics
  • Knowledge and understanding of financial planning through meaningful client engagements
  • Good understanding of the SLA in a contact centre space

 

Computer Literacy:

  • Good computer skills in Microsoft Word, PowerPoint and Excel essential
  • MS Office package, particularly Internet, Outlook and Excel, Microsoft CRM Dynamics
  • Exposure to tools such as (Digital Signature software, video software, support software, Outlook, Excel and Snipping Tools will be advantageous

 

Competencies:

  • Excellent written and verbal communication skills
  • Effective and concise communication with clients - must be comfortable speaking on the phone and in video demonstrations
  • Display professionalism
  • Able to build and maintain relationships
  • Able to understand and warm up clients through technology and innovation
  • Multi-tasking and time-management skills, with the ability to prioritise tasks appropriately
  • Able to work under pressure in a fast-paced, high-pressure environment
  • Able to adapt quickly to changing requirements or environments
  • Highly organised and detail oriented

 

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.
Join Login