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PPS INSURANCE IS HIRING
WEALTH MANAGER KZN, GP, GARDEN ROUTE
DETAILS
Closing Date: 2024/01/21
Reference Number: PPS230623-5
Job Type: Permanent
Job Title: Wealth Manager KZN, GP, Garden Route
Business Unit: Advice and Distribution
Department: Wealth Advisory
Location – Country: South Africa
Location – Province: KwaZulu-Natal
Location – Town: City Durban, Umhlanga Ridge; Parktown, Johannesburg; Lynnwood, Tshwane; Garden Route
Job Advert Summary
The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client’s personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey. Create develop, implement and maintain customized wealth plans to nurture prosperity and security over a client’s life cycle.
The Wealth Advisory team is looking for a Wealth Manager that can produce and achieve numbers of R60million Investment Gross Flows and R500 000 Annual Premium Income (API) by year 1. Essentially, we need an experienced Wealth Manager who has built up a sizeable book where that they can move into the PPS space and, if possible, dislodge business from other Wealth management businesses and even better if can bring it over to PPS.
Minimum Requirements
Formal Qualifications
• Bachelor’s degree with relevance to Finance, Financial Planning, Investment Management
• CFP, CFA or Post-Graduate/Honours/Master in a qualification relevant to the role
• RE 5 completed
• FAIS accredited and compliant.
Knowledge
• Knowledge of financial markets and solutions
• Knowledge of Financial institutions
• Client care and practice management
• Product and technical knowledge
• FAIS and FICA.
Experience
• Minimum 5 Years as a Financial Planner/Advisor preferably within the Affluent segment
• Wealth Management experience
• Demonstrable client acquisition, retention and sales required
• Proven ability to deal with new and existing clients on an ongoing basis.
Computer Literacy
• Proficient in MS Office (Word, Excel, and Outlook) and the Internet
• Ability to use recommended planning tools and processes.
Core Competencies
• Strong relationship management, sales and business development skills
• Excellent interpersonal, verbal and written communication skills
• Well-developed analytical and problem-solving ability
• Business acumen
• Excellent understanding of the Financial Services Industry
• Technical excellence of Financial solutions, products, legislative environment and tax environment
• Holistic Financial Planning
• Leadership ability to manage members of the Pod structure
• Ethical behaviour
• Attentive to detail and accuracy
• Empathetic towards clients with sound listening skills
• Target driven and a hunter profile
• Resilience
Duties and Responsibilities
Key Responsibilities
• Build a Wealth practice of High-net worth clients with a focus on Asset Accumulation, Risk Solutions, Business Solutions, Wealth Protection and Wealth Growth
• Build and manage client relationships that result in a successful partnership
• Accountable for the portfolio of High-net worth clients
• Advice-led Wealth Management delivering FAIS/FICA and compliant reports, service and solutions always
• Deliver and provide recommendations leading to the creation and implementation of an optimal comprehensive/holistic life lone wealth management plant
• Establish and implement wealth accumulation, wealth protection and wealth management strategies that may include sophisticated and complex approaches to achieve client financial life goals.
• Collaborate and partner with clients to preserve wealth and optimize assets to income that will meet life long, lifestyle expectations
• Develop and implement wealth transfer /legacy planning that reflects the client’s needs and the needs of the family or business partnership
• Collaborate, co-ordinate and monitor a trusted team of experts to provide a fully integrated and well-rounded Wealth management service. These will include both internal and external strategic partners, vendors, providers and professional relationships
• Use advanced business marketing techniques to build a wealth management practice – target market, unique value proposition and referral-based client acquisition
• Integrate and co-ordinate PPS services and solutions to maximise the value of the member relationship
• Ensure all PPS business standards are always maintained including compliance, documentation, confidentiality, service requirements and targets
• Maintain personal development and knowledge skills
• Strictly adhere to the house views, best practice and business protocols
• Establish service levels that are appropriate to the client; transitioning inappropriate clients to Para-planner
• Deliver the agreed business targets whilst remaining compliant and meeting clients’ needs
• Customer centric and display a positive and professional image of PPS by building and maintaining relationships
• Pod management ensuring targets, quality standards, customer experience and outcomes are achieved
• Monitor and evaluate work progress of Pod members.
Preference will be given to Employment Equity candidates
The individual must have a valid driver’s license and their own reliable vehicle or access to one
The individual must have clear credit and criminal records - provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements and recent proof of payments if having an adverse record
The individual must be FAIS fit, proper and accredited
PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.
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 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.
POLICY
We are committed to Employment Equity when recruiting internally and externally. It is company policy to promote from within wherever possible. Therefore, please be aware that internal candidates will be considered first before reviewing external applicants, provided that this supports achievement of our Employment Equity goals.
PLEASE APPLY HERE
WEALTH MANAGER KZN, GP, GARDEN ROUTE
DETAILS
Closing Date: 2024/01/21
Reference Number: PPS230623-5
Job Type: Permanent
Job Title: Wealth Manager KZN, GP, Garden Route
Business Unit: Advice and Distribution
Department: Wealth Advisory
Location – Country: South Africa
Location – Province: KwaZulu-Natal
Location – Town: City Durban, Umhlanga Ridge; Parktown, Johannesburg; Lynnwood, Tshwane; Garden Route
Job Advert Summary
The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client’s personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey. Create develop, implement and maintain customized wealth plans to nurture prosperity and security over a client’s life cycle.
The Wealth Advisory team is looking for a Wealth Manager that can produce and achieve numbers of R60million Investment Gross Flows and R500 000 Annual Premium Income (API) by year 1. Essentially, we need an experienced Wealth Manager who has built up a sizeable book where that they can move into the PPS space and, if possible, dislodge business from other Wealth management businesses and even better if can bring it over to PPS.
Minimum Requirements
Formal Qualifications
• Bachelor’s degree with relevance to Finance, Financial Planning, Investment Management
• CFP, CFA or Post-Graduate/Honours/Master in a qualification relevant to the role
• RE 5 completed
• FAIS accredited and compliant.
Knowledge
• Knowledge of financial markets and solutions
• Knowledge of Financial institutions
• Client care and practice management
• Product and technical knowledge
• FAIS and FICA.
Experience
• Minimum 5 Years as a Financial Planner/Advisor preferably within the Affluent segment
• Wealth Management experience
• Demonstrable client acquisition, retention and sales required
• Proven ability to deal with new and existing clients on an ongoing basis.
Computer Literacy
• Proficient in MS Office (Word, Excel, and Outlook) and the Internet
• Ability to use recommended planning tools and processes.
Core Competencies
• Strong relationship management, sales and business development skills
• Excellent interpersonal, verbal and written communication skills
• Well-developed analytical and problem-solving ability
• Business acumen
• Excellent understanding of the Financial Services Industry
• Technical excellence of Financial solutions, products, legislative environment and tax environment
• Holistic Financial Planning
- Advanced client discovery techniques – helping client set, articulate goals;
- Discussing risk, investment objectives and constraints;
- Return and risk expectations – contingency planning & fall-back plans
- Wealth accumulation reviews – performance and evaluation
- Risk assessments and solution planning for Death, disability, income protection & dread disease
- Fiduciary planning and implementation
- Risk management & protection techniques
- Small business protection
- Establish and recommend the creation and implementation of optimal comprehensive life-long wealth management plan
- Service and review process & methodology – Client service orientation
• Leadership ability to manage members of the Pod structure
• Ethical behaviour
• Attentive to detail and accuracy
• Empathetic towards clients with sound listening skills
• Target driven and a hunter profile
• Resilience
Duties and Responsibilities
Key Responsibilities
• Build a Wealth practice of High-net worth clients with a focus on Asset Accumulation, Risk Solutions, Business Solutions, Wealth Protection and Wealth Growth
• Build and manage client relationships that result in a successful partnership
• Accountable for the portfolio of High-net worth clients
• Advice-led Wealth Management delivering FAIS/FICA and compliant reports, service and solutions always
• Deliver and provide recommendations leading to the creation and implementation of an optimal comprehensive/holistic life lone wealth management plant
• Establish and implement wealth accumulation, wealth protection and wealth management strategies that may include sophisticated and complex approaches to achieve client financial life goals.
• Collaborate and partner with clients to preserve wealth and optimize assets to income that will meet life long, lifestyle expectations
• Develop and implement wealth transfer /legacy planning that reflects the client’s needs and the needs of the family or business partnership
• Collaborate, co-ordinate and monitor a trusted team of experts to provide a fully integrated and well-rounded Wealth management service. These will include both internal and external strategic partners, vendors, providers and professional relationships
• Use advanced business marketing techniques to build a wealth management practice – target market, unique value proposition and referral-based client acquisition
• Integrate and co-ordinate PPS services and solutions to maximise the value of the member relationship
• Ensure all PPS business standards are always maintained including compliance, documentation, confidentiality, service requirements and targets
• Maintain personal development and knowledge skills
• Strictly adhere to the house views, best practice and business protocols
• Establish service levels that are appropriate to the client; transitioning inappropriate clients to Para-planner
• Deliver the agreed business targets whilst remaining compliant and meeting clients’ needs
• Customer centric and display a positive and professional image of PPS by building and maintaining relationships
• Pod management ensuring targets, quality standards, customer experience and outcomes are achieved
• Monitor and evaluate work progress of Pod members.
Preference will be given to Employment Equity candidates
The individual must have a valid driver’s license and their own reliable vehicle or access to one
The individual must have clear credit and criminal records - provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements and recent proof of payments if having an adverse record
The individual must be FAIS fit, proper and accredited
PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.
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 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.
POLICY
We are committed to Employment Equity when recruiting internally and externally. It is company policy to promote from within wherever possible. Therefore, please be aware that internal candidates will be considered first before reviewing external applicants, provided that this supports achievement of our Employment Equity goals.
PLEASE APPLY HERE
FRONT OFFICE AGENT: NAMIBIA
DETAILS
Closing Date: 2023/12/01
Reference Number: PPS231117-5
Job Type: Permanent
Job Title: Front office Agent: Namibia
Business Unit: PPS Namibia
Department: Operations
Location – Country: Namibia
Location – Province: Other
Location - Town / City: Windhoek, Namibia
Job Advert Summary
The focus of this position is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete one task at a time. Communication with others is based on knowledge of repetitive job routines and procedures gained from sufficient on the job experience. Consistent, error free work based on defined regulations and standards are key measures of job performance success. This position is designed to develop a valued technical expert who can deliver quality work on a consistent basis.
Minimum Requirements
Qualification:
Experience:
Knowledge:
Interpersonal and Intrapersonal Skills:
Duties and Responsibilities
POLICY
We are committed to Employment Equity when recruiting internally and externally. It is company policy to promote from within wherever possible. Therefore, please be aware that internal candidates will be considered first before reviewing external applicants, provided that this supports achievement of our Employment Equity goals.
PLEASE APPLY HERE
FRONT OFFICE AGENT: NAMIBIA
DETAILS
Closing Date: 2023/12/01
Reference Number: PPS231117-5
Job Type: Permanent
Job Title: Front office Agent: Namibia
Business Unit: PPS Namibia
Department: Operations
Location – Country: Namibia
Location – Province: Other
Location - Town / City: Windhoek, Namibia
Job Advert Summary
The focus of this position is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete one task at a time. Communication with others is based on knowledge of repetitive job routines and procedures gained from sufficient on the job experience. Consistent, error free work based on defined regulations and standards are key measures of job performance success. This position is designed to develop a valued technical expert who can deliver quality work on a consistent basis.
Minimum Requirements
Qualification:
- Matric
Experience:
- At least 2 years’ experience in Customer Services.
Knowledge:
- Basic knowledge of the Life Assurance or Financial Services Industry.
- Claims administration experience will be advantages.
Interpersonal and Intrapersonal Skills:
- Careful.
- Helpful.
- Conscientious.
- Consistent.
- Responsive.
- Client Service Orientation.
- Target-Driven.
Duties and Responsibilities
- Uploading, Processing and following up of the following queries:- premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, change of details, cancelations.
- Claims administration processing of letters, follow ups and finalization of processed claims.
- Checking & Capturing of instructions received via email, phone and walk-in members.
- Within 8 hours of being received.
- With a 95% accuracy level.
- Support functions include performing daily routine procedures.
- To process Aftersales Service requests.
- To communicate outstanding requirements after request has been uploaded.
- Providing administrative backing to the Consultants and directly to intermediaries.
- Take ownership of service level standards and ensure they are achieved consistently.
POLICY
We are committed to Employment Equity when recruiting internally and externally. It is company policy to promote from within wherever possible. Therefore, please be aware that internal candidates will be considered first before reviewing external applicants, provided that this supports achievement of our Employment Equity goals.
PLEASE APPLY HERE
FINANCIAL ADVISOR
DETAILS
Closing Date: 2023/12/31
Reference Number: PPS231106-1
Job Type: Permanent
Job Title: Financial Advisor
Business Unit: Advice and Distribution
Department: Financial Advisory
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Johannesburg, Parktown
Job Advert Summary
Purpose of the Job:
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.
Minimum Requirements
Formal Qualifications:
Experience and Knowledge:
Computer Literacy:
Interpersonal and Intrapersonal Skills:
Preference will be given to Employment Equity candidates
The individual must have a valid driver’s license and their own reliable vehicle or access to one
The individual must have clear credit and criminal records - provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements/recent proof of payments if adverse record
The individual must be FAIS fit, proper and accredited - obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification
PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.
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 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.
Duties and Responsibilities
Main duties and responsibilities:
POLICY
We are committed to Employment Equity when recruiting internally and externally. It is company policy to promote from within wherever possible. Therefore, please be aware that internal candidates will be considered first before reviewing external applicants, provided that this supports achievement of our Employment Equity goals.
PLEASE APPLY HERE
FINANCIAL ADVISOR
DETAILS
Closing Date: 2023/12/31
Reference Number: PPS231106-1
Job Type: Permanent
Job Title: Financial Advisor
Business Unit: Advice and Distribution
Department: Financial Advisory
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Johannesburg, Parktown
Job Advert Summary
Purpose of the Job:
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.
Minimum Requirements
Formal Qualifications:
- Matric (Grade12)
- Relevant commercial/legal/industry specific NQF6 tertiary qualification is the preferred minimum
- NQF 7 and above qualification is highly advantageous
- RE 5 completed
- Successful completion of supervisory process
- FAIS fit and proper and accredited
- Postgraduate Diploma in Financial Planning advantageous
- CFP advantageous
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
The individual must have a valid driver’s license and their own reliable vehicle or access to one
The individual must have clear credit and criminal records - provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements/recent proof of payments if adverse record
The individual must be FAIS fit, proper and accredited - obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification
PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.
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 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.
Duties and Responsibilities
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 sustainable business within the professional market
POLICY
We are committed to Employment Equity when recruiting internally and externally. It is company policy to promote from within wherever possible. Therefore, please be aware that internal candidates will be considered first before reviewing external applicants, provided that this supports achievement of our Employment Equity goals.
PLEASE APPLY HERE
CONSULTANT: CLAIMS MANAGEMENT
DETAILS
Closing Date: 2023/11/28
Reference Number: PPS231121-1
Job Type: Temporary
Job Title: Consultant: Claims Management
Business Unit: PPS Healthcare Administrators
Department: Claims Management
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion
Job Advert Summary
To analyze, reconcile, process information on a Claims account. To assess various type of claims submitted electronically / paper or received via fax or e-mail. Assessing must meet both quality and quantity set standards. To do corrections on accounts as requested by other departments or the Scheme. To complete Reversals as requested by Internal Clients or any other third parties.
Minimum Requirements
Experience
Duties and Responsibilities
POLICY
We are committed to Employment Equity when recruiting internally and externally. It is company policy to promote from within wherever possible. Therefore, please be aware that internal candidates will be considered first before reviewing external applicants, provided that this supports achievement of our Employment Equity goals.
PLEASE APPLY HERE
CONSULTANT: CLAIMS MANAGEMENT
DETAILS
Closing Date: 2023/11/28
Reference Number: PPS231121-1
Job Type: Temporary
Job Title: Consultant: Claims Management
Business Unit: PPS Healthcare Administrators
Department: Claims Management
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Centurion
Job Advert Summary
To analyze, reconcile, process information on a Claims account. To assess various type of claims submitted electronically / paper or received via fax or e-mail. Assessing must meet both quality and quantity set standards. To do corrections on accounts as requested by other departments or the Scheme. To complete Reversals as requested by Internal Clients or any other third parties.
Minimum Requirements
- Grade 12
- Tertiary Qualification
Experience
- Medical Scheme Administration Experience 2 years essential
- Assessing experience 2 years plus essential
- Extensive understanding of the Administration System essential
- Knowledge of Reference Price List essential
- In-depth knowledge of Medical Scheme Rules essential
- MS Office
- Medical Scheme Act essential
- Knowledge of Medical Aid Legislation and regulations essential
- Knowledge of ICD 10 codes essential
- Knowledge of PMB legislation essential
Duties and Responsibilities
- Reconcile member or provider claims received.
- Accurate daily assessing of targets.
- Manage quality error percentage.
- Ensure consistent and excellent application of set standards and Scheme Rules.
- Excellent administrative skills e.g. daily record keeping.
- Escalate requests for corrections to relevant Consultant.
- Follow up and resolve routed enquiries.
- Good Communication
- Good administration skill’s, including record keeping and the ability to work under pressure
- Must maintain a high level of productivity to asses claims daily targets set
- High attention to detail in order to identify system risks or process shortfalls
- Must be quality aware and quantity orientated
- Operating System knowledge
- Excellent time management in order to manage deadlines
- Excellent in query resolution
POLICY
We are committed to Employment Equity when recruiting internally and externally. It is company policy to promote from within wherever possible. Therefore, please be aware that internal candidates will be considered first before reviewing external applicants, provided that this supports achievement of our Employment Equity goals.
PLEASE APPLY HERE
INTERMEDIATE CLAIMS ASSESSOR (SICKNESS)
DETAILS
Closing Date: 2023/11/28
Reference Number: PPS230914-2
Job Type: Permanent
Job Title: Intermediate Claims Assessor (Sickness)
Business Unit: PPS InsCo
Department: Life Operations
Location – Country: South Africa
Location – Province: Gauteng
Location - Town / City: Parktown North Johannesburg
Job Advert Summary
This role reports to the Team Manager Claims. Responsible for assessment and processing of short-term Sickness, Critical Illness and Hospital claims. The incumbent will deal with technical and complex claims queries and/or complaints providing an excellent service offering.
An insurance assessor, also known as a claims assessor, is a professional who evaluates insurance claims to ensure the individual claiming receives justifiable compensation. They review all aspects of the claim, financials and medical reports.
Minimum Requirements
Education:
Medical qualification compulsory (Nursing, Occupational Therapy and Physiotherapy or related).
Experience:
- 4 years’ experience in the insurance industry.
- 3 years’ experience in claims assessment including Income protection, Lump Sum Disability and dread disease.
- Proven work experience as Claims Assessor in customer-facing role.
Knowledge and Skills:
- Must have excellent telephone etiquette.
- Good computer knowledge - MS Outlook, Excel and Word are necessary.
- Good report writing and presentation skills.
- Must have a mature, disciplined and driven personality.
- Ability to work independently as well as being a good team-player with excellent interpersonal skills.
- Attention to detail.
- Deadline/target driven, with ability to work under pressure.
- Logical and analytical.
- Effective time management skills.
Competencies:
- Communication skills (written and verbal).
- Business writing skills.
- Planning and organizing.
- Attention to detail.
- Client centricity.
- Building and maintaining relationships.
- Resilience.
Duties and Responsibilities
Process optimization and efficiencies:
- Assessment and management of short-term sickness, critical illness and hospital claims.
- Check the technical aspects of the claim – Inclusive of potential non-disclosure, and exclusions.
- Review all medical information on file, analyze and synopsize information at hand.
- Determine and record additional required information.
- Decide on referral to an independent specialist.
- Receive Independent Specialist reports and analyze and synopsize the report in context of the claim and PPS Provider Policy.
- Correspondence to clients with respect to claims outcomes and requirements for future claims in order to manage claims.
- Keeping accurate records of all claims assessed in accordance with departmental procedures.
- Deal with first line queries by members and brokers telephonically and via e-mail.
- Deal with Arbitration and Ombudsman cases and collaborate with other stakeholder during the Complaints process.
- Participation in projects to improve departmental service-owning your role in the project and completing tasks as required by providing input.
Risk and Compliance:
- Adhere to internal SLA's to ensure operational efficiency and achievement of agreed customer service standards.
- Proficient in the assessment of claims.
- Must understand claims environment and general claims protocols and processes.
- Ensure adherence to audit requirements.
- Ensure adherence to regulatory and compliance requirements.
People and Culture:
- Checking and Authorization of claims in terms of published delegation of authority.
- Collaboration with relevant stakeholders: Research & Development, Legal, Operational Accounts, Non-disclosure and Internal Control.
- Contribute and assist to review processes and protocols where required to assist in PPS’ delivery of quality claims decisions.
- Forge strong working relationships with stakeholders.
Knowledge Champion:
- Ensure that own knowledge is kept abreast with industry & regulatory information and changes through various internal and external information sources.
- Provide technical information and support.
POLICY
We are committed to Employment Equity when recruiting internally and externally. It is company policy to promote from within wherever possible. Therefore, please be aware that internal candidates will be considered first before reviewing external applicants, provided that this supports achievement of our Employment Equity goals.
PLEASE APPLY HERE