Insurance Exits & Finance Specialist

PPS Recruitment; Johannesburg; On-site; ZAR 350,000 - 550,000; Full time

Job summary

PPS Recruitment in Johannesburg is seeking a Finance professional to join the Life Insurance Operations Finance team. The role focuses on exit calculations for resignation, retirement, and death claims, with responsibilities spanning quotes, balance transfers, journals, and QA before payments.

Candidates should have a three-year accounting qualification, 2+ years in financial services (insurance preferred), advanced Excel, and strong reconciliation skills, along with solid stakeholder management

Qualifications

• Three-year tertiary qualification specialising in accounting.
• 2+ years’ experience in financial services, preferably insurance.
• Advanced MS Excel experience.
• General knowledge of insurance legislation is advantageous.
• Experience dealing with members, brokers and advisors is advantageous.

Responsibilities

• Calculate resignation, retirement, vesting, and death claim benefits.
• Generate exit quotes and verify letters for accuracy.
• Transfer balances from special and apportionment accounts to current accounts.
• Process Credit Control Journals for each calculation.
• QA calculations prior to payments and update input files for system uploads.
• Liaise with stakeholders and provide support to team and manager within SLA.

Skills

Advanced Excel

Reconciliation

Accounting basics

Insurance industry knowledge

Stakeholder management

Education

Three-year accounting qualification (Degree or BTech)

Tools

MS Office

Excel (Advanced)

Job description

PPS Recruitment in Johannesburg is seeking a Finance professional to join the Life Insurance Operations Finance team. The role focuses on exit calculations for resignation, retirement, and death claims, with responsibilities spanning quotes, balance transfers, journals, and QA before payments.

Candidates should have a three-year accounting qualification, 2+ years in financial services (insurance preferred), advanced Excel, and strong reconciliation skills, along with solid stakeholder management