Senior Technical Insure Specialist: Products

SUMMARY:
Our client, a leading player in the Financial Services and Short-Term Insurance space, is seeking an experienced Technical Adviser Support Specialist to join their technical advisory environment on a short-term specialist basis.

POSITION INFO:
This role is ideal for a technically strong insurance professional with deep exposure to personal and commercial lines, including specialist classes, who enjoys engaging at a senior level and supporting a large adviser network with complex advice-related matters.

Key Responsibilities:

• Act as a subject matter expert and manage the large case review process, including presenting findings and recommendations to senior management
• Continuously evaluate, review, and enhance large case and advice-related processes
• Provide expert input on technical product and advice matters, including participation in adviser-focused meetings and technical/distribution committees
• Collaborate with cross-functional teams on strategic distribution initiatives requiring insurance SME input
• Support the creation of technical and advice-related content for adviser support teams and marketing
• Draft, review, and sign off on advice and distribution communications for marketing purposes
• Participate in product and product provider due diligence across divisions
• Deliver ongoing technical advisory support to advisers and distribution teams (both proactive and reactive)
• Draft technical communications, such as advisor notes and guidance material
• Represent the technical advisory function on both technical and non-technical committees
• Conduct research and ad hoc projects as required
• Lead and manage direct reports, ensuring effective performance and development
• Facilitate technical training on personal and commercial lines for advisor development programmes

• NQF 5 qualification in Short-Term Insurance or a relevant insurance qualification
• 7+ years’ experience across personal and commercial lines, including exposure to underwriting and claims processes
• Strong technical knowledge of short-term insurance products
• Proven experience engaging at an EXCO / senior management level
• Demonstrated exposure to working directly with financial advisers

• Ability to clearly articulate and explain complex technical and business concepts
• Excellent verbal and written communication skills
• Strong leadership and people management capability
• High emotional intelligence with strong stakeholder engagement skills
• Proven problem-solving and decision-making ability
• Highly adaptable, resilient, and detail-oriented
• Strong collaboration and teamwork skills
• Ability to influence and negotiate at a senior level
• Confident presentation and facilitation skills