SUMMARY:
Senior Technical Short Term Specialist | Bellville
POSITION INFO:
Job description:
This role requires a short-term specialist in the Financial Services environment with in-depth experience on personal
lines and commercial lines including specialist classes. It is based in our Technical Adviser Support team.
The role is overall responsible to support a large network of advisers with complex advice related matters in PSG
Insure. This includes working closely with product providers ensuring that our product suite remain competitive.
Responsibilities:
• Subject matter expert and manager of the large case review process including presenting the case and
findings to senior management
• On an ongoing basis, evaluate, review and improve large case process
• Subject matter expert on technical product and advice matters including but not limited to adviser
focused meetings and relevant technical/distribution committees
• Working with cross-functional teams on strategic distribution projects where Insure SME’s are required
• Assist with the provision of content to technical adviser support team (Technical Advisory Services) and
marketing in relation to advice and distribution activities.
• Draft, review and sign-off communication for marketing purposes in relation to advice and distribution
activities.
• Collaborating with cross-divisional teams on product and product provider due diligences.
• Provide ongoing technical advisory support to advisers and distribution teams (proactive and reactive)
• Draft of communication on technical topics eg TakeNotes and Advice for Advisers
• Represent Technical Advisory Services as Insure Product expert on Technical Advisory Services and
non-Technical Advisory Services related committees
• Research on ad hoc projects
• Effective management of direct reporting staff
• Responsible for facilitation of Technical Training on Personal and Commercial Lines for the Advisor
Development Programme
Qualifications
• NQF5 or relevant short-term qualification
Experience
• A minimum of seven (7) years’ experience in personal and commercial lines with exposure to underwriting and claims processes.
• Knowledge of short-term insurance products
• Experience engaging at an EXCO/Senior Management level
• Exposure to working directly with financial advisers
