Wealth product specialist
Minimum requirements:
Matric Certificate
NQF5 in Short-term insurance or relevant short-term insurance qualification
2 - 4 years experience in personal and commercial lines with exposure to underwriting and
claims processes
Knowledge of short-term insurance products
Experience engaging at Management level
Exposure to working directly with financial advisers will be advantageous
Ability to clearly explain and define complex business requirements
Responsibilities:
As a primary responsibility, pre-audit gathering of compliance and renewal documentation (e.g.
renewal schedules, records of advice, compliance confirmations, loss ratio history and risk
information) in order to prepare and review accurate large case policies across personal lines and
commercial lines.
On an ongoing basis suggest and improve the large case review process
Apply short-term insurance knowledge to solve technical related problems across personal lines
and commercial lines
Keep abreast of industry regulations and standards relevant to personal lines, commercial lines
and specialist classes
Provide technical support to other team members, including preparing presentations and analysis
aimed at increasing business efficiency.
Support ad hoc Technical Advice projects and continuously identify and introduce efficiencies
within the Team
Coordinate engagement sessions between internal and/or external stakeholders (advisers,Relationship Managers, product providers)
Track progress on team and cross-functional group-wide projects, providing support to keep
initiatives moving forward.
Maintain stakeholder relationships
As a primary responsibility, effective handling of internal requests, including oversight and
management of the TAS Insure central mailboxes.
Liaise continuously with teams to support systems and processes
Cross collaborate with other teams to the continuously enhance Technical Advisor Support and
broader business processes in an innovative way.
Contribute positively to team dynamics and collaborate effectively across the technical support
team
Effective time management across competing priorities and workstreams
Meet deadlines for ongoing tasks and projects
Maintain accurate record keeping, including taking minutes and tracking the progress of large
cases
Hold weekly meetings with stakeholders to ensure deadlines for delivery of large policy
documents are met
Compile monthly reports on large cases for management