Senior Technical Short Term Specialist | Bellville

apartmentThe Recruitment Council placeBellville calendar_month2025/09/08

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 SMEs 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

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