Senior Technical Short-Term Specialist | Tygervalley

The Recruitment Council; Cape Town; On-site; ZAR 60 000 - 100 000; Full time

Job summary

An established industry player is seeking a Senior Technical Short-Term Specialist to join their Technical Adviser Support team in Tygervalley. This role is pivotal in providing expert guidance on complex advice-related issues within the Financial Services sector. The ideal candidate will possess extensive experience in personal and commercial lines, coupled with a strong understanding of short-term insurance products. You will collaborate with cross-functional teams, manage the large case review process, and deliver technical training for the Advisor Development Programme. If you thrive in a dynamic environment and are passionate about supporting advisers, this opportunity is perfect for you.

Qualifications

• 7+ years of experience in personal and commercial lines with exposure to underwriting.
• In-depth knowledge of short-term insurance products.

Responsibilities

• Serve as a subject matter expert and manage the large case review process.
• Provide ongoing technical advisory support to advisers and distribution teams.

Skills

Verbal Communication

Written Communication

Leadership

Problem-Solving

Interpersonal Skills

Presentation Skills

Education

NQF5 or relevant short-term qualification

Job description

SUMMARY :

Senior Technical Short-Term Specialist | Tygervalley

POSITION INFO :

Role : Senior Technical Short-Term Specialist : Product

Category : Short-Term Insurance

Location : Tygervalley

We are looking for a seasoned short-term specialist within the Financial Services sector, possessing extensive experience in both personal and commercial lines, including specialist classes. This role is situated within our Technical Adviser Support team and involves providing comprehensive support to a vast network of advisers on complex advice-related issues.

Key Responsibilities :

1. Serve as the subject matter expert and manage the large case review process, including presenting findings to senior management.
2. Continuously evaluate, review, and enhance the large case process.
3. Act as a technical product and advice expert in adviser-focused meetings and technical/distribution committees.
4. Collaborate with cross-functional teams on strategic distribution projects requiring Insure subject matter experts.
5. Assist in generating content for the technical adviser support team and marketing related to advice and distribution activities.
6. Draft, review, and approve marketing communications related to advice and distribution activities.
7. Work with cross-divisional teams on product and product provider due diligences.
8. Provide ongoing technical advisory support to advisers and distribution teams, both proactively and reactively.
9. Draft communications on technical topics such as TakeNotes and Advice for Advisers.
10. Represent the Technical Advisory Services team as the Insure Product expert on various committees.
11. Conduct research on ad hoc projects.
12. Effectively manage direct reporting staff.
13. Facilitate technical training on personal and commercial lines for the Advisor Development Programme.

Qualifications :

NQF5 or relevant short-term qualification.

Experience :

At least seven (7) years of experience in personal and commercial lines, with exposure to underwriting and claims processes.

In-depth knowledge of short-term insurance products.

Experience engaging at an EXCO / Senior Management level.

Direct experience working with financial advisers.

Skills and Competencies :

• Ability to clearly articulate and define complex business requirements.
• Excellent verbal and written communication skills.
• Strong management and leadership abilities.
• Excellent interpersonal and relationship-building skills.
• Proven problem-solving capabilities.
• High adaptability and resilience.
• High emotional intelligence.
• Team-oriented with the ability to influence and negotiate.
• Strong presentation skills.