Senior Technical Short Term Specialist | Bellville

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

Location: bellville, Western Cape, ZA

Posted Date: 7/2/2025