Job Title: Senior Technical Short-Term Specialist: Product
Location : Tygervalley, Cape Town
Industry : Financial Services
Employment Type : Full-Time
Career Level : Senior
Qualification : NQF5 or relevant short-term qualification
Experience : Minimum 7 years
Responsibilities:
- Serve as a subject matter expert on technical product and advice-related matters.
- Manage the large case review process , present findings to senior management, and continuously improve the process.
- Provide technical support to advisers on complex product and advice-related queries.
- Collaborate with product providers to maintain competitive product offerings.
- Work with cross-functional teams on strategic distribution projects.
- Conduct product and product provider due diligence in collaboration with internal teams.
- Draft and review communications for marketing and advisory purposes.
- Facilitate technical training for the Adviser Development Programme.
- Provide ongoing technical advisory support to advisers and distribution teams.
- Contribute to relevant committees focused on technical advisory and distribution activities.
Minimum Qualifications and Experience:
- NQF5 qualification or relevant short-term insurance qualification.
- 7+ years' experience in personal and commercial lines within the short-term insurance industry.
- Exposure to underwriting and claims processes .
- Experience working at EXCO or senior management level .
- Experience collaborating directly with financial advisers .
Key Skills:
- Leadership and management abilities.
- Excellent verbal and written communication.
- Strong problem-solving and decision-making skills.
- Relationship-building and interpersonal skills.
- High adaptability and emotional intelligence.
- Ability to influence, negotiate, and work effectively in teams.
