FINANCIAL ADVISOR – PRODUCT SPECIALIST

SUMMARY:
The role is overall responsible to support a large network of advisers with complex advice related matters in the Client. This includes working closely with product providers ensuring that our product suite remain competitive.

POSITION INFO:

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