Job descriptionThis 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. The role can be based at our Head Offices in either Cape Town or Centurion.
ResponsibilitiesAs 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
Minimum requirementsMatric 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
Skills/Competencies
Exposure to working directly with financial advisers will be advantageous Ability to clearly explain and define complex business requirements Excellent verbal and written communication skills Excellent management and leadership skills Strong interpersonal and relationship building skills Proven ability to identify, assess and solve problems Highly adaptable and resilient High emotional intelligence Teamwork Ability to influence and negotiate Good presentation skills
Closing date: 25-Aug-2026
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