Integrated Advice Specialist: Insure

1 day ago

Cape Town, Western Cape, South Africa Hire Resolve Full time
A well-established insurance company is looking for an Integrated Advice Specialist: Insure to play a key role in driving the development, integration, and optimisation of insurance advice solutions within a dynamic financial services environment.

Responsibilities 

  • Support teams on key initiatives and new projects

  • Own and drive key features and requirements to successfully deliver the Insure Advice Process development and project epics

  • Work closely with the Head: Integrated Advice and Head: Digital Advice (Insure) to finalise specifications with developers

  • Prepare presentations on feature development and epic progress for reporting purposes

  • Translate engineering requirements into clear development specifications

  • Work closely with engineering teams, interpreting engineering artefacts into development specifications

  • Manage project reporting by analysing data, structuring insights and identifying opportunities for business process improvements

  • Coordinate engagement sessions between business units to integrate processes successfully

  • Coordinate development activities within sprints alongside developers

  • Assist in aligning activities to deliver the Insure Advice Process strategy and project direction

  • Coordinate and maintain engineering documentation, providing regular updates

  • Work with Business Analysts and testers (pre- and post-development) to ensure accuracy and quality of development

  • Build strong project understanding and contribute to solution design through experience and collaboration

  • Prepare training material for new developments and enhancements

  • Draft marketing collateral for feature-based launches of the digital advice tool

  • Train Relationship Managers and advisers when specialist resources are not available

  • Conform to the Target Operating Model ways of working

  • Collaborate with internal divisions on strategic projects and system integrations

  • Prepare communications, reports and presentations to management and advisers relating to the 6-Step Advice process and tools

  • Assist with troubleshooting errors reported by users on the advice process

  • Coordinate and drive prioritised development enhancements raised by relevant committees

Requirements 

  • BEng Degree

  • 1+ years' experience in financial services

  • Relevant experience within a financial advisory environment

  • Engineering qualification

  • Experience developing tools to support financial advice

  • Insurance industry knowledge

  • Strong understanding of insurance products and the South African insurance landscape

  • Knowledge of South African financial regulatory frameworks

  • Understanding of Financial Planning principles aligned with the 6-Step Advice process

  • Exposure to working directly with financial advisers

  • Willingness to travel within South Africa when required

  • Excellent ability to translate engineering requirements into system solutions with strong client experience focus

  • Strong verbal and written communication skills

Benefits
  • Salary: Based on experience and qualifications.

  • Contact Hire Resolve for your next career-changing move today

    • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
    • You can also visit the Hire Resolve website: or email us your CV: [email protected]
    • Please use "Advice Specialist" as your subject line when applying via email 

    We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future

  • Adviser Assistant

    2 weeks ago

    Cape Town, Western Cape, South Africa PSG Insure Full time R300 000 - R600 000 per year

    Company DescriptionPSG Insure provides comprehensive short-term insurance advice and coverage designed to protect individuals and businesses from unforeseen events. With a wide range of insurance products and specialist advisers across the country, PSG Insure efficiently caters to everyday, commercial and niche insurance requirements. By partnering with...

  • Sales Integration Specialist

    1 day ago

    Cape Town, Western Cape, South Africa Discovery Limited Full time

    Discovery Connect (Cape Town)Sales Integration SpecialistAbout DiscoveryDiscovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables...

  • Data Integrity Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Acumen Group Full time

    We are seeking a highly analytical and detail-oriented Enterprise Investment Data Integrity Specialist to join our client's team in Cape Town. This is a shared role between the Investment Management and Enterprise Risk Management teams, providing vital support in investment data quality, risk analytics and financial risk management processes.You will play an...

  • Integrations Specialist

    1 day ago

    Cape Town, Western Cape, South Africa Network International Full time

    Job DescriptionAbout us:Network International is the largest Financial Technology company in Middle East and Africa. Payments is our core business where we provide services in more than 50 countries – UAE, Jordan, South Africa, Egypt are some of our key markets. Apart from payments, we provide services on Data and Insights, Lending, Insurance, Risk...

  • Medical Insurance Application Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa EXL Full time

    The Medical Insurance Application Specialist plays a crucial role as the first point of contact for patients or new members seeking medical insurance coverage. This position involves guiding applicants through the enrollment process, verifying eligibility, and ensuring that all required documentation is completed accurately and on time.Key Responsibilities...

  • Specialist: Finance and Insurance

    1 week ago

    Cape Town, Western Cape, South Africa Motus Full time

    Job Description: Are you an F&I specialist looking to SHIFT YOUR CAREER to an established and highly successful Automotive Dealership? Auto Pedigree is looking for a Specialist: Finance and Insurance with at least 3 years of motor industry experience and the relevant regulatory and legislative compliance. The successful candidate will be based at N1 City...

  • Specialist: Employee Benefits Client Servicing

    5 days ago

    Cape Town, Western Cape, South Africa Liberty Group Limited Full time

    Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients.Our goal is to meet our clients' financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the...

  • Insurance Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Sigma Connected Group Full time R250 000 - R400 000 per year

    What being part of the Sigma Family means for youAs our business continues to thrive and expand, we are searching for exceptional individuals to become part of the Sigma Family as Customer Service Advisors. Before delving into the details of this role, let us explain why joining us at Sigma is a fantastic opportunity.Who are the Sigma Family?At Sigma, we...

  • Specialist: Broker Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Liberty Group Limited Full time R60 000 - R120 000 per year

    Liberty's success is driven by the success of its people.  We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.   Purpose To provide advice & support to brokers & IFA's that engenders their trust & support in selling Liberty business to theirclients. Develop, maintain & grow business...

  • IT Integrations Engineer

    1 day ago

    Cape Town, Western Cape, South Africa Stonehage Fleming Full time

    Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to over 250 families of wealth. The Group employs over 1000 people in 19 offices in 14 jurisdictions around the world.WORKING RELATIONSHIPSThe position sits within the Business Systems Team and reports directly to the Team...