Integrated Advice Specialist: Insure

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