Integrated Advice Specialist: Insure at Hire Resolve

Job Description

• 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