Portfolio Manager – Corporate Risk Solutions MMH251030-7

Portfolio Manager – Corporate Risk Solutions MMH -7

Role Purpose

To maintain and grow an existing portfolio of clients through relationship management and product development. Manage risk by following agreed sound underwriting principles. Assist in setting team strategy and goals.

Responsibilities

• Growth of CRS portfolio and maintaining existing clients.
• Retention and growth of the CRS portfolio.
• Introduction and implementation of new CRS products.
• Implementation of underwriting standards within CRS.
• Managing the underwriting methodology.
• Assisting with the CRS claims, claims mitigation, salvage, and recovery process.
• Setting the budget and reviewing performance versus forecast.
• Navigating and growing complex cell captive and contingency policy clients.
• Client relationship management : assessing financial statements, performing credit checks, liaising with brokers, re‑insurers, and other stakeholders; overseeing general upkeep and renewal of clients’ facilities; proactively pursuing growth opportunities; maintaining professional relationships and high‑level interactions.
• Staying abreast of market developments and regulatory changes affecting the industry.
• Administration and bookkeeping : following up on unresolved payments, extending invoices, managing debtor reconciliation and bordereau payments; compiling information for renewal; confirming premium payments; liaising with clients’ banks to confirm policy placement.

Qualifications and Requirements

Job Details

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