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Portfolio Manager
Capitec Bank Ltd.Gauteng, South Africa8 days ago
Job descriptionSpecific understanding of medical Gap business Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets Developing Guardrisk image and presence Identifying opportunities to maintain and grow the portfolio Conducting meetings with clients Distributing and discussing statistical information Checking and forwarding financial statements to client Designing and preparing status reports Providing prompt authorisation of claim payments Dealing with client queries Re-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing needs of the client Evaluating client\'s needs and requirements to enhance cross selling of other Guardrisk products Participating in renewal process with broker / client Ensuring all documentation pertaining to the insurance programme / facility is in place Achieving a targeted annual new business budget Developing new products and new insurance structures Creating and maintaining business relationships to ensure new business growth of both income and clients Dealing with Financial Managers, Financial Directors, Risk Managers at client EXCO level Building and maintaining relationships at client, broker and interdepartmental levels Liaising with Underwriting, Finance, Actuarial, Claims, and business intelligence departments Discussing and finalising product specifications Finalising pricing, cost and income structure Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures Compiling and managing budget Marketing Guardrisk products and services Following-up on inquiries and queries Sourcing potential client and products Complying with new business take-on procedures Liaising with the technical review teams Advising technical review teams of all pertinent information prior to each review Providing input into the development of the annual review plan Setting up review meetings with clients in consultation with technical review teams Delivering completed review reports to clients and following up and tracking of the implementation of proposed actions Maintaining CSA (monthly) questions through the CURA Risk Management System Coordinating and attending monthly Operational meetings Recording and tracking key actions and decisions arising from meetings Administrating client files Assisting the Head with Divisional reporting and deputise when required Maintaining weekly prospects list and report back on divisional issues Monthly budget review and reporting on variances and new business targets Weekly reporting back to the Head on the above mentioned items Managing delivery against deadlines, i.e. budgets, forecasts, projects, and resolving client queries timeously
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Job Description
Role Purpose
To maintain and grow an existing portfolio of clients through relationship management and solution development. Specific focus on Medical gap and personal accident business
Requirements
- At least 5 years' experience in client services and operations within an insurance / financial services environment
- At least 5 years relevant role experience as a Portfolio Manager
- Strong financial acumen and thorough understanding on relevant regulatory and compliance requirements
- Specialist knowledge in short term medical and accident products, specifically Medical Gap and personal accident
- Cell Captives Insurance Model experience will be an advantage
- Relevant tertiary qualification
Duties and Responsibilities
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Portfolio Manager • Gauteng, South Africa
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