Portfolio Manager

Introduction

• Guardrisk is the undisputed market leader in cell captive insurance and risk solutions. We are renowned for our innovative approach to cell captive structures and other alternative risk transfer solutions for our clients. Guardrisk offers clients custom designed cover and is registered in South Africa as an insurer for all statutory classes of non-life and life insurance business.

Role Purpose

• Build, strengthen and maintain relationships with key stakeholders and act as key contact to stakeholders regarding queries, products and services.
• To grow an existing portfolio of clients through relationship management and product development.

Requirements

• Bcom Qualfication
• Microsoft office
• Project management (ideal)
• FAIS compliant (preferable)
• 4-6 Years general business and insurance experience
• Knowledge of Insurance and industry

Duties & Responsibilities
Develop Existing Portfolio of Clients :

• 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.

Develop New Prospects and Products:

• 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 departments.
• Attending product launches.
• 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.

Administration:

• Maintaining CSA (monthly) questions through the CURA Risk Management System.
• Attending monthly Operational meeting.
• Administrating client files.
• Maintaining weekly prospects list and report back on divisional issues. Monthly budget review and reporting on variances and new business targets.
• Tracking renewals per portfolio.
• Weekly reporting back to the Executive on the above mentioned items.
• Managing delivery against deadlines, i.e. budgets, forecasts, projects deliverables, financials, Actuarial deadlines.

Deadline:29th June,2026