Portfolio Manager: Corporate Risk Solutions

In order to be considered the following is required:

• BCom


• Microsoft Office


• 4 - 6 years general business and insurance experience


• Short Term Experience & UMA Experience (Not Negotiable)


• Knowledge of Insurance and industry


• Project Management (ideal)


• FAIS Compliant (preferable)


• Analytical thinking and attention to detail


• Results and solution focused (drive, energy and follow-through)


• Self-management (planning, prioritizing and time management)


• Visibility and Impact (includes professional presentation)


• Communication


• Customer service orientation


• Relationship building (includes listening and interpersonal sensitivity)


• Teamwork


• Business and Financial Acumen

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 the business 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 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 inter-departmental 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 the business 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


• Managing delivery against deadlines i.e. budgets, forecasts, projects deliverables, financials, actuarial deadlines

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