Portfolio Manager: CRS

1. POSITION DETAILS

JOB TITLE Portfolio Manager:

DEPARTMENT Corporate Risk Solutions

To grow an existing portfolio of clients through relationship management and product development.

2. P OSITION DESCRIPTION: OUTPUT

MAIN OUTPUTS AND RESPONSIBILITIES FOR THIS POSITION –

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 authorization 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 program facility is in place.

2. 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 finalizing product specifications.

➢ Finalizing pricing, cost and income structure.

➢ Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures.

Portfolio Manager: CRS

MAIN OUTPUTS AND RESPONSIBILITIES FOR THIS POSITION –

TIME SPENT

➢ 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.

3. 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.

3. THE IDEAL CANDIDATE WILL HAVE:

FORMAL EDUCATION

BCom

TECHNICAL LEGAL CERTIFICATION

• Microsoft office

• Project management (ideal)

• FAIS compliant (preferable)

EXPERIENCE

• 4-6 Years general business and insurance experience

• Knowledge of Insurance and industry |