Portfolio Manager: CRS

SUMMARY:
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POSITION INFO:
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 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, , 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 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 |