Portfolio Manager: Corporate Risk Solutions

To grow an existing portfolio of corporate risk insurance clients through proactive relationship management, product development and new business generation.

Main Responsibilities

1. Develop the Existing Client Portfolio

• Build an ongoing prospect pipeline through liaison across the business, and through broker and client relationships.
• Apply financial acumen to interpret financial statements and actuarial data, and to manage budgets.
• Build the organisation's brand image and market presence.
• Identify opportunities to maintain and grow the portfolio.
• Distribute and discuss statistical information with clients.
• Check and forward financial statements to clients.
• Design and prepare client status reports.
• Provide prompt authorisation of claim payments.
• Manage and resolve client queries.
• Re-evaluate portfolio structures and servicing requirements on an ongoing basis relative to clients' changing needs.
• Evaluate client needs to identify cross-selling opportunities for additional products.
• Participate in the renewal process with brokers and clients.
• Ensure all documentation relating to the insurance programme facility is complete and in place.

2. Develop New Prospects and Products

• Achieve a targeted annual new business budget.
• Develop new products and new insurance structures.
• Create and maintain business relationships that drive new business growth in both income and client base.
• Engage with Financial Managers, Financial Directors and Risk Managers at client EXCO level.
• Build and maintain relationships at client, broker and interdepartmental levels.
• Liaise with Underwriting, Finance, Actuarial and Claims departments.
• Attend product launches.
• Discuss and finalise product specifications.
• Finalise pricing, cost and income structures.
• Co-ordinate documentation, roles and responsibilities, agreements, systems, legal requirements, processes and procedures.
• Compile and manage budgets.
• Market the organisation's products and services.
• Follow up on inquiries and queries.
• Source potential clients and products.
• Comply with new business take-on procedures.

3. Administration

• Maintain monthly compliance/self-assessment questions through the relevant risk management system.
• Attend monthly operational meetings.
• Administer client files.
• Maintain a weekly prospects list and report back on divisional issues.
• Conduct monthly budget reviews and report on variances and new business targets.
• Report back to the Executive weekly on the above items.
• Manage delivery against deadlines, including budgets, forecasts, project deliverables, financials and actuarial deadlines.

Ideal Candidate Profile

Formal Education

Technical / Legal Requirements

• Proficient in Microsoft Office.
• FAIS compliant (preferable).

Experience

• 4–6 years' general business and insurance experience.
• Sound knowledge of the insurance industry.
• Analytical thinking and attention to detail.
• Results and solution focused, with drive, energy and follow-through.
• Strong self-management – planning, prioritising and time management.
• Visibility and impact, including professional presentation.
• Relationship building, including active listening and interpersonal sensitivity.

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