Portfolio Manager: Outsourced Business Jg 7

2 weeks ago

Pretoria, Gauteng, South Africa Sanlam Full time

Requisition Details


  • Portfolio Manager: Outsourced Business JG
  • Commercial and Personal


 Location : Centurion
  • This career opportunity is available at Santam Centurion, Johannesburg for a

Portfolio Manager:
Outsourced Business, in the Outsourced Business Unit
What will you do?

  • Monthly reporting (Focus on deviations and negotiation and implementation of corrective actions)
  • Management of Centre of Expertise and binder holder relationship and processes.
  • Monthly meetings between Santam OB and binder holder
  • Data analysis and corrective actions
  • Liaise in review of policy wordings, rating structures and underwriting criteria
  • Coordinate product development structure and manage the operational implementation of solutions and deal with change management
  • Management and monitoring of agreed mandates/processes of binder holder in terms of;
  • Strategy
  • Finance
  • Claims processes and settlements
  • Underwriting
  • Systems
  • Quality assurance
  • Training and development
  • Claims bordereaux (double payments and unallocated cash)
  • Audits and implementation of audit findings
  • Claims process
  • Underwriting
process

  • Finance
process

  • Management
  • Together with the binder holder, drive the development and execution of business plan.
  • Agree on shared objectives and targets and drive mutual sustainable growth.


 Relationship Management
  • Drive improved understanding of the customer and overall business (marketplace, channel, consumer, competitive environment, strategy, productivity, profitability and the across value chain).
  • Identify customer needs and drive opportunities in line with Santam OB business strategy

What will make you successful in this role?

  • Develop and implement growth and profitability plans, per portfolio in the chosen market segments and balance efforts and spend between Personal Lines and Commercial Lines accordingly.
  • Identify and communicate opportunities and ensure Binder holder awareness of Santam Outsourced Business (OB) product and service offering.
  • Maximize retention of desirable clients.
  • Develop and implement retention plans per binder holder portfolio aligned with Santam OB segmentation model as far as possible (renewal process, cancellations, new business).
  • Ensure monthly exchange of data to monitor growth and profitability
  • Procurement align with Santam model to ensure cost savings
  • Analyse data and regularly ensure that rating structures are updated and aligned with risk
  • Retention strategy aligned with the OB segmentation model
  • Renewal process aligned with Santam segmentation model
  • Data analysis and Client Lifetime Value as per the Centre of Expertise planning
  • Enable binder holder to offer and deliver client centric risk management solutions to our target market
  • Implementation of Astute (electronic data transfer)
  • Knowledge of Binder holder value chain: Procurement, Salvage & Recoveries, Assessors
  • Understanding Business Partner client base (segment) and relation to other lines of business
  • Ensure alignment of Claims, Finance & Underwriting processes internally and with Santam
  • Facilitate binder holder compliance with all regulatory requirements
  • Improve core process efficiency and capability
  • Drive with the support of Risk Services the implementation of electronic pricing tools
  • Minimise claims leakage through effective benchmarking and implementation of best practice processes with all business partners: outstanding estimates, estimation and claims philosophy, salvage and recoveries, assessor's fees, Drive in Centres, procurement, ensure alignment between policy wording and bank of endorsements, monitor double payments and unallocated cash


 QUALIFICATIONS AND EXPERIENCE
  • Relevant Insurance Qualification
  • At least 5 years Outsourced Business experience
  • Experience across Personal and Commercial Lines
  • Experience with claims negotiation and support

KNOWLEDGE AND SKILLS

  • Customer Service and Management
  • Regulatory & Compliance
  • Business processes
  • Marketing and Sales Knowledge
  • Reporting and Administration
  • People Management
  • Strong analytical skills
  • Strong networking and stakeholder management skills
  • Strong communication and relationship building skills

PERSONAL ATTRIBUTES

  • Interpersonal Savvy
  • Manage complexity
  • Plans and Aligns
  • Builds Effective Teams
  • Proven performance in driving business results

Build a successful career with us

  • We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters
  • Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
    Turnaround timeOur commitment to transformation*
  • Our employment equity plan

  • Portfolio Manager: Outsourced Business Jg 7

    2 weeks ago

    Pretoria, Gauteng, South Africa Santam Insurance Full time

    Portfolio Manager: Outsourced Business JG 7Portfolio Manager: Outsourced Business JG 7Portfolio Manager: Outsourced Business JG 7Commercial and PersonalLocation : CenturionThis career opportunity is available at Santam Centurion, Johannesburg for a Portfolio Manager: Outsourced Business, in the Outsourced Business Unit What will you do? Monthly reporting...

  • Portfolio Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Ikusasa Recruitment Group Full time

    Role PurposeThe Agile Portfolio Manager will provide oversight to portfolio level value-driven governance for agile product deliveries. The position will play a crucial role in ensuring that all initiatives are aligned to the business strategy and meet short/long term business needs and value expectations.Experience 7+ years' experience in a dedicated...

  • Portfolio Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa The Recruitment Council Full time

    Are you a seasoned Portfolio Manager with a passion for navigating the complexities of Hedge Funds? An esteemed financial services firm, renowned for its innovative strategies and commitment to excellence, is seeking a talented individual to join its elite team. You will need to drive strategic investment portfolio management for the Fund of Hedge Funds...

  • Quality Control Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Dynamic Outsourced Solutions Full time

    Company:Dynamic Outsourced Solutions Company Description: Temporary and/or Contract Staff. Permanent Placement Positions. Time & Attendance Systems and Solutions. Payroll. Accredited Driver Training and Assessment. Industrial Relations issues i.e., representation at Disciplinary Hearings, Performance Counselling, and representation at CCMA cases Contract...

  • Junior Portfolio Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Sanlam Full time

    Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

  • Portfolio Manager: Commercialisation

    2 weeks ago

    Pretoria, Gauteng, South Africa Technology Innovation Agency Full time

    Job Advert Summary:Job Purpose: To support the business unit in assisting impactful technology innovations to be taken up in the market, in line with the division's strategy.The Agency reserves the right not to make an appointment.Technology Innovation Agency (TIA) is a talent driven, customer- centric and impact focused organisation. In our endeavour to...

  • Rmb Transactional Banking Portfolio Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Firstrand Bank Limited Full time

    RMB Transactional Banking Portfolio Manager page is loaded RMB Transactional Banking Portfolio Manager Apply locations Johannesburg time type Full time posted on Posted Yesterday job requisition id R14240 Job DescriptionTo drive Transactional Banking growth and product penetration via business development and cross sell in the organisation's target customer...

  • Portfolio Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa A Triple A Recruitment Full time

    Pretoria Portfolio Manager (Brokerage) Market Related Our Client, a reputable insurance brokerage, partnered with leading insurance companies, has a fantastic opportunity for Short Term Insurance Marketers to join their teamKey Responsibilities: New business development – Commercial Short-term insurance accompanied by Personal insurance Build and manage...

  • Real Estate Portfolio Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Empiriq Full time

    JOB SUMMARYThe Real Estate Portfolio Manager is responsible for managing a diverse portfolio of real estate assets to ensure optimal operation, robust financial performance, and strategic expansion. This involves leading a team of property managers, liaising with multiple stakeholders, and strategising for the enhancement of the portfolio's value and...

  • Audit Portfolio Manager: It

    2 weeks ago

    Pretoria, Gauteng, South Africa Emporium Full time

    Audit Portfolio Manager: IT (POS24163)Rivonia, Sandton R to R per annum Job Purpose The objective and scope of work of GIA is to determine whether the Group's systems of internal controls, risk management and governance, as designed and operated by management, are adequate and effective. The scope of GIA's work is determined by a risk-based approach and so...

  • Audit Portfolio Manager: It

    2 weeks ago

    Pretoria, Gauteng, South Africa Emporium Human Capital Full time

    Audit Portfolio Manager: IT(POS24163)Rivonia, SandtonR to R per annumJob PurposeThe objective and scope of work of GIA is to determine whether the Groups systems of internal controls, risk management and governance, as designed and operated by management, are adequate and effective. The scope of GIAs work is determined by a risk-based approach and so the key...

  • Head, Local Market Business Clients

    2 weeks ago

    Pretoria, Gauteng, South Africa Standard Bank Of South Africa Limited Full time

    Business Segment: Business & Commercial Banking To implement the Business Banking value proposition and life journeys at a local market level. To be accountable for client Coverage, business clients relationships, and associated financial and non-financial outcomes aligned tothe strategic value drivers. Accountable for the delivery of Standard Bank Group...

  • Portfolio Manager: Advanced Manufacturing

    2 weeks ago

    Pretoria, Gauteng, South Africa Technology Innovation Agency Full time

    Job Advert Summary:Technology Innovation Agency (TIA) is a talent driven, customer- centric and impact focused organisation. In our endeavour to support technology innovation with socio-economic outcomes; we seek to infuse the organisation with team players that find resonance as value creators, agile thinkers, progressive attitudes, customer-centricity,...

  • Temp HR Business Partner

    2 weeks ago

    Pretoria, Gauteng, South Africa Tych Business Solutions Full time

    Job ID: 76491Date Posted: Posted 7 hours agoLocation: PRETORIAJob Title: TEMP HR BUSINESS PARTNER (6 MONTH FTC ) - PRETORIA - GAUTENGResponsible to oversee all human resources functions to ensure they are aligned with our strategic and operational goals and provide advice to senior business leaders. Will mostly focus on improving business objectives and...

  • Audit Portfolio Manager: It

    2 weeks ago

    Pretoria, Gauteng, South Africa Emporium Human Capital Full time

    Audit Portfolio Manager: IT(POS24163) Rivonia, SandtonR to R per annumJob Purpose The objective and scope of work of GIA is to determine whether the Groups systems of internal controls, risk management and governance, as designed and operated by management, are adequate and effective. The scope of GIAs work is determined by a risk-based approach and so the...

  • Investment Portfolio Analyst

    2 weeks ago

    Pretoria, Gauteng, South Africa Network Finance Full time

    Here is an opportunity to cement yourself as a member of a high achieving portfolio management team - for an organization that offers investors unique insights and futuristic guidance to mitigate risk factors that could hinder the growth of their funds. As an investment Portfolio Analyst, you will be expected to work closely with management, offering...

  • Analyst, Portfolio Enterprise Banking

    2 weeks ago

    Pretoria, Gauteng, South Africa Standard Bank Of South Africa Limited Full time

    Business Segment: Business & Commercial Banking To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the...

  • Analyst, Portfolio Enterprise Banking

    2 weeks ago

    Pretoria, Gauteng, South Africa Standard Bank Of South Africa Limited Full time

    Business Segment: Business & Commercial Banking To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the...

  • Wealth Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Your HR Outsourced Full time

    Our client is looking for a Wealth Manager that can service existing clients, who has a full understanding of Investment products and legislative requirements relating to investments and retirements.Responsibility:1. Product KnowledgeFull understanding of Investment Products: Living unities annuities Life annuities Retirement annuities Preservation funds...

  • Portfolio Manager: Indigenous Knowledge Systems

    2 weeks ago

    Pretoria, Gauteng, South Africa Technology Innovation Agency Full time

    Job Advert Summary:Technology Innovation Agency (TIA) is a talent driven, customer- centric and impact focused organisation. In our endeavour to support technology innovation with socio-economic outcomes; we seek to infuse the organisation with team players that find resonance as value creators, agile thinkers, progressive attitudes, customer-centricity,...