Portfolio Manager Life

2 weeks ago


Sandton, South Africa Guardrisk Full time

**Introduction**

To market Guardrisk’s Life products and services to existing and prospective clients and to provide after-sales servicing to existing clients.

**Role Purpose**

To market Guardrisk’s Life products and services to existing and prospective clients and to provide after-sales servicing to existing clients.

**Requirements**:

- Matric
- B.Com degree and/or Insurance qualification
- FAIS credits (60 minimum)
- 5-10 years’ experience in the insurance industry
- Technical knowledge with strong people skills to negotiate optimal solutions with our various partners

**Duties & Responsibilities**
- Marketing of Guardrisk Life products to prospective new clients, focusing on employee benefits and / or third-party risks, e.g. group funeral, credit life, individual life and investment-related products
- Marketing/cross-selling of Guardrisk Life products to existing clients
- Assessing risk, evaluating relevant cell and reinsurance structures
- After-sales servicing: accounting, administration, investments, reinsurance, market conduct and client queries
- Drafting and issuing of relevant promotional documentation on Guardrisk Life, its products and services
- Setting up internal processes for each client with all relevant parties and technical areas
- Developing and marketing of concepts and products focusing on third-party risks (e.g. group funeral, credit life products) and / or employee benefits
- Enhancing of internal procedures, rating and reinsurance capabilities
- Ensuring compliance with all relevant statutes, regulations and guidance
- Network on industry matters

**Competencies**
- Client-centricity
- Ability to liaise with different stakeholders
- Negotiation skills
- Deadline driven
- Ability to work under pressure
- Ability to operate both independently as well as play an important role in the Guardrisk Life team and the greater Guardrisk group



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