Portfolio Manager
7 months ago
Who we are
The Portfolio Manager’s role is to manage, develop and grow a designated panel of Brokers, to retain existing business and generate new business opportunities with new Brokers and achieve the desired sales volumes, achieve Gross Written Premiums (GWP) and Loss Ratio Targets.
Key Accountabilities
- Produce a Business Plan that reflects market opportunities for area of responsibility
- Produce a Sales plan that demonstrates how to identify, develop and manage prospects
- Underwrite and accept risks within delegated authority to achieve effective implementation of business
- Grow and retain Bryte Sales target to ensure the GWP and profitability targets are met
- Target new specialist motorcycle and classic and collectible Brokers
- Maintain a presence at a dealership level
- Build the awareness of the Bryte motorcycle and classic and collectibles product in the market
- Track Productivity levels in the required format
- Deliver and enhance the highest level of client satisfaction by working with Brokers to map and determine their business needs in delivering superior client service
- Strategically analyse the Brokers’ business plan and develop future business opportunities
- Develop the Broker panel whereby the Business Development Growth targets are achieved through influence and persuasions
- Ensure that technical and operational underwriting standards, procedures and controls are complied with
- Implement agreed underwriting measures to attain targeted loss ratios and rates
- Ensure adherence to the Regional Team’s Sales plan
Stakeholder Management
- Regional Managers
- National Head of Underwriting
- Core business functions within Bryte
- Wider Bryte Insurance Group stakeholders
- Brokers
Qualifications and Experience
- Graduate or equivalent with minimum 5 years short term insurance industry experience and sound experience in Sales with a strong presence in the Broker community.
- FAIS compliant
Knowledge
- Sound understanding and knowledge of South African Insurance market experience within Sales
- Sound knowledge of statutory and legislative requirements
- Maintain up to date knowledge of local markets and industry sectors
- Sound knowledge of Bryte Insurance South Africa and its business strategy and objectives
Travel and Other Requirements
- Extensive local travel in the role
- Driving licence required
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