Portfolio Manager
7 months ago
**Introduction**
To market Guardrisk’s Life products and services to existing and prospective clients and to provide after-sales service to existing clients.
**Role Purpose**
To market Guardrisk’s Life products and services to existing and prospective clients and to provide after-sales service to existing clients.
**Requirements**:
- Matric.
- Relevant tertiary degree and/or Insurance qualification. (Marketing team consists of individuals with various technical skills such as actuaries, attorneys, accountants.).
- 2-4 years experience in the insurance and finacial services industries.
**Duties & Responsibilities**
**The work will consist of the following main functions**:
- Marketing Guardrisk Life to prospective new clients. Managing third-party cell captives, where products include amongst others funeral (individual and group), individual life and disability, credit life and investment products. The responsibilities include:
- Ensuring effective management of various stakeholders in the insurance value chain (cell owners, binder holders, intermediaries, consultants, reinsurers, administrators)
- Reviewing cells’ financials and managing revenue streams
- Facilitating reinsurance renewals via the reinsurance department
- Ensuring compliance with market conduct standards and relevant legislative requirements
- Ensuring that legal contracting is correct, up to date and in place
- Tending to client queries
- Marketing and cross selling of Guardrisk Life’s products and services to existing clients.
- Assisting clients with product development for third-party risks.
- Setting up internal processes for each client with all relevant internal technical areas such as finance, actuarial, underwriting, legal, risk, compliance.
- Contribute to the enhancement and improvement of existing internal processes.
- Keeping up to date with legislation and regulation in the life insurance market.
- Network on industry matters to facilitate knowledge share and input to clients on their insurance businesses.
**Competencies**
- Well-developed people skills
- Ability to liaise with different stakeholders
- Excellent verbal and written communication skills
- Negotiation skills
- Critical thinking skills
- Business acumen
- Deadline driven
- Strong implementation skills
- Ability to understand and interpret financial statements and insurance valuation reports
- Ability to work under pressure
- Ability to operate both independently as well as play a role in the Guardrisk Life team and to contribute to the greater Guardrisk group.
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