Portfolio Manager: Outsourced Business Jg 7

5 months ago

Pretoria, South Africa Sanlam Full time

**Requisition Details**
- Portfolio Manager: Outsourced Business JG 7
- 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
- Co-ordinate 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 time**Our commitment to transformation**
- Our employment equity plan

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