Portfolio Manager

5 months ago

Century City, South Africa Telesure Investment Holdings Full time

**JOB PURPOSE**:
Plan initiate, grow and manage portfolios and business partners into profitability through relationship building and risk management. Lead and guide the work of
specialists and serve as the liaison with Senior Managers and Executives to identify business needs to design and describe solutions that can deliver value. Monitor progress to assure deadlines, standards, and cost targets are met.

**RESPONSIBILITIES**:
**Portfolio Management**

Plan and manage the delivery of projects within an area of professional expertise, using an appropriate project management methodology to give assurance that intended outcomes are achieved.

**Underwriting Management**

Review, rate and underwrite assigned new business and renewal cases within prescribed authority level, escalating unusual or complex cases to senior colleagues where appropriate. Knowledge of reinsurance and facultative placements.

**Insurance Claims Management**

**Intermediary Management**

Build and maintain relationships with intermediaries while also helping senior colleagues.

**Stakeholder Engagement**

Engage, and build relationships, with stakeholders across the value chain. Facilitate meetings with large groups of stakeholders. Work with front-end, backend developers, marketing, sales, service departments to ensure a holistic management of deliverables. Engage with third-party suppliers or providers to deploy new technology and review and execute the deliverables.

**Data Collection & Analysis**

Gather project data and report on the state of the performance of the portfolio.

**Insights and Reporting**

Contribute to the design and creation of reporting strategies and templates for Exco and senior management. Lead execution of complex reports to provide a performance overview for the key portfolios. Identify and interpret complex patterns and trend and translating those insights into actionable recommendations.

**Performance Management**

Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them
accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.

**Continuous Improvement**

Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered on existing products, systems and processes.

**Internal and External Communications**

Execute a communications plan within established internal communication systems and procedures. Send Communications to Exco or senior management
on project tracking and problems to gain buy-in for changes to processes and procedures.

**Personal Capability Building**

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

**Business Development**

Monitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and
identifying areas in the market where business can be developed.

**EDUCATION**

**General Education**
- Grade 12/ SAQA Accredited Equivalent (Essential)
- RE5 and Class of Business product knowledge (Essential)
- Minimum NQF Level 4 credits of 120; Short term insurance qualification / Higher Diploma or equivalent business-related qualification (Advantageous)

**EXPERIENCE**
- 3 or more years’ experience in Intermediated, Broker and Underwriting Manager environment (Essential)
- Experience in Financial Services Industry (Essential)
- Experience in Key Account Management (Advantageous)

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