Portfolio Head

**Introduction**
- Oversee and lead the management, development and growth of the portfolio by identifying opportunities to amplify existing and grow new portfolio of clients through effectively relationship management.**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- Oversee and lead the management, development and growth of the portfolio by identifying opportunities to amplify existing and grow new portfolio of clients through effectively relationship management.**Requirements**:

- Relevant tertiary qualification
- FAIS compliant /RE qualification
- Related Insurance qualification preferred
- At least 5 years’ experience in client services and operations within an insurance/ financial service environment
- At least 5-7 years relevant role experience in a Portfolio Manager role
- At least 3 years’ experience in a leadership capacity
- Strong financial acumen and thorough understanding on relevant regulatory and compliance requirements
- Cell captive insurance model experience will be an advantageous

**Duties & Responsibilities**
- Maintain relationships with all relevant clients/ stakeholders within assigned portfolio
- Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets
- Enhancing and sustaining Guardrisk image and presence.
- Distributing and discussing statistical information.
- Providing prompt authorisation of claim payments.
- Resolve client queries when escalated
- Re-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing needs of the client.
- Evaluating client’s needs and requirements to enhance cross selling of other Guardrisk products.
- Manage the renewal process with broker/client.
- Ensuring all documentation pertaining to the insurance programme /facility is in place
- Developing and expanding the portfolio with ongoing prospect pipeline through liaison within the greater business, broker/ client relationship.
- Achieving a targeted annual new business budget for portfolio
- Oversee the introduction of new clients and new insurance structures.
- Creating and maintaining business relationships to ensure new business growth of both income and clients.
- Dealing with Financial Managers, Financial Directors, Risk Managers at client EXCO level.
- Building and maintaining relationships at client/ broker and interdepartmental levels.
- Liaising with Underwriting, Finance, Actuarial, Claims departments.
- Attending product launches when required.
- Discussing and finalising client requirements in respect of pricing, cost and income structure.
- Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures.
- Complying and managing new business take-on procedures
- Understand client financials and identify potential issues
- Fully accountable for budgeting and forecasting for portfolio
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Liaising with the technical review teams.
- Advising technical review teams of all pertinent information prior to each review.
- Providing input into the development of the annual review plan.
- Setting up review meetings with clients in consultation with technical review teams.
- Delivering completed review reports to clients and following up and tracking of the implementation of proposed actions.
- Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
- Positively influence and manage change and offer specialist support where required.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
- Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
- Take ownership for driving career development
- Maintaining CSA (monthly) questions through the risk management system
- Attending monthly Operational meetings with Portfolio manager(s) or delegate accordingly
- Assisting Executive with Divisional reporting and deputise when required.
- Maintaining prospects list and report back on divisional issues.
- Monthly budget review and reporting on variances and new business targets

**Competencies**
- Business acumen
- Collaborative
- Good networking skills
- Stakeholder Commitment