Senior Portfolio Manager

1 week ago

Sandton, South Africa Guardrisk Full time

**Introduction**

To maintain and grow an existing portfolio of clients through relationship management and product development.

**Role Purpose**

To maintain and grow an existing portfolio of clients through relationship management and product development.

**Requirements**:

- Relevant tertiary qualification
- FAIS compliant
- Related Insurance qualification (preferred)
- At least 5 years’ experience in client services and operations within an Insurance services environment
- At least 5-7 years business management experience
- Knowledge of the financial services or insurance industry
- Cell Captives Insurance Model experience will be an advantage
- Must have presentation skills and have experience of presenting proposals to senior people
- Must be proficient in Microsoft
- Must be willing to travel in and around South Africa

**Duties & Responsibilities**
- Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship
- Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets
- Developing Guardrisk image and presence
- Identifying opportunities to maintain and grow the portfolio
- Conducting meetings with clients
- Distributing and discussing statistical information
- Checking and forwarding financial statements to client
- Designing and preparing status reports
- Providing prompt authorisation of claim payments
- Dealing with client queries
- 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
- Participating in renewal process with broker/client
- Achieving a targeted annual new business budget
- Developing new products 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
- Discussing and finalising product specifications
- Finalising pricing, cost and income structure
- Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures
- Compiling and managing budget
- Marketing Guardrisk products and services
- Following-up on inquiries and queries
- Sourcing potential client and products
- Setting up review meetings with clients in consultation with technical review teams
- Maintaining CSA (monthly) questions through the CURA Risk Management System
- Maintaining weekly prospects list and report back on divisional issues

**Competencies**
- Business acumen
- Collaborative
- Negotiation skills
- Innovative

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