Portfolio Manager

**Introduction**

To maintain and grow an existing of clients through relationship management, financial process efficiencies and new business acquisition.

**Role Purpose**

To maintain and grow an existing portfolio of clients through relationship management, financial process and new business acquisition.

**Requirements**:
**Minimum Qualification**
- Relevant tertiary qualification (CA preferable)
- FAIS compliant
- Related Insurance qualification (preferred)

**Minimum Experience**
- Min 5 years’ experience in client services and operations within an Insurance services environment
- 5 years business management experience
- Knowledge and experience of the financial services or insurance industry
- Cell Captive Insurance Model experience will be an advantage.

**Duties & Responsibilities**

Develop Existing Portfolio of Clients
- Developing an ongoing prospect pipeline through liaison within the greater business, 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 and discussing pertinent business risks and develop/enhance solutions accordingly.
- Distributing and discussing statistical information.
- Checking and forwarding financial statements to clients.
- 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.
- Ensuring all documentation pertaining to the insurance programme /facility is in place.

**Develop New Prospects and Products**
- Achieving a targeted annual new business budget.
- 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, and interdepartmental levels.
- Liaising with Underwriting, Finance, Actuarial, Claims departments.
- 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.
- Complying with new business take-on procedures.

**Conduct Client Reviews**
- 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.

**Administration**
- Maintaining CSA (monthly) questions through the CURA Risk Management System
- Attending monthly Operational meeting.
- Travel to clients and/or prospects where required.
- Administrating client files.
- Assisting Executive with Divisional reporting and where required, provide the necessary support.
- Maintaining monthly prospects list and report back on divisional issues.
- Monthly budget review and reporting on variances and new business targets
- Work closely with finance Executives to ensure all client financials are accurate and reinsurance is paid timeously
- Tracking renewals for their portfolio.
- Monthly reporting back to the Executive on the above mentioned items.
- Managing delivery against deadlines, i.e. budgets, forecasts, projects

**Competencies**
- Ability to work under pressure.
- Planning and Organising
- Good communication skills.
- Numerical Skills
- Initiative
- Building Relationships.
- Ability to work independently