Portfolio Manager

**Introduction**
- To maintain and grow an existing portfolio of clients through relationship management and product development. Management of Risk by following agreed sound underwriting principles. Assist in setting team strategy and goals.

**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.

**Role Purpose**
- To maintain and grow an existing portfolio of clients through relationship management and product development. Management of Risk by following agreed sound underwriting principles. Assist in setting team strategy and goals.

**Requirements**:

- Relevant completed tertiary qualification (commerce, e law)
- FAIS representative
- At least 7 years’ experience in guarantees and operations within an Insurance services environment
- At least 5-7 years business management experience
- Knowledge of the risk finance business

**Duties & Responsibilities**

**Growth of CRS portfolio and maintaining existing clients**
- Retention and growth of the CRS portfolio
- Introduction and implementation of new CRS products
- Implementing Underwriting standards within CRS
- Managing the Underwriting Methodology
- Assisting with the CRS Claims, claims mitigation, salvage and recovery process
- Setting of the budget and review the performance versus forecast from time to time
- Navigating and growing complex cell captive and contingency policy clients

**Client Relationship Management**
- Assessing existing and potential clients’ financial statements
- Performing reference and credit checks for existing and potential clients
- Liaising between brokers, re-insurers and other stakeholders
- Overseeing of the general upkeep of clients’ facilities and the clients’ facility renewal process
- Pro-actively and responsibly pursue relevant growth opportunities that would allow the group to achieve its strategic targets and objectives
- Ensuring that existing relationships with brokers and other role players are strengthened and built on a continuous basis and that new relationships are established to support the growth plans of the company
- Build, maintain, repair and continuously strengthen all relationships with the group’s product, reinsurance as well as broker partners
- Ensure that all regular interactions with any of the group’s reinsurance, broker or product partners are done at the highest possible level of professionalism
- Stay abreast of developments in the markets and pro-actively identify new product, market, broker or other growth opportunities
- Ensure that at all times the company’s brand, positioning and marketing profile is optimised and that the company’s reputation is in so doing continuously enhanced
- Stay abreast of developments in the global alternative risk finance & related insurance markets and any regulatory developments affecting the industry
- Faithfully and conscientiously serve the interests of the group and pay attention to the performance of their duties
- Use their best endeavours, skill and knowledge to promote the welfare of the group, assist to meet the group’s objectives and adhere to the group’s policies
- To devote the whole of their time and attention during normal business hours in performing their duties under this agreement
- Maintain a professional relationship with all customers, suppliers and trade connections of the group with a view to maintaining and improving the group’s reputation and goodwill
- Shall at all times act in the best interests of the group
- Faithfully and diligently perform such duties and exercise such powers as may from time to time be assigned to them by the Head, even though such may not ordinarily fall within the scope of the duties relevant to the position occupied by the employee
- Comply with all the reasonable and lawful orders of the Head, Executive and / or board and with all the group’s rules, regulations, policies and procedures from time to time in force

**Administration and Bookkeeping**
- Following up on unresolved payments, extension invoices and general debtor management
- Reconciliations in the form of bordereaux payments as well as month end
- Compiling information in order to renew and update clients’ facilities
- Confirming that payments of premium are up to date
- Liaising with clients’ banks in order to confirm that policies are place

**Competencies**
- Business Acumen
- Client/ Stakeholder Commitment
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness