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Portfolio Manager
2 weeks ago
Role Purpose
To maintain and grow an existing portfolio of clients through relationship management, financial process efficiencies and new business acquisition.
Requirements
Qualifications
Relevant tertiary qualification BCom Accounting
FAIS compliant
Related Insurance qualification (NQF4)
Experience
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 and 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
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
Work closely with finance Executives to ensure all client financials are accurate and reinsurance is paid timeously.
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