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Portfolio & Affinity Manager
2 weeks ago
We are seeking a talented individual to join our
Consumer & Commercial division
at
Marsh
. This role will be based in
Durban
hybrid and has a requirement of working at least three days a week in the office.
We will count on you to:
- Responsible for managing the overall regional portfolio from a performance perspective i.e. renewal increases, organic growth, retention strategy and overall client service
- Responsible for regional Commercial sales strategy and budget
- Responsible for implementation of the growth strategy of Affinity Schemes and Commercial within the region
- Ensure operational efficiency through implementation of the approved T.O.M
- Collaborate with the C&C Manco to deliver on C&C targets and objectives
- Identify opportunities for the region through effective internal and external collaboration
- Responsible for determining renewal increases for the regional commercial book
- Ensure that all renewals are done timeously by the Regional Portfolio Client Executives
- Manage, support, train, coach and motivate Regional Portfolio Client Executives
- Set annual budgets and manage Region within these budgets
- Responsible for financial reporting (budget and forecasting)
- Expanded Business: Participate effectively in cross selling / upselling initiatives to assist the C&C Division to meet expanded sales targets and retention of clients
- Develop retentions strategy to ensure effective retention of clients by Regional Portfolio Client Executives
- Ensure that the Regional Portfolio Client Executives adhere to escalation and complaints SLAs
- Foster sound working relationships with other functional business units, Insurers, administrators and Sales
- Adhere to all Marsh compliance policies, business practices and training requirements
What you need to have:
- Minimum 1-3 years management experience
- Minimum 5-10 years' appropriate experience in the commercial client service environment (3 years Commercial Insurance Brokerage experience)
- Minimum 2 years' experience in Specialist markets e.g. Specialist liabilities, Marine etc.
- Proven Technical understanding of classes in mid-market insurance environment i.e. Personal Lines, Commercial, Specialist and Affinity Insurance Solutions
- Relevant insurance qualification e.g. ACII / HCII or Fellowship
- A 3-year degree is preferable
- Must be FAIS compliant with relevant commercial FAIS Credits as per DOFA
- Mathematical and computer literacy (MS Office, specifically strong Excel and PowerPoint skills)
- Proficient in Excel, word and power point
- Must have a valid driver's licence and a car
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are also committed to providing reasonable support to any candidate with a disability to allow them to fully participate in the recruitment process. We welcome candidates to contact us at to discuss any specific needs.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
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