Portfolio Account Manager - Temporary

Allianz Trade; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A reputable insurance organization is seeking a Portfolio Account Manager - Temporary in Johannesburg. This role involves coordinating client activities, managing relationships, and achieving portfolio targets. Candidates should possess expertise in Trade Credit Insurance and relevant experience in portfolio management. The position offers a dynamic working environment with opportunities for growth and a collaborative culture.

Benefits

Dynamic and multinational working environment

Opportunity for on-the-job learning and professional training

Flexible working hours and possibility of working from home

Qualifications

• Deep expertise in Trade Credit Insurance, single risk and supply chain markets.
• Proven ability to deliver results and build trusted relationships.
• Able to handle multiple tasks in high volume and work under tight deadlines.

Responsibilities

• Coordinate all activities of assigned client's portfolio cross functionally.
• Follow up the entire cycle from prospect to policy issuance.
• Engage in complex negotiations supporting the Distribution team.

Skills

Trade Credit Insurance expertise

Business acumen

Project management

Negotiation skills

Organizational skills

Problem-solving skills

Basic awareness of AI technologies

Education

Bachelor or Diploma in Finance Banking or Risk Management

Tools

MS Office (particularly advanced Excel)

Job description

Portfolio Account Manager - Temporary

Join to apply for the Portfolio Account Manager - Temporary role at Allianz Trade

You will be based in our Johannesburg office, within the Commercial Team Department

About The Job

Coordinate all activities of assigned client's portfolio (cross functionally)

Educate the client and support their credit management

Reach targets of portfolio and quality

Develop effective renewal strategy in line with marketing plan and commercial underwriting

Follow up the whole cycle internally / externally from full collection of Prospect / Client and data to issue policy

Identify cross-and-up-selling opportunities

Allocate and communicate risk underwriting actions, escalating where necessary

Take personal responsibility for the implementation of group-wide quality of service standards

Service customers based on guidelines of Operational Manual

Interact closely with other core functions (i.e., Credit, Claims, PA)

Review and actively monitor policies underwritten to protect profitability

Detail checklist for structuring of complex contractual agreements with customers

Visit and follow up on customer's needs, including negotiation of renewals

Engage personally in complex negotiations supporting Distribution team

Specify guidelines for development and / or adjustment of new products from underwriting perspective

Escalate to local top management or region according to needs and authorities

Required Skills and Experience

Deep expertise in Trade Credit Insurance, single risk and supply chain markets, with a solid understanding of sector dynamics.

Strong business acumen and a thorough knowledge of policy terms, coverages and products, with the ability to adapt solutions to evolving customer needs.

Must have an excellent project management and negotiation skills, with a proven ability to deliver results and build trusted relationships with CFOs and Credit Managers.

Be an effective communicator, be able to collaborate across functions and interact confidently at all levels of the organization.

Excellent organizational skills and attention to detail

Team player, honest, ability to convince others, very good problem-solving skills

Ability to handle multiple tasks in high volume

Ability to work under pressure and tight deadlines

Looking for candidates who possess a basic awareness of Artificial Intelligence technologies and are enthusiastic about learning and integrating AI into everyday business processes

What You Bring

Educational requirements : Bachelor and / Diploma in Finance Banking or Risk Management specialization

Minimum Of 3-5 Years' Experience In Portfolio Management

Functional knowledge

Extended knowledge of banking / financial services sector and market knowledge

Proficient in IT Systems / Software : MS Office; particularly MS Excel (advanced level)

Language: EN advanced level (reading and writing skills) is required

What We Offer

Dynamic and multinational working environment.

Opportunity to learn and grow- on the job as well as language or professional training.

Open company culture, flexible working hours / possibility of working from home.

Our Values

Customer and Market Excellence : Unwavering commitment and expertise to provide maximum support to those who rely on us.

Collaborative Leadership : Valuing people, promoting a culture of feedback and collective well-being.

Entrepreneurship : Anticipating trends and taking risks in an environment that fosters innovation and responsibility.

Trust : Acting with integrity, honoring commitments, promoting diversity and inclusion, and acting transparently for corporate social responsibility

Legal & EEO Statement

At Allianz, we are committed to ensure a fair hiring process and minimize unconscious bias during the screening phase.

At this regard, we ask each candidate to submit their resume including only the essential information for an objective and transparent assessment of skills and experience.

For example, it's preferable to omit the photo or the city of residence before submitting the CV.

We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

Great to have you on board.

Let's care for tomorrow.