Portfolio & Affinity Manager

Marsh Mclennan; Durban; On-site; ZAR 100 000 - 140 000; Full time

Job summary

A leading global insurance broker in Durban is seeking a talented individual for a management role within their Consumer & Commercial division. The ideal candidate will manage the regional portfolio, implement growth strategies, and ensure operational efficiency. Requirements include 1-3 years of management experience and 5-10 years in commercial client services. The role offers a hybrid working model, emphasizing both in-office and remote collaboration.

Qualifications

• Minimum 1-3 years management experience.
• Minimum 5-10 years in the commercial client service environment.
• Proven technical understanding of classes in mid-market insurance.

Responsibilities

• Manage regional portfolio from a performance perspective.
• Implement the growth strategy of Affinity Schemes.
• Ensure operational efficiency through implementation of approved strategies.

Skills

Project / Program Management

Credit Analysis

Pricing

Financial Analysis

Budgeting

Education

Relevant insurance qualification e.g. ACII / HCII or Fellowship

A 3-year degree

Tools

MS Office (Excel, PowerPoint)

Job description

Company

Marsh

Description

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.

Responsibilities

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 drivers licence and a car

Company Overview

Marsh a business of Marsh McLennan (NYSE : MMC) is the worlds 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 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.

EEO Statement

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.

Hybrid Working Policy

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.

Position Details

Required Experience : Manager

Key Skills : Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary : 1 - 3