Portfolio Manager: Corporate Insurance Solutions (UMA)

Be Different Sa (Pty) Ltd; Gauteng; Presencial; ZAR 900 000 - 1 250 000; Tempo integral

Resumo da oferta

Be Different Sa (Pty) Ltd is seeking a Portfolio Manager: Corporate Risk Solutions in Sandton to grow an existing client portfolio through relationship management and product development. UMA experience is essential.

You will assess risks, determine premiums and policies, administer policies, and manage broker and insurer relationships, working with specialist insurance products. Salary is confidential and discussed during interview.

Qualificações

• BCom required.
• Microsoft Office proficiency required.
• 4–6 years general business and insurance experience.
• Short-term experience & UMA experience non-negotiable.
• Knowledge of Insurance and related industry.
• Project management experience considered a plus.
• FAIS compliance preferred.
• Analytical thinking and attention to detail required.
• Results and solutions focus with drive and energy.
• Self-management including planning, prioritising and time management.
• Visibility and impact including professional presentation.
• Strong communication skills.
• Customer service orientation.
• Relationship building and interpersonal sensitivity.
• Teamwork.
• Business and financial acumen.

Responsabilidades

• Develop and grow an existing portfolio of clients through relationship management and product development.
• Interpret financial statements and actuarial data; discuss budgets; manage client portfolios.
• Maintain and grow portfolio profitability; present status reports and statistics.
• Coordinate with brokers, clients and internal teams to meet client needs.
• Drive cross-selling of other products and services.
• Manage renewal processes with brokers and clients.
• Ensure documentation for the insurance programme is complete and compliant.

Conhecimentos

UMA experience

Short-term experience

Microsoft Office

Analytical thinking

Time management

Communication

Relationship building

Customer service

Teamwork

Business acumen

Financial acumen

Project management

FAIS compliance

Formação académica

BCom

Descrição da oferta de emprego

Be Different Sa (Pty) Ltd is seeking a Portfolio Manager: Corporate Risk Solutions in Sandton to grow an existing client portfolio through relationship management and product development. UMA experience is essential.

You will assess risks, determine premiums and policies, administer policies, and manage broker and insurer relationships, working with specialist insurance products. Salary is confidential and discussed during interview.