Portfolio Manager: Corporate Risk Solutions

Be Different Sa (Pty) Ltd; Gauteng; On-site; ZAR 650,000 - 1,000,000; Full time

Job summary

Be Different Sa (Pty) Ltd in Sandton, Gauteng, seeks a Portfolio Manager: Corporate Risk Solutions to grow an existing portfolio of clients through relationship management and product development.

The role focuses on leveraging financial acumen, presenting solutions, and driving cross-sell opportunities while managing client relationships and coordinating with brokers.

Qualifications

• BCom degree required.
• Microsoft Office proficiency required.
• 4 - 6 years general business and insurance experience.
• Short Term Experience & UMA Experience (Not Negotiable).
• Knowledge of Insurance and industry.
• Project Management is ideal.
• FAIS Compliant is preferable.
• Analytical thinking and attention to detail.
• Results and solution focused (drive, energy and follow-through).
• Self-management (planning, prioritizing and time management).
• Visibility and Impact (professional presentation).
• Communication.
• Relationship building (listening and interpersonal sensitivity).
• Teamwork.
• Business and Financial Acumen.

Responsibilities

• Develop Existing Portfolio of Clients: Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship.
• Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets.
• Developing the business image and presence.
• Identifying opportunities to maintain and grow the portfolio.
• Conducting meetings with clients.
• Distributing and discussing statistical information.
• Checking and forwarding financial statements to client.
• 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 products.
• Participating in renewal process with broker / client.
• Ensuring all documentation pertaining to the insurance programme facility is in place.

Skills

Relationship management

Product development

Short Term Experience

UMA Experience

Insurance knowledge

Project Management

Analytical thinking

Results oriented

Self-management

Visibility and presentation

Communication

Relationship building

Teamwork

Business and Financial Acumen

Education

BCom

Tools

Microsoft Office

Job description

Our client, a Sandton-based organization that delivers risk solutions within the insurance sector is seeking a Portfolio Manager: Corporate Risk Solutions to grow an existing portfolio of clients through relationship management and product development.

Please Note: Salary is confidential - to be discussed during interview process

In order to be considered the following is required:

• BCom
• Microsoft Office
• 4 - 6 years general business and insurance experience
• Short Term Experience & UMA Experience (Not Negotiable)
• Knowledge of Insurance and industry
• Project Management (ideal)
• FAIS Compliant (preferable)
• Analytical thinking and attention to detail
• Results and solution focused (drive, energy and follow-through)
• Self-management (planning, prioritizing and time management)
• Visibility and Impact (includes professional presentation)
• Communication
• Relationship building (includes listening and interpersonal sensitivity)
• Teamwork
• Business and Financial Acumen

Responsibilities:

Develop Existing Portfolio of Clients:

• Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship
• Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets
• Developing the business image and presence
• Identifying opportunities to maintain and grow the portfolio
• Conducting meetings with clients
• Distributing and discussing statistical information
• Checking and forwarding financial statements to client
• 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 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
• Developing new products and new insurance structures
• 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, broker and inter-departmental levels
• Liaising with underwriting, finance, actuarial, claims departments
• Discussing and finalising product specifications
• 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 the business products and services
• Following-up on inquiries and queries
• Sourcing potential client and products
• Complying with new business take-on procedures

Administration:

• Maintaining CSA (monthly) questions through the CURA Risk Management System
• Attending monthly operational meeting
• Administrating client files
• Maintaining weekly prospects list and report back on divisional issues
• Monthly budget review and reporting on variances and new business targets

Information displayed above not limited to advertisement

Please consider your application as unsuccessful if you have not received a response within 14 days of submitting your application.

Portfolio Manager: Corporate Risk Solutions • Sandton, Gauteng, ZA