Portfolio Manager: Corporate Risk Solutions

Be Different; Sandton; On-site; ZAR 400,000 - 600,000; Full time

Job summary

Be Different in South Africa seeks a seasoned professional to manage and expand our client portfolio within the insurance sector. You will develop an ongoing prospect pipeline, interpret financial statements and actuarial data, and drive opportunities to grow income and client base.

You will coordinate product offerings, pricing, and documentation, attend client meetings, and renewals, while ensuring strict adherence to regulatory and internal processes.

Qualifications

• BCom is required.
• Microsoft Office proficiency is required.
• 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
• Customer service orientation
• Relationship building (listening and interpersonal sensitivity)
• Teamwork
• Business and Financial Acumen

Responsibilities

• Develop 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.
• Attending product launches.
• 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.
• Tracking renewals per portfolio.
• Managing delivery against deadlines i.e. budgets, forecasts, projects deliverables, financials, actuarial deadlines

Skills

Analytical thinking

Attention to detail

Communication

Customer service orientation

Relationship building

Teamwork

Business and Financial Acumen

Project Management

Knowledge of Insurance industry

Short Term Experience & UMA experience

Results and solution focused

Self-management

Visibility and Impact

Education

BCom

Tools

Microsoft Office

Job description

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


• Customer service orientation


• 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


• Attending product launches


• 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


• Tracking renewals per portfolio


• Managing delivery against deadlines i.e. budgets, forecasts, projects deliverables, financials, actuarial deadlines