Portfolio Manager_Renasa

Telesure Investment Holdings; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Pretoria seeks a professional to manage portfolios and enhance relationships with stakeholders. The role encompasses risk management, building and maintaining partnerships, and overseeing insurance claims. The ideal candidate will have expertise in portfolio management and reinsurance. Joining this dynamic team means engaging in meaningful work that impacts profitability and operational efficiency.

Qualifications

• Knowledge of reinsurance and facultative placements.

Responsibilities

• Manage portfolios and business partners into profitability.
• Build and maintain relationships with stakeholders.
• Monitor progress to meet deadlines and targets.
• Investigate and evaluate insurance claims.
• Contribute to reporting strategies and templates.

Skills

Portfolio Management

Stakeholder Engagement

Data Analysis

Relationship Building

Risk Management

Job description

Overview

Join TIH, home to some of South Africa's leading financial service providers, and grow your career while being part of an organisation with purpose.

Job Purpose Plan, initiate, grow and manage portfolios and business partners into profitability through relationship building and risk management.

Lead and guide the work of specialists and serve as the liaison with Senior Managers and Executives to identify business needs to design and describe solutions that can deliver value.

Monitor progress to assure deadlines, standards, and cost targets are met.

Responsibilities

Portfolio Management Plan and manage the delivery of projects within an area of professional expertise, using an appropriate project management methodology to give assurance that intended outcomes are achieved.

Underwriting Management Review, rate and underwrite assigned new business and renewal cases within prescribed authority level, escalating unusual or complex cases to senior colleagues where appropriate.

Insurance Claims Management Investigate the circumstances of claims and the nature and extent of clients' losses.

Review and evaluate information gathered using own subject‑matter expertise, and examine additional evidence provided by specialist investigators or subject‑matter experts to determine the extent of liability.

Intermediary Management Build and maintain relationships with intermediaries while also helping senior colleagues.

Stakeholder Engagement Engage, and build relationships, with stakeholders across the value chain.

Facilitate meetings with large groups of stakeholders.

Work with front‑end, back end developers, marketing, sales, service departments to ensure a holistic management of deliverables.

Engage with third‑party suppliers or providers to deploy new technology and review and execute the deliverables.

Data Collection & Analysis Gather project data and report on the state of the performance of the portfolio.

Insights and Reporting Contribute to the design and creation of reporting strategies and templates for Exco and senior management.

Lead execution of complex reports to provide a performance overview for the key portfolios.

Identify and interpret complex patterns and trends, and translating those insights into actionable recommendations.

Performance Management Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organisation's performance management systems to improve personal performance.

Manage and report on team performance; set appropriate performance objectives for direct reports or project /

Qualifications

Knowledge of reinsurance and facultative placements.