Portfolio Manager: UMA

Telesure Investment Holdings (TIH); Johannesburg; On-site; ZAR 450,000 - 650,000; Full time

Job summary

Telesure Investment Holdings (TIH) is seeking an individual to manage portfolios and drive profitability through relationship building and risk management in Johannesburg, South Africa. The successful candidate will engage with stakeholders, oversee project delivery, and ensure effective underwriting and claims management.

Ideal candidates should have a Grade 12 or equivalent, along with essential qualifications in product knowledge and short-term insurance. The position offers an opportunity to enhance personal capabilities and develop professionally.

Qualifications

• Grade 12 or equivalent is essential.
• RE5 and Class of Business product knowledge are essential.
• Minimum NQF Level 4 with 120 credits is advantageous.

Responsibilities

• Plan and manage project delivery with assurance of outcomes.
• Review and underwrite new business and renewals.
• Investigate claims and determine liability.
• Build relationships with intermediaries.
• Engage with stakeholders across the value chain.
• Contribute to reporting strategies for management.
• Set performance objectives for self and team.
• Implement innovation processes for continuous improvement.
• Execute internal communication plans.
• Monitor sales and market data for business development.

Skills

Portfolio Management

Underwriting Management

Insurance Claims Management

Stakeholder Engagement

Data Collection & Analysis

Performance Management

Continuous Improvement

Internal and External Communications

Business Development

Education

Grade 12/ SAQA Accredited Equivalent

Short-term insurance qualification / Higher Diploma

Job description

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. Knowledge of reinsurance and facultative placements.
• 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: 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 translate 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 / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.
• Continuous Improvement: Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered on existing products, systems and processes.
• Internal and External Communications: Execute a communications plan within established internal communication systems and procedures. Send Communications to Exco or senior management on project tracking and problems to gain buy‑in for changes to processes and procedures.
• Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in‑depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
• Business Development: Monitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.

Education

• Grade 12/ SAQA Accredited Equivalent (Essential); RE5 and Class of Business – product knowledge (Essential).
• Minimum NQF Level 4 credits of 120; Short‑term insurance qualification / Higher Diploma or equivalent business‑related qualification (Advantageous).