Portfolio Manager Mining Rehab at Guardrisk

Role Purpose

• To maintain and grow an existing portfolio of clients through relationship management, financial process efficiencies and new business acquisition.

Requirements

• Relevant tertiary qualification B.Comm/B.Comm Accountiing
• FAIS compliant
• Related Insurance qualification (preferred)
• At least 5 years’ experience in client services and operations within an Insurance services environment
• At least 5 years business management experience
• Knowledge and experience of the financial services or insurance industry
• Cell Captive Insurance Model experience will be an advantage

Duties & Responsibilities

• Developing an ongoing prospect pipeline through liaison within the greater business, client relationship
• Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets
• Developing Guardrisk image and presence
• Identifying opportunities to maintain and grow the portfolio
• Conducting meetings with clients and discussing pertinent business risks and develop/enhance solutions accordingly
• Distributing and discussing statistical information
• Checking and forwarding financial statements to clients
• 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 Guardrisk products
• Participating in renewal process with broker/client
• Ensuring all documentation pertaining to the insurance programme /facility is in place
• Achieving a targeted annual new business budget
• 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, and interdepartmental levels
• Liaising with Underwriting, Finance, Actuarial, Claims departments
• 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 Guardrisk products and services
• Following-up on inquiries and queries
• Sourcing potential client and products
• Liaising with the technical review teams
• Advising technical review teams of all pertinent information prior to each review
• Providing input into the development of the annual review plan
• Setting up review meetings with clients in consultation with technical review teams
• Maintaining CSA (monthly) questions through the CURA Risk Management System
• Attending monthly Operational meeting
• Travel to clients and/or prospects where required
• Administrating client files
• Assisting Executive with Divisional reporting and where required, provide the necessary support
• Maintaining monthly prospects list and report back on divisional issues
• Monthly budget review and reporting on variances and new business targets
• Tracking renewals for their portfolio
• Monthly reporting back to the Executive on the above mentioned items
• Managing delivery against deadlines, i.e. budgets, forecasts, projects
• Work closely with finance Executives to ensure all client financials are accurate and reinsurance is paid timeously

Competencies

• Collaboration 
• Business acumen 
• Leads Change and Innovation
• Client/ Stakeholder Commitment