PORTFOLIO MANAGER: CRS

To grow an existing portfolio of clients through relationship management and product development.

Qualifications 

• B.Com
• Microsoft office
• Project management (ideal)
• FAIS compliant (preferable)

Experience 

• 4-6 Years general business and insurance experience
• Knowledge of Insurance and industry

Competencies

• Analytical Thinking & Attention to Detail
• Results and Solution Focused (Drive, Energy and Follow-through)
• Self-management (planning, prioritising 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

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 company 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 the company 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 interdepartmental 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 company 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.
• Weekly reporting back to the Executive on the above mentioned items.
• Managing delivery against deadlines, i.e. budgets, forecasts, projects deliverables, financials, Actuarial deadlines.