Role Purpose\u00a0\u00a0 \u00a0<\/p>\n
\tUnderstands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of Guardrisk.<\/p>\n
Requirements\u00a0\u00a0 \u00a0
\nMinimum Qualifications<\/p>\n
\tRelevant tertiary qualification.
\n\tFAIS compliant \/ RE qualification.
\n\tRelated Insurance qualification preferred.<\/p>\n
Minimum Experience<\/p>\n
\tMinimum 5 years\u2019 experience in client services and operations within an insurance\/ financial service environment.
\n\tMinimum 5-7 years relevant role experience in a Portfolio Manager role.
\n\tAt least 3 years\u2019 experience in a leadership capacity.
\n\tStrong financial acumen and thorough understanding on relevant regulatory and compliance requirements.
\n\tCell captive insurance model experience will be advantageous.<\/p>\n
Duties & Responsibilities\u00a0\u00a0 \u00a0
\nClient relationship \u2013 Manage existing portfolio of Clients<\/p>\n
\tApply deep insight\/ acumen regarding current market dynamics to effectively manage healthy client relationships of existing portfolio.
\n\tMaintain relationships with all relevant clients\/ stakeholders within assigned portfolio.
\n\tUsing financial acumen to interpret financial statements, actuarial data and ability to deal with budgets.
\n\tEnhancing and sustaining Guardrisk image and presence.
\n\tDistributing and discussing statistical information.
\n\tProviding prompt authorisation of claim payments.
\n\tResolve client queries when escalated.
\n\tRe-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing needs of the client.
\n\tEvaluating client\u2019s needs and requirements to enhance cross selling of other Guardrisk products.
\n\tManage the renewal process with broker\/client.
\n\tEnsuring all documentation pertaining to the insurance programme \/facility is in place<\/p>\n
Client relationship \u2013 Identify and execute on new prospects<\/p>\n
\tDeveloping and expanding the portfolio with ongoing prospect pipeline through liaison within the greater business, broker\/ client relationship.
\n\tAchieving a targeted annual new business budget for portfolio.
\n\tOversee the introduction of new clients and new insurance structures.
\n\tCreating and maintaining business relationships to ensure new business growth of both income and clients.
\n\tDealing with Financial Managers, Financial Directors, Risk Managers at client EXCO level.
\n\tBuilding and maintaining relationships at client\/ broker and interdepartmental levels.
\n\tLiaising with Underwriting, Finance, Actuarial, Claims departments.
\n\tAttending product launches when required.
\n\tDiscussing and finalising client requirements in respect of pricing, cost and income structure.
\n\tCo-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures.
\n\tComplying and managing new business take-on procedures.<\/p>\n
Financial Management<\/p>\n
\tUnderstand client financials and identify potential issues.
\n\tFully accountable for budgeting and forecasting for portfolio.
\n\tControl the budget for area, including the authorisation of expenditures and implementation of financial regulations.
\n\tManage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
\n\tIdentify solutions to enhance cost effectiveness and increase operational efficiency.
\n\tInvestigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.<\/p>\n
Client Reviews Process<\/p>\n
\tLiaising with the technical review teams.
\n\tAdvising technical review teams of all pertinent information prior to each review.
\n\tProviding input into the development of the annual review plan.
\n\tSetting up review meetings with clients in consultation with technical review teams.
\n\tDelivering completed review reports to clients and following up and tracking of the implementation of proposed actions.<\/p>\n
People Management<\/p>\n
\tBuild strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
\n\tContinuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
\n\tPositively influence and manage change and offer specialist support where required.
\n\tContribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
\n\tParticipate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
\n\tTake ownership for driving career development.<\/p>\n
Administration<\/p>\n
\tMaintaining CSA (monthly) questions through the risk management system.
\n\tAttending monthly Operational meetings with Portfolio manager(s) or delegate accordingly.
\n\tAssisting Executive with Divisional reporting and deputise when required.
\n\tMaintaining prospects list and report back on divisional issues.
\n\tMonthly budget review and reporting on variances and new business targets.<\/p>\n
Deadline:17th May,2026<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"Guardrisk","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[11],"job-types":[12],"class_list":{"0":"post-35621","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"job_listing_region-gauteng","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/35621","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=35621"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=35621"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=35621"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}