Portfolio Manager: CRS

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

POSITION INFO:
MAIN OUTPUTS AND RESPONSIBILITIES FOR THIS POSITION 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. 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