Assistant Portfolio Manager

Bellville, WC, ZA, South Africa

Job Description

Introduction


Guardrisk is the undisputed market leader in cell captive insurance and risk solutions. We are renowned for our innovative approach to cell captive structures and other alternative risk transfer solutions for our clients. Guardrisk offers clients custom designed cover and is registered in South Africa as an insurer for all statutory classes of non-life and life insurance business.



Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.


Role Purpose


Development and implementation of Guadrisk's strategic initiatives.



Requirements


Post Matric Qualification

Computer Literacy (MS Word, Outlook and Excel)



FAIS Representative



3 years' experience in a similar role





Duties & Responsibilities


Prepare draft guarantee wordings

Prepare draft policy wordings



Prepare draft endorsements



Preparing new guarantee packs for signature



Processing of signed guarantee pack



Getting policy wordings signed at underwriting



Arranging for delivery/collection of new guarantees



Keeping guarantee register up to date



Keeping CIMS up to date



Initial fielding of statement queries (passing them onto finance)



Setting up meetings with current clients



Setting up monthly service meeting with brokers



Setting up meetings with prospective clients



Sending out monthly statements



Sending out monthly invoices



Requesting various documents from prospective or existing clients who are looking for new guarantees



Keeping guarantee registers updated



Initiation of policy renewal





Competencies


Attention to Detail

Ability to work under pressure



Teamwork



Good communication Skills



Good interpersonal skills



Time Management

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Job Detail

  • Job Id
    JD1554740
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Bellville, WC, ZA, South Africa
  • Education
    Not mentioned