Job Description

Closing Date 2023/09/19
Reference Number MMH230829-1
Referral Platform URL
Job Title Portfolio Manager
Position Type Permanent
Role Family Sales
Cluster Guardrisk
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Sandton
Introduction

To market Guardriskxe2x80x99s Life products and services to existing and prospective clients and to provide after-sales service to existing clients.
Role Purpose

To market Guardriskxe2x80x99s Life products and services to existing and prospective clients and to provide after-sales service to existing clients.
Requirements

• Matric.

• Relevant tertiary degree and/or Insurance qualification. (Marketing team consists of individuals with various technical skills such as actuaries, attorneys, accountants.).

• Candidate will be required to obtain an RE5 designation.

• 2-4 years experience in the insurance and finacial services industries.

Duties & Responsibilities

The work will consist of the following main functions:

• Marketing Guardrisk Life to prospective new clients.

• Managing third-party cell captives, where products include amongst others funeral (individual and group), individual life and disability, credit life and investment products. The responsibilities include:

• Ensuring effective management of various stakeholders in the insurance value chain (cell owners, binder holders, intermediaries, consultants, reinsurers, administrators)

• Reviewing cellsxe2x80x99 financials and managing revenue streams

• Facilitating reinsurance renewals via the reinsurance department

• Ensuring compliance with market conduct standards and relevant legislative requirements

• Ensuring that legal contracting is correct, up to date and in place

• Tending to client queries

• Marketing and cross selling of Guardrisk Lifexe2x80x99s products and services to existing clients.

• Assisting clients with product development for third-party risks.

• Setting up internal processes for each client with all relevant internal technical areas such as finance, actuarial, underwriting, legal, risk, compliance.

• Contribute to the enhancement and improvement of existing internal processes.

• Keeping up to date with legislation and regulation in the life insurance market.

• Network on industry matters to facilitate knowledge share and input to clients on their insurance businesses.

Competencies

• Well-developed people skills

• Ability to liaise with different stakeholders

• Excellent verbal and written communication skills

• Negotiation skills

• Critical thinking skills

• Business acumen

• Deadline driven

• Strong implementation skills

• Ability to understand and interpret financial statements and insurance valuation reports

• Ability to work under pressure

• Ability to operate both independently as well as play a role in the Guardrisk Life team and to contribute to the greater Guardrisk group.

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

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