Portfolio Manager - CRS

Closing Date 2025/01/31

Reference Number MMH250115-2

Job Title Portfolio Manager - CRS

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 maintain and grow an existing portfolio of clients through relationship management and product development. Management of Risk by following agreed sound underwriting principles. Assist in setting team strategy and goals.

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

Role Purpose

To maintain and grow an existing portfolio of clients through relationship management and product development. Management of Risk by following agreed sound underwriting principles. Assist in setting team strategy and goals.

Requirements

Relevant completed tertiary qualification (commerce, e law)
FAIS representative
At least 7 years experience in guarantees and operations within an Insurance services environment
At least 5-7 years business management experience
Knowledge of the risk finance business

Duties & Responsibilities

Growth of CRS portfolio and maintaining existing clients

Retention and growth of the CRS portfolio
Introduction and implementation of new CRS products
Implementing Underwriting standards within CRS
Managing the Underwriting Methodology
Assisting with the CRS Claims, claims mitigation, salvage and recovery process
Setting of the budget and review the performance versus forecast from time to time
Navigating and growing complex cell captive and contingency policy clients

Client Relationship Management

Assessing existing and potential clients financial statements
Performing reference and credit checks for existing and potential clients
Liaising between brokers, re-insurers and other stakeholders
Overseeing of the general upkeep of clients facilities and the clients facility renewal process
Pro-actively and responsibly pursue relevant growth opportunities that would allow the group to achieve its strategic targets and objectives
Ensuring that existing relationships with brokers and other role players are strengthened and built on a continuous basis and that new relationships are established to support the growth plans of the company
Build, maintain, repair and continuously strengthen all relationships with the groups product, reinsurance as well as broker partners
Ensure that all regular interactions with any of the groups reinsurance, broker or product partners are done at the highest possible level of professionalism
Stay abreast of developments in the markets and pro-actively identify new product, market, broker or other growth opportunities
Ensure that at all times the companys brand, positioning and marketing profile is optimised and that the companys reputation is in so doing continuously enhanced
Stay abreast of developments in the global alternative risk finance & related insurance markets and any regulatory developments affecting the industry
Faithfully and conscientiously serve the interests of the group and pay attention to the performance of their duties
Use their best endeavours, skill and knowledge to promote the welfare of the group, assist to meet the groups objectives and adhere to the groups policies
To devote the whole of their time and attention during normal business hours in performing their duties under this agreement
Maintain a professional relationship with all customers, suppliers and trade connections of the group with a view to maintaining and improving the groups reputation and goodwill
Shall at all times act in the best interests of the group
Faithfully and diligently perform such duties and exercise such powers as may from time to time be assigned to them by the Head , even though such may not ordinarily fall within the scope of the duties relevant to the position occupied by the employee
Comply with all the reasonable and lawful orders of the Head, Executive and / or board and with all the groups rules, regulations, policies and procedures from time to time in force

Administration and Bookkeeping

Following up on unresolved payments, extension invoices and general debtor management
Reconciliations in the form of bordereaux payments as well as month end
Compiling information in order to renew and update clients facilities
Confirming that payments of premium are up to date
Liaising with clients banks in order to confirm that policies are place

Competencies