Assistant Portfolio Manager – Corporate Risk Solutions MMH250512-16

Role Purpose

To assist with maintaining and growing 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
• Minimum 2 years’ experience in risk finance operations within an Insurance services environment or in a brokering environment
• Knowledge of the risk finance business will be beneficial
  
  

Duties and Responsibilities

• Assisting PM’s with the retention and growth of the CRS portfolio
• Assisting PM’s with the introduction and implementation of new CRS products
• Assisting PM’s with the implementation of Underwriting standards within CRS
• Assisting PM’s with the managment of the Underwriting Methodology
• Assisting PM’s with the with the CRS Claims, claims mitigation, salvage and recovery process
• Assisting PM’s with the setting of the budget and review the performance versus forecast from time to time
• Assisting PM’s with the Assessment of existing and potential clients’ financial statements
• Assisting PM’s with to perform reference and credit checks for existing and potential clients
• Assisting PM’s with the liaising between brokers, re-insurers and other stakeholders
• Assisting PM’s with the overseeing of the general upkeep of clients’ facilities
• Assisting PM’s with the overseeing the clients’ facility renewal process
• Assisting PM’s who pro-actively and responsibly pursue relevant growth opportunities that would allow the group to achieve its strategic targets and objectives
• Assisting PM’s to ensure 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
• Assisting PM’s to build, maintain, repair and continuously strengthen all relationships with the group’s product, reinsurance as well as broker partners
• Assisting PM’s to ensure that all regular interactions with any of the group’s reinsurance, broker or product partners are done at the highest possible level of professionalism
• Assisting PM’s to stay abreast of developments in the markets and pro-actively identify new product, market, broker or other growth opportunities
• Assisting PM’s to ensure that at all times the company’s brand, positioning and marketing profile is optimised and that the company’s reputation is in so doing continuously enhanced
• Assisting PM’s to stay abreast of developments in the global alternative risk finance & related insurance markets
• Assisting PM’s to stay abreast of any regulatory developments affecting the industry
• Assisting PM’s to faithfully and conscientiously serve the interests of the group and pay attention to the performance of their duties
• Assisting PM’s to use their best endeavours, skill and knowledge to promote the welfare of the group, assist to meet the group’s objectives and adhere to the group’s 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 group’s 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
• 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
  
  

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