Portfolio Manager: Specialist Classes
Telesure Investment Holdings (TIH)
Date: 1 day ago
City: Johannesburg, Gauteng
Contract type: Full time
Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.
Job Purpose
Plan, initiate, grow and manage portfolios and business partners into profitability through relationship building and risk management. Lead and guide the work of specialists and serve as the liaison with Senior Managers and Executives to identify business needs to design and describe solutions that can deliver value. Monitor progress to assure deadlines, standards, and cost targets are met.
Responsibilities
Portfolio Management
Plan and manage the delivery of projects within an area of professional expertise, using an appropriate project management methodology to give assurance that intended outcomes are achieved.
Underwriting Management
Review, rate and underwrite assigned new business and renewal cases within prescribed authority level, escalating unusual or complex cases to senior colleagues where appropriate. Knowledge of reinsurance and facultative placements.
Insurance Claims Management
Investigate the circumstances of claims and the nature and extent of clients' losses. Review and evaluate information gathered using own subject-matter expertise, and examine additional evidence provided by specialist investigator or subject-matter experts to determine the extent of liability.
Intermediary Management
Build and maintain relationships with intermediaries while also helping senior colleagues.
Stakeholder Engagement
Engage, and build relationships, with stakeholders across the value chain. Facilitate meetings with large groups of stakeholders. Work with front-end, back-end developers, marketing, sales, service departments to ensure a holistic management of deliverables. Engage with third-party suppliers or providers to deploy new technology and review and execute the deliverables.
Data Collection & Analysis
Gather project data and report on the state of the performance of the portfolio.
Insights and Reporting
Contribute to the design and creation of reporting strategies and templates for Exco and senior management. Lead execution of complex reports to provide a performance overview for the key portfolios. Identify and interpret complex patterns and trends and translating those insights into actionable recommendations.
Performance Management
Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organisation's performance management systems to improve personal performance. Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.
Continuous Improvement
Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered on existing products, systems and processes.
Internal and External Communications
Execute a communications plan within established internal communication systems and procedures. Send Communications to Exco or senior management on project tracking and problems to gain buy-in for changes to processes and procedures.
Personal Capability Building
Develop own capabilities by participating in assessment and development
planning activities as well as formal and informal training and coaching; gain or
maintain external professional accreditation where relevant to improve
performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing
education, attending conferences, and reading specialist media.
Business Development
Monitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.
Education
Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)
Experience
3 or more years’ experience in Intermediated, Broker and Underwriting Manager environment (Essential); Experience in Financial Services Industry (Essential); Experience in Key Account Management Advantageous).
Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.
Job Purpose
Plan, initiate, grow and manage portfolios and business partners into profitability through relationship building and risk management. Lead and guide the work of specialists and serve as the liaison with Senior Managers and Executives to identify business needs to design and describe solutions that can deliver value. Monitor progress to assure deadlines, standards, and cost targets are met.
Responsibilities
Portfolio Management
Plan and manage the delivery of projects within an area of professional expertise, using an appropriate project management methodology to give assurance that intended outcomes are achieved.
Underwriting Management
Review, rate and underwrite assigned new business and renewal cases within prescribed authority level, escalating unusual or complex cases to senior colleagues where appropriate. Knowledge of reinsurance and facultative placements.
Insurance Claims Management
Investigate the circumstances of claims and the nature and extent of clients' losses. Review and evaluate information gathered using own subject-matter expertise, and examine additional evidence provided by specialist investigator or subject-matter experts to determine the extent of liability.
Intermediary Management
Build and maintain relationships with intermediaries while also helping senior colleagues.
Stakeholder Engagement
Engage, and build relationships, with stakeholders across the value chain. Facilitate meetings with large groups of stakeholders. Work with front-end, back-end developers, marketing, sales, service departments to ensure a holistic management of deliverables. Engage with third-party suppliers or providers to deploy new technology and review and execute the deliverables.
Data Collection & Analysis
Gather project data and report on the state of the performance of the portfolio.
Insights and Reporting
Contribute to the design and creation of reporting strategies and templates for Exco and senior management. Lead execution of complex reports to provide a performance overview for the key portfolios. Identify and interpret complex patterns and trends and translating those insights into actionable recommendations.
Performance Management
Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organisation's performance management systems to improve personal performance. Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.
Continuous Improvement
Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered on existing products, systems and processes.
Internal and External Communications
Execute a communications plan within established internal communication systems and procedures. Send Communications to Exco or senior management on project tracking and problems to gain buy-in for changes to processes and procedures.
Personal Capability Building
Develop own capabilities by participating in assessment and development
planning activities as well as formal and informal training and coaching; gain or
maintain external professional accreditation where relevant to improve
performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing
education, attending conferences, and reading specialist media.
Business Development
Monitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.
Education
Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)
Experience
3 or more years’ experience in Intermediated, Broker and Underwriting Manager environment (Essential); Experience in Financial Services Industry (Essential); Experience in Key Account Management Advantageous).
Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.
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