Portfolio Manager at Alexander Forbes

Job description

Alexander Forbes is looking for a Portfolio Manager to oversee the effective management and functioning of an administration team servicing clients within the Alexander Forbes Life Retail department in the Retail Administration cluster of the Operations and Technology Division.

Minimum Requirements:

• Matric
• Relevant industry related diploma essential
• Relevant industry related degree will be advantageous
• 4 years’ experience in new business or policy servicing within a Life Office is required.
• 2 years managerial experience/supervisory
• Having achieved or studying towards a relevant Degree/ Tertiary Qualification and Post Graduate Qualifications
• Sound knowledge of individual risk benefits and new business processing proceduresKey Accountabilities

Job Specification:

Key Accountabilities:

• Accountable for incoming and outgoing instructions, within the agreed service level agreement, and in accordance with the latest checklists and procedure guides.
• Accountable for ensuring processes and procedures are followed and to be abreast of legislative changes.
• In the absence of the Admin Manager you will be expected to lead the team and manage the workflow as well as service clients.
• Communicate accurate, in depth information on time as and when required through MS CRM, telephone, and email that is specific and case related to clients and within the different areas within Alexander Forbes.
• Oversee management of the team mailbox within the agreed service level agreement.
• Act to ensure zero financial and reputational loss for the administration teams

Technical and behavioral competencies:

Technical

• Strong knowledge of CRM advantageous
• Strong knowledge of Compass advantageous
• Sound knowledge of individual risk benefits and new business processing procedures.
• Computer skills (Microsoft Windows, Outlook, Word, Excel)
• Knowledge on legislation specific to the insurance industry beneficial
• Knowledge of Client Services

Behavioural (Interpersonal and Intrapersonal)

• Excellent oral and written communication skills
• Ability to multi-task
• Ability to anticipate and manage change
• Advanced relationship building and networking skills at all levels
• Excellent oral and written communication skills
• Ability to multi-task and delegate where appropriate
• Confident
• Professional and mature business attitude
• Client Service Orientation
• Self-awareness
• Responsible & accountable
• Effective Communication
• Results-Orientated
• Ability to interact with Clients
• Leadership skills

Cognitive Competencies

• Analytical Thinking and attention to detail: the ability to be precise, systematic and rule-oriented in working with relevant detail and gathering, reviewing and analyzing information.
• Excellence/quality orientation: the capacity to ensure the highest standards of quality and efficiency are consistently maintained.
• Rule orientation: the orientation to adhere to standard rules, processes and procedures in achieving results.
• Communication: the capacity to listen attentively, present information in a clear and concise manner and respond appropriately to the verbal and written communications of others.
• Applied business numeracy: the ability to reason quickly and accurately by applying numerical functions.
• Time Management: the ability to manage your time

TCF

• Ensures that TCF is understood and practiced by the people reporting to him/her, if any
• Draws on TCF management information (and potentially contributes towards the input thereof) to monitor progress in TCF and address short-comings relevant to his/her area with urgency
• Keeps abreast of latest TCF information and guidelines as from time to time