Head: Portfolio Management at Sasria

Minimum Requirements
Qualifications

• Bachelor’s degree in commerce, Law, Risk Management, or related field
• Beneficial: AIISA or equivalent insurance qualification
• Preferred: Postgraduate qualification in Insurance, Strategy, Public Policy or equivalent

Experience

• Minimum 7–10 years in short-term insurance or financial services, with at least 5 years in middle management roles
• Demonstrated experience in managing strategic partnerships and public sector engagements
• Proven track record of managing diverse distribution channels and leading high-performing teams
• Financial and operational oversight experience essential

Duties and Responsibilities

Strategic Portfolio Leadership

•  Develop and implement a national portfolio management framework that aligns with Sasria’s growth strategy and transformation agenda.
• Lead the segmentation, evaluation, and profitability monitoring of portfolios across all agent companies, with a data-driven and risk-informed approach.
• Serve as the escalation and integration point for all portfolio managers, ensuring harmonised execution across the channel.
• Drive innovation in product and service delivery through feedback loops from agent and client performance insights.

Strategic Partnership and Stakeholder Relations

• Establish and manage strategic partnerships with key entities including the Government Security Cluster, National Treasury-linked forums, and industry bodies like SAIA.
• Identify opportunities for collaborative projects aimed at strengthening market resilience, awareness, and disaster risk financing innovation.
• Represent Sasria in key forums to enhance strategic positioning and influence within public-private collaborative platforms. 

Financial and Business Oversight

• Own the budgetary planning and monitoring processes for the Portfolio Management function.
• Analyse financial trends across agent portfolios; proactively address underperformance with recovery and transformation plans.
• Oversee development of revenue growth strategies and track Gross Written Premium (GWP) performance per distribution partner.
• Champion data quality and analytics for decision-making and stakeholder reporting.

Operational Excellence and Compliance

• Define and enforce operational standards, portfolio governance, and SLA frameworks for all portfolio teams.
• Ensure audit findings and regulatory compliance matters are proactively addressed and closed.
• Develop systems and tools to enhance transparency, performance tracking, and cross-functional alignment (claims, underwriting, and actuarial).
• Lead key internal forums to ensure integrated risk and compliance management across stakeholder engagements.

Customer Experience and Channel Development

• Ensure a client-centric portfolio model that prioritises service reliability, responsiveness, and stakeholder value.
• Support onboarding and operationalisation of alternative or emerging distribution channels.
• Drive due diligence processes for new partners, ensuring robust contractual frameworks and mapped service workflows.
• Lead roadshows, market research efforts, and awareness campaigns with a focus on under-insured segments.

People Leadership and Capacity Development

• Provide strategic leadership to Portfolio Managers and their teams; define performance goals and conduct quarterly reviews.
• Embed a culture of high performance, agility, knowledge sharing, and professional development.
• Mentor team members for succession planning and cross-functional mobility.
• Build internal advocacy for collaborative stakeholder management. 

Perform Adhoc Tasks

• Perform any tasks in line with the role, as and when required by the Line Manager.