Portfolio Data Insights Manager at Guardrisk

Role Purpose    

• To provide support to the business through the development and maintenance of accurate information and the analysis of available information. 

Requirements    

• A Diploma/Degree in Finance, Economics, Statistics, Commerce or similar.
• At least 3 years' working experience in a similar role.

Duties & Responsibilities    

• Improve and develop the underwriting, claims and portfolio analytics and reporting.
• Source information to model portfolio insights that will assist with UW and claims audit reviews as well as identifying portfolio growth and profitability performance trends.
• Collect and convert underwriting and claims data into business intelligence information.
• Continuously analysing risk data, key indicators, relationships and trends.
• Develop new risk reports and standards based on the business requirements.
• Prepare customised risk reports based on business portfolio requirements.
• Develop or facilitate the development of reports on Neo to assist the claims and underwriting audit teams for identifying audit samples and monitoring and tracking of audit actions.
• Develop management reporting for monthly management meetings.
• Develop reporting for quarterly UMA portfolio meetings.
• Continuously identify opportunities to automate reports and to eliminate duplicate and manual reporting.
• Ensure the accuracy of data within the business and work with the BI Team and coordinate with the relevant portfolio relationship managers to ensure data quality improvement is addressed on the source policy administration systems (PAS).  
• Ensure integrity checks are conducted on the data warehouse information that is provided to Guardrisk via the UMA’s and Broker Binders.
• Ongoing cleaning of data and data hygiene exercises.
• Educate teammates or various stakeholders where required on the reports and dashboards that are developed.
• Engage with teammates on an ongoing basis to understand management/portfolio information requirements.
• Engage with internal and external service providers and stakeholders.
• Actively engage and participate in new initiatives within the business.
• Competencies    
• Analytical thinking
• Strong Competency in Excel and Business Intelligence tools
• Planning, organising and coordination skills
• Project management Skills
• Accuracy and high attention to detail and must be able to work independently
• Deadline driven
• Team player
• Good communication skills
• Strategic thinking skills
• Innovative

Deadline:8th August,2025