Portfolio Manager Life - Sandton at Guardrisk

Role Purpose    

• To market Guardrisk’s Life products and services to existing and prospective clients and to provide after-sales service to existing clients.

Requirements    

• Matric
• Relevant tertiary degree and/or Insurance qualification. (Marketing team consists of individuals with various technical skills such as actuaries, attorneys, accountants.)
• Candidate will be required to obtain an RE5 designation
• At least 2 - 4 years’ experience in the insurance and financial services industries
• Technical life insurance knowledge with strong people skills to negotiate optimal solutions with various stakeholders

Duties & Responsibilities    

• Marketing Guardrisk Life to prospective new clients
• Managing third-party cell captives, where products include amongst others funeral (individual and group), individual life and disability, credit life and investment products. The responsibilities include
• Ensuring effective management of various stakeholders in the insurance value chain (cell owners, binder holders, intermediaries, consultants, reinsurers, administrators)
• Reviewing cells’ financials and managing revenue streams
• Facilitating reinsurance renewals via the reinsurance department
• Ensuring compliance with market conduct standards and relevant legislative requirements
• Ensuring that legal contracting is correct, up to date and in place
• Tending to client queries
• Marketing and cross selling of Guardrisk Life’s products and services to existing clients
• Assisting clients with product development for third-party risks
• Setting up internal processes for each client with all relevant internal technical areas such as finance, actuarial, underwriting, legal, risk, compliance
• Contribute to the enhancement and improvement of existing internal processes
• Keeping up to date with legislation and regulation in the life insurance market
• Network on industry matters to facilitate knowledge share and input to clients on their insurance businesses

Competencies    

• Well-developed people skills
• Ability to liaise with different stakeholders
• Excellent verbal and written communication skills
• Negotiation skills
• Critical thinking skills
• Business acumen