Portfolio Manager (Microinsurance) at Momentum Metropolitan Holdings Limited

Role Purpose    

• To acquire new cell captive clients , maintain and grow the existing portfolio through relationship management and product development.

Requirements    

Qualifications

• Commercial Degree FAIS compliant (RE5)Related Insurance qualification (preferred)

Experience 

• 3 years’ experience in client services and operations within an Insurance services environment
• 3-5 years business management experience Knowledge of the financial services or insurance industry
• Knowledge of cell captives insurance will be an advantage

Duties & Responsibilities    

Develop Existing Portfolio of Clients

• Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets Developing Guardrisk image and presence Identifying opportunities to maintain and grow the portfolio
• Conducting meetings with clients Distributing and discussing statistical information Checking and forwarding financial statements to client Designing and preparing status reports
• Dealing with client queries-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing needs of the client Evaluating client’s needs and requirements to enhance cross selling of other Guardrisk products Ensuring all documentation pertaining to the insurance programme /facility is in place

Develop New Prospects and Products

• Achieving a targeted annual new business budget Developing new products and new insurance structures Evaluate new business proposals Present business proposals at various forum include the Guardrisk Microinsurance Manco
• Creating and maintaining business relationships to ensure new business growth of both income and clients
• Dealing with Financial Managers, Financial Directors, Risk Managers at client EXCO level
• Building and maintaining relationships at client, and interdepartmental levels
• Liaising with all the technical areas such as Underwriting, Finance, Actuarial, Claims departments
• Attending product launches and client workshops
• Discussing and finalising product specifications
• Work with the relevant technical areas on pricing, cost and income structures
• Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures
• Compiling and managing budget
• Marketing Guardrisk products and services
• Following-up on inquiries and queries
• Sourcing potential client and products
• Complying with new business take-on procedures

Conduct Client Reviews

• Liaising with the technical review teams
• Advising technical review teams of all pertinent information prior to each review
• Providing input into the development of the annual review plan
• Setting up review meetings with clients in consultation with technical review teams
• Delivering completed review reports to clients and following up and tracking of the implementation of proposed actions

Administration

• Attending monthly Operational meeting
• Administrating client electronic files

Risk management

• Assisting Executive with Divisional reporting and deputise when required
• Maintaining weekly prospects list and report back on divisional issues
• Monthly budget review and reporting on variances and new business targets
• Tracking renewals per portfolio
• Weekly reporting back to the Executive on the above mentioned items
• Managing delivery against deadlines, i.e. budgets, forecasts, projects

Learning and Growth

• Develop and manage the team
• Ensure that development plans are in place for direct reports
• Coach and guide direct reports
• Research new markets and find better ways to grow the business

Competencies    

• Business Acumen
• Understands how the business operates, what the key issues and risks are that drive business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.

Collaboration

• Prioritises the business interests of Guardrisk and invests in the success of the group by aligning effort across divisions.

Client/ Stakeholder Commitment

• Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.

Impact and Influence

• Persuades, convinces, influences and inspires others, both within Guardrisk and externally to win support, loyalty and gain commitment to the purpose of Guardrisk.

Drive for Results

• Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.

Self-Awareness and Insight

• Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
• Leads Change and Innovation Actively leads change, does what is right for the business and drives continuous improvement through innovation.
• Diversity and Inclusiveness Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

Closing Date    

• 2026/04/06