Portfolio Manager at Old Mutual South Africa

Detailed Description

• To effectively drive and deliver on the segmented model portfolio thus ensuring performance targets are achieved in line with the Old Mutual Insure business strategy.
• Develop optimum relationships with intermediaries and internal role players.
• Ensure continuous strategic and business alignment between intermediary and Old Mutual Insure.
• Manage allocated portfolio wrt growth, retention, profitability and any other business relevant factors.
• Ensure positive relationships are built and maintained and excellent customer service is provided to various role players (internal and external).
• Ensure relevant feedback, information and reports are prepared, submitted and presented to various stakeholders on all aspects of growth and profitability.
• Deliver optimal customer experience, quality of service and achievement of personal targets.
• Identify and develop sales opportunities.
• Ensure a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditions.
• Identify and drive the cost to serve model with relevance to allocated broker segment.
• Identify and drive opportunities to improve and enhance product and service offerings.
• Ensure a consistent detailed understanding amongst brokers of their growth targets, goals, performance levels and available products.
• Resolve customer complaints and queries where necessary.
• Keep abreast of market conditions and trends and relevant industry regulations.
• Management of main critical focus areas on balance sheet.
• Display and deeper understanding of and ability to market effectively all aspects of the business, including UMAs, and Specialist Insurance.
• Optimal use of business tools, such as SFA, BI, CRM on demand to drive relevant business imperatives.
• Control DMA within portfolio.
• Drive increased utilisation of mf online and any other self-service platforms.
• Effective participation in any relevant industry related functions or forums.
   

Job Requirements

• Grade 12
• NQF Level 4 insurance qualification would be advantageous
• Valid driver’s license
• 2 - 3 years commercial underwriting experience
• Minimum of 2 years insurance sales/marketing experience, but 3 – 5 years preferable
• Ability to handle large size and complex accounts
• Computer literate