Portfolio Relationship Manager – Commercial Lines at Standard Bank Group

Job Description

• The Portfolio Relationship Manager drives new and renewal business sales, providing the Underwriting Officers with technical sales support enabling them to effectively apply guidelines and sound underwriting practices.
• Provides intelligent risk assessments and makes informed decisions within delegated underwriting authority levels while ensuring regulatory compliance and meeting all agreed upon sales targets and service level agreements.
• Actively contributes to the development of propositions, sales, retentions as well as staff and broker training.

Qualifications

• Type of Qualification: First Degree
• Field of Study: Commerce / Insurance / Risk
• Type of Qualification: First Degree
• Field of Study: Insurance / Risk Management related studies
• FAIS Compliant. – NQF level 5 (120 to 150 credits)

Experience Required:

• 15 years experience in commercial broker sales short-term insurance commercial lines property products. 
• Strong property and motor sales and underwriting and product knowledge a must. 
• Sectional Title Property insurance  experience advantage.
• 15 or more years’ experience in a portfolio management role
• 5-7 years Tial System knowledge

Additional Information

Behavioural Competencies:

• Seizing Opportunities
• Taking Action
• Completing Tasks
• Upholding Standards
• Following Procedures 
• Team Work
• Interacting with people
• Examining Information  

Technical Competencies:

• Commercial Lines insurance sales and underwriting
• Policy and portfolio management
• Commercial Product Knowledge
• Insurance Market understanding
• Underwriting and pricing risk 
• Risk perception and assessment