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  • Posted: Nov 10, 2020
    Deadline: Not specified
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    Robert Walters is a global, specialist professional recruitment consultancy. "Our story begins in 1985, when our CEO, Robert Walters, opened the first office in Central London. Rob has led the company ever since and has the same passion and commitment today. Over the last 30 years the business has grown and so has our ambition. We now operate across 2...
    Read more about this company


    Senior Portfolio Manager

    Role Description:

    • To maintain and grow an existing portfolio of clients through relationship management and product development.

    Main tasks and responsibilities:

    • Develop Existing Portfolio of Clients and Conduct Client Reviews
    • Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship.
    • Designing and preparing status reports (including the maintenance of weekly prospects list and report back on divisional issues)
    • Re-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing needs of the client.
    • Participating in renewal process with broker/client
    • Maintaining CSA (monthly) questions through the CURA Risk Management System
    • Regular travels to Mauritius and Gibraltar
    • Monthly budget review and reporting on variances and new business targets
    • Weekly reporting back to the Executive on the above-mentioned items.

    Develop New Prospects and Products

    • Achieving a targeted annual new business budget.
    • Developing new products and new insurance structures.
    • 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, broker and interdepartmental levels.
    • Liaising with Underwriting, Finance, Actuarial, Claims departments.

    Minimum Qualification:

    • Relevant tertiary qualification
    • FAIS compliant
    • Related Insurance qualification (preferred)

    Minimum experience

    • Minimum 5 years' experience in client services and operations within an Insurance services environment
    • Minimum 5-7 years business management experience
    • Knowledge of the financial services or insurance industry
    • Cell Captives Insurance Model experience will be an advantage

    Method of Application

    Interested and qualified? Go to Robert Walters on to apply

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