Jobs at Robert Walters

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

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Role Description:

• For purpose of the role for the preparation, interpretation, and presentation of accurate financial information.

Main tasks and responsibilities:

• Financial reporting in compliance with statutory requirements
• Review and presentation of accurate financial information, monthly management accounts and annual financial statements to internal and external stakeholders.
• Review and submission of regulatory reporting requirements for the Council for Medical Schemes
• Develop and maintain relationships with Board of Trustees, Scheme Committees and Scheme Management.
• Oversee the delivery of accurate and relevant management reports and analysis that add value and insight for the business.
• Deliver monthly financial statements to stakeholders within agreed timeframes and adequately address and resolve stakeholder queries.
• Manage the implementation and adherence to financial controls and ensure that authorisation levels are adhered to and raise any exceptions with the relevant stakeholder.
• Prepare and provide necessary documentation to complete timely audit.
• Contribute to the internal and external audit process and resolve any audit queries within deadlines.
• Manage the resolutions of scheme financial queries.
• Review the reconciliations of the transactions on the bank statement and sub ledgers to the General Ledger.
• Investigate, identify, and make improvements for effective cost management.
• Implement system improvements to enhance financial management processes and create efficiencies.
• Monitoring of financial compliance with the Medical Schemes Act and the regulations thereto including the review and understanding of changes to legislation and review of impact upon the Scheme and the communication of the impact upon the Schemes

Minimum Qualification and experience:

• CA (SA) accreditation is essential
• MUST have excellent presentation skills
• MUST have 2 - 3 years' experience in the insurance industry
• Understanding of the financial services environment