Portfolio Manager: Corporate Risk Solutions

To grow an existing portfolio of corporate risk insurance clients through proactive relationship management, product development and new business generation.

• Build an ongoing prospect pipeline through liaison across the business, and through broker and client relationships.
• Apply financial acumen to interpret financial statements and actuarial data, and to manage budgets.
• Build the organisation's brand image and market presence.
• Identify opportunities to maintain and grow the portfolio.
• Distribute and discuss statistical information with clients.
• Check and forward financial statements to clients.
• Design and prepare client status reports.
• Provide prompt authorisation of claim payments.
• Manage and resolve client queries.
• Re-evaluate portfolio structures and servicing requirements on an ongoing basis relative to clients' changing needs.
• Evaluate client needs to identify cross-selling opportunities for additional products.
• Participate in the renewal process with brokers and clients.
• Ensure all documentation relating to the insurance programme facility is complete and in place.

• Achieve a targeted annual new business budget.
• Develop new products and new insurance structures.
• Create and maintain business relationships that drive new business growth in both income and client base.
• Engage with Financial Managers, Financial Directors and Risk Managers at client EXCO level.
• Build and maintain relationships at client, broker and interdepartmental levels.
• Liaise with Underwriting, Finance, Actuarial and Claims departments.
• Attend product launches.
• Discuss and finalise product specifications.
• Finalise pricing, cost and income structures.
• Co-ordinate documentation, roles and responsibilities, agreements, systems, legal requirements, processes and procedures.
• Compile and manage budgets.
• Market the organisation's products and services.
• Follow up on inquiries and queries.
• Source potential clients and products.
• Comply with new business take-on procedures.

• Maintain monthly compliance/self-assessment questions through the relevant risk management system.
• Attend monthly operational meetings.
• Administer client files.
• Maintain a weekly prospects list and report back on divisional issues.
• Conduct monthly budget reviews and report on variances and new business targets.
• Report back to the Executive weekly on the above items.
• Manage delivery against deadlines, including budgets, forecasts, project deliverables, financials and actuarial deadlines.

• Proficient in Microsoft Office.
• FAIS compliant (preferable).

• 4–6 years' general business and insurance experience.
• Sound knowledge of the insurance industry.
• Analytical thinking and attention to detail.
• Results and solution focused, with drive, energy and follow-through.
• Strong self-management – planning, prioritising and time management.
• Visibility and impact, including professional presentation.
• Relationship building, including active listening and interpersonal sensitivity.