Thursday , April 18 2024

Old Mutual Vacancies Cape Town – Portfolio Manager

Website Old Mutual

Job Description:

Execute the business development strategy to support growth and business development to enhance the organisations presence and reputation within the general insurance industry. Manage key internal and external relationships across the broker, intermediary and customer market to drive the organisations to achieve the business plan targets

Job Responsibilities:

  • Perform risk and contract evaluation on all allocated business using rating guidelines, financial statements, manual rating, experience information (e.g. premium, claims, reserves, and rate history and average exposure) for assigned portfolio.
  • Drive the achievement of new and existing business profitability and growth targets by ensuring that services and solutions provided to brokers and / or intermediaries meets or exceeds defined service level agreements across the product/s lifecycle as measured in a performance metrics plan.
  • Actively manage assigned portfolio, focusing on retention and profitability management, with a balance on organic growth after business is obtained.
  • Develop and maintain strong relationships with brokers within portfolio to maximize financial opportunities.
  • Obtain and retain business through negotiation on technical issues, quotations, rates and renewals within underwriting guidelines- including complex accounts/special wording type accounts.
  • Organize meetings and support the drive of new and existing revenue streams.
  • Ensure compliance with underwriting guidelines, mandates, and company retention limits.
  • Execute outcomes and negotiations associated with the assets valuations process.
  • Develop on-going relationships with brokers / intermediaries by completing outbound calls to discuss market appetite, quality of submissions and encourage profitable growth.
  • Research all problems and risk related issues by using initiative in problem solving that involves management in decision making as necessary

Job Requirements:

Leading Project, Project Plan Development, Project Planning, Project Tasks

Qualification & Experience:

High School (Grade 12): Project Management

Job Details:

Company: Old Mutual

Vacancy Type:  Full Time

Job Location: Cape Town, Western Cape, SA

Application Deadline: N/A

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