Portfolio Manager
Portfolio Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Lets Write Africas Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Skills and Experience
- Grade 12
- RE1
- Bachelors degree would be advantageous.
- 1 2 years experience in an administrative role.
- Extensive knowledge and experience using the Microsoft Office suite specifically MS Excel and PowerPoint.
- Develop and maintain strong relationships with intermediaries 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.
- 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.
- Ensure compliance with underwriting guidelines mandates and company retention limits.
- Actively manage assigned portfolio focusing on retention and profitability management with a balance on organic growth after business is obtained.
- Organize meetings and support the drive of new and existing revenue streams.
- Develop on-going relationships with brokers / intermediaries by completing outbound calls to discuss market appetite quality of submissions and encourage profitable growth.
- Execute outcomes and negotiations associated with the assets valuations process.
- 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.
- Research all problems and risk related issues by using initiative in problem solving that involves management in decision making as necessary.
- Monitor reports on various reporting platforms.
- Monitor unpaid/lapses and cancellation reports.
- Assist with PFA queries and tracking of quoting activity.
- Assisting with the co-ordination of onboarding for new advisors.
- Provide support to RCM.
Skills
Building Trust Client Management Client Needs Assessments Consultative Selling Customer-Focused Customer Service Customer Understanding Customer Value Proposition Development Direct Selling Identifying Sales Opportunities Sales Closing Techniques Sales Data Management Sales Software Strengthening Customer RelationshipsCompetencies
Builds NetworksBusiness InsightCommunicates EffectivelyCustomer FocusDirects WorkDrives ResultsInterpersonal SavvyManages ComplexityEducation
Bachelors Degree (B)Closing Date
19 June 2025 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Required Experience:
Manager
Employment Type
Full-Time
