Portfolio Relationship Manager – Commercial Lines

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profile Job Location:

Roodepoort - South Africa

profile Monthly Salary: Not Disclosed
Posted on: 9 hours ago
Vacancies: 1 Vacancy

Job Summary

The Portfolio Relationship Manager drives new and renewal business sales providing the Underwriting Officers with technical sales support enabling them to effectively apply guidelines and sound underwriting practices. Provides intelligent risk assessments and makes informed decisions within delegated underwriting authority levels while ensuring regulatory compliance and meeting all agreed upon sales targets and service level agreements. Actively contributes to the development of propositions sales retentions as well as staff and broker training.


Qualifications :

Type of Qualification: First Degree
Field of Study: Commerce / Insurance / Risk
Type of Qualification: First Degree
Field of Study: Insurance / Risk Management related studies

FAIS Compliant. NQF level 5 (120 to 150 credits)

Experience Required:

15 years experience in commercial broker sales short-term insurance commercial lines property products. 
Strong property and motor sales and underwriting and product knowledge a must. 
Sectional Title Property insurance  experience advantage.
15 or more years experience in a portfolio management role
5-7 years Tial System knowledge


Additional Information :

Behavioural Competencies:

  • Seizing Opportunities
  • Taking Action
  • Completing Tasks
  • Upholding Standards
  • Following Procedures 
  • Team Work
  • Interacting with people
  • Examining Information  

Technical Competencies:

  • Commercial Lines insurance sales and underwriting
  • Policy and portfolio management
  • Commercial Product Knowledge
  • Insurance Market understanding
  • Underwriting and pricing risk 
  • Risk perception and assessment

Remote Work :

No


Employment Type :

Full-time

The Portfolio Relationship Manager drives new and renewal business sales providing the Underwriting Officers with technical sales support enabling them to effectively apply guidelines and sound underwriting practices. Provides intelligent risk assessments and makes informed decisions within delegate...
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Key Skills

  • Project / Program Management
  • Project Portfolio Management
  • Portfolio Management
  • Credit Analysis
  • Banking
  • Pricing
  • Analysis Skills
  • Project Management
  • Financial Analysis
  • Budgeting
  • Property Management
  • Contracts

About Company

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients ... View more

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