Senior Portfolio Manager

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Manage the broker/intermediary relationship to meet growth and profitability targets across multiple products and solutions for a portfolio of clients. Support the delivery and execution of an excellent individual and/or corporate client experience. Responsibilities:

• Build and maintain relationships with Brokers/Intermediaries.
• Identify innovative methods to maximise broker/intermediary solution sales opportunities within the client portfolio.
• Manage the broker/intermediary solutions embedded with a client and ensure that optimum business flows from the solution.
• Continuously identify new broker/intermediary solution opportunities within the client's environment.
• Identify new potential intermediaries & opportunities for block business & book takeovers.
• Prepare for broker/intermediary visits on new business by reviewing large quotations, number of business quotes and conversion ratio data to guide conversations/provide status updates.
• Provide input into the broker/intermediaries' business by sharing analysis and providing recommendations on how to grow the book by concentrating on the brokers/intermediaries' strengths in their preferred segments.
• Prepare SWOT analysis on the current broker/intermediary portfolio to understand what drives their business.
• Select and apply the optimal strategy and business plan to enable the broker/intermediary to drive growth and profitability on an annual basis.
• Provide analysis at portfolio meetings of the broker/intermediaries performance including explanations and action plans to improve growth and profitability of underperforming portfolios.
• Identify cross & up selling opportunities across all products.

Job Requirements:

• Grade 12 with Insurance Level IV qualification.
• Relevant tertiary qualification would be advantageous.
• Regulatory Exams RE 5.
• 5 – 8 years' experience in Underwriting and leading a team of Portfolio Managers.
• 3 – 8 years' experience in insurance sale underwriting and Portfolio Management.

Skills: Education: Higher Certificate in Short Term Insurance, High School (Grade 12). Closing Date: 13 September 2024. The 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. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

About Us

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience. #J-18808-Ljbffr