Portfolio Manager - Insurance, UMA Experience Essential

In brief

**Overview** This role is for a Portfolio Manager specializing in Insurance, with essential UMA (Underwriting Management Agency) experience, at the company "Be Different". The position involves developing and managing an existing portfolio of clients, driving new business growth through identifying prospects and developing new products, and undertaking various administrative tasks to ensure the smooth operation of the portfolio. **What you will do** The key responsibilities for this role include: * **Develop Existing Portfolio of Clients:** * Developing an ongoing prospect pipeline through internal liaison, broker, and client relationships. * Utilizing financial acumen to interpret financial statements, actuarial data, and manage budgets. * Developing the business image and presence. * Identifying opportunities to maintain and grow the portfolio. * Conducting meetings with clients. * Distributing and discussing statistical information. * Checking and forwarding financial statements to clients. * Designing and preparing status reports. * Providing prompt authorization of claim payments. * Dealing with client queries. * Re-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing client needs. * Evaluating client’s needs and requirements to enhance cross-selling of other products. * Participating in the renewal process with brokers/clients. * Ensuring all documentation pertaining to the insurance program facility is in place. * **Develop New Prospects and Products:** * Achieving a targeted annual new business budget. * Developing new products and new insurance structures. * Creating and maintaining business relationships to ensure new business growth of both income and clients. * Dealing with Financial Managers, Financial Directors, and Risk Managers at Client Exco Level. * Building and maintaining relationships at client, broker, and inter-departmental levels. * Liaising with underwriting, finance, actuarial, and claims departments. * Attending product launches. * Discussing and finalizing product specifications. * Finalizing pricing, cost, and income structure. * Co-ordinating documentation, roles and responsibilities, agreements, system and legal requirements, processes, and procedures. * Compiling and managing budget. * Marketing business products and services. * Following up on inquiries and queries. * Sourcing potential clients and products. * Complying with new business take-on procedures. * **Administration:** * Maintaining CSA (monthly) questions through the CURA Risk Management System. * Attending monthly operational meetings. * Administrating client files. * Maintaining weekly prospects list and reporting back on divisional issues. * Monthly budget review and reporting on variances and new business targets. * Tracking renewals per portfolio. * Managing delivery against deadlines, including budgets, forecasts, project deliverables, financials, and actuarial deadlines. **Requirements (from the original advert)** To be considered for this position, the following are required: * BCom * Microsoft Office proficiency * 4 - 6 years general business and insurance experience * Short Term Experience & UMA Experience (Not Negotiable) * Knowledge of Insurance and industry * Project Management (ideal) * FAIS Compliant (preferable) * Analytical thinking and attention to detail * Results and solution focused (drive, energy and follow-through) * Self-management (planning, prioritizing and time management) * Visibility and Impact (includes professional presentation) * Communication * Customer service orientation * Relationship building (includes listening and interpersonal sensitivity) * Teamwork * Business and Financial Acumen **Who should apply** The ideal candidate for this role is an individual with a BCom degree and 4-6 years of general business and insurance experience, specifically with essential Short Term and UMA experience. They should possess strong analytical thinking, attention to detail, and be results and solution-focused with demonstrated drive, energy, and follow-through. Effective self-management, planning, prioritizing, and time management skills are crucial. The candidate must also exhibit strong visibility and impact, including professional presentation, excellent communication, customer service orientation, and relationship-building abilities with interpersonal sensitivity and a team-oriented approach. A solid business and financial acumen is also expected. Prior project management experience and FAIS compliance are advantageous. **Deadline** Not specified **Reference** Original posting: https://www.jobmail.co.za/jobs/finance-accounting/other-finance-accounting/sandton/portfolio-manager-insurance-uma-experience-essential-id-7562538 Source: jobmail

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 4 years of experience.

• Microsoft Office
• Project management
• Customer service

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

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