Saturday , April 13 2024

Old Mutual Jobs Port Elizabeth – Senior Portfolio Manager

Website Old Mutual

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.


Job 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 take overs.
  • 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 how to grow the book by concentrating on the brokers / intermediaries’ strengths in their preferred segments.
  • Prepare SWOT analysis on 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.
  • When portfolio is consistently running at a loss, action must be taken in conjunction with the underwriting team and intermediary.
  • Manage the implementation of operating procedures as well as monitor the quality, service standards and operational processes related to the applicable product or solution.
  • Collaborate with broker / intermediaries to facilitate multi-product training interventions to create awareness regarding the processes and operational aspects of the different products.

Job Requirements:

  • 5-6 Years experience in Personal, Commercial & Agri underwriting experience

Job Details:

Company: Old Mutual

Vacancy Type:  Full Time

Job Location: Port Elizabeth

Application Deadline: N/A


Apply Here