Role Purpose
To acquire new cell captive clients , maintain and grow the existing portfolio through relationship management and product development.
Requirements
Qualifications
Commercial Degree FAIS compliant (RE5)Related Insurance qualification (preferred)
Experience
3 years' experience in client services and operations within an Insurance services environment
3-5 years business management experience Knowledge of the financial services or insurance industry
Knowledge of cell captives insurance will be an advantage
Duties & Responsibilities
Develop Existing Portfolio of Clients
Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets Developing Guardrisk 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 client Designing and preparing status reports
Dealing with client queries-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing needs of the client Evaluating client's needs and requirements to enhance cross selling of other Guardrisk products Ensuring all documentation pertaining to the insurance programme /facility is in place
Develop New Prospects and Products
Achieving a targeted annual new business budget Developing new products and new insurance structures Evaluate new business proposals Present business proposals at various forum include the Guardrisk Microinsurance Manco
Creating and maintaining business relationships to ensure new business growth of both income and clients
Dealing with Financial Managers, Financial Directors, Risk Managers at client EXCO level
Building and maintaining relationships at client, and interdepartmental levels
Liaising with all the technical areas such as Underwriting, Finance, Actuarial, Claims departments
Attending product launches and client workshops
Discussing and finalising product specifications
Work with the relevant technical areas on pricing, cost and income structures
Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures
Compiling and managing budget
Marketing Guardrisk products and services
Following-up on inquiries and queries
Sourcing potential client and products
Complying with new business take-on procedures
Conduct Client Reviews
Liaising with the technical review teams
Advising technical review teams of all pertinent information prior to each review
Providing input into the development of the annual review plan
Setting up review meetings with clients in consultation with technical review teams
Delivering completed review reports to clients and following up and tracking of the implementation of proposed actions
Administration
Attending monthly Operational meeting
Administrating client electronic files
Risk management
Assisting Executive with Divisional reporting and deputise when required
Maintaining weekly prospects list and report back on divisional issues
Monthly budget review and reporting on variances and new business targets
Tracking renewals per portfolio
Weekly reporting back to the Executive on the above mentioned items
Managing delivery against deadlines, i.e. budgets, forecasts, projects
Learning and Growth
Develop and manage the team
Ensure that development plans are in place for direct reports
Coach and guide direct reports
Research new markets and find better ways to grow the business
Competencies
Business Acumen
Understands how the business operates, what the key issues and risks are that drive business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
Collaboration
Prioritises the business interests of Guardrisk and invests in the success of the group by aligning effort across divisions.
Client/ Stakeholder Commitment
Anticipates, meets and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
Impact and Influence
Persuades, convinces, influences and inspires others, both within Guardrisk and externally to win support, loyalty and gain commitment to the purpose of Guardrisk.
Drive for Results
Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
Self-Awareness and Insight
Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.
Leads Change and Innovation Actively leads change, does what is right for the business and drives continuous improvement through innovation.
Diversity and Inclusiveness Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.
Closing Date
2026/04/06