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Portfolio Manager (Renasa)
full-timeMilnerton

Summary

Location

Milnerton

Type

full-time

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About this role

Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.

Job Purpose

Plan, initiate, grow and manage portfolios and business partners into profitability
through relationship building and risk management. Lead and guide the work of
specialists and serve as the liaison with Senior Managers and Executives to
identify business needs to design and describe solutions that can deliver value.
Monitor progress to assure deadlines, standards, and cost targets are met.

Responsibilities

Portfolio Management
Plan and manage the delivery of projects within an area of professional expertise, using an appropriate project management methodology to give assurance that intended outcomes are achieved.

Underwriting Management
Review, rate and underwrite assigned new business and renewal cases within prescribed authority level, escalating unusual or complex cases to senior colleagues where appropriate. Knowledge of reinsurance and facultative placements.

Insurance Claims Management
Investigate the circumstances of claims and the nature and extent of clients' losses. Review and evaluate information gathered using own subject-matter expertise, and examine additional evidence provided by specialist investigators or subject-matter experts to determine the extent of liability.

Intermediary Management
Build and maintain relationships with intermediaries while also helping senior colleagues.

Stakeholder Engagement
Engage, and build relationships, with stakeholders across the value chain. Facilitate meetings with large groups of stakeholders. Work with front-end, back end developers, marketing, sales, service departments to ensure a holistic management of deliverables. Engage with third-party suppliers or providers to deploy new technology and review and execute the deliverables.

Data Collection & Analysis
Gather project data and report on the state of the performance of the portfolio.

Insights and Reporting
Contribute to the design and creation of reporting strategies and templates for Exco and senior management. Lead execution of complex reports to provide a performance overview for the key portfolios. Identify and interpret complex patterns and trends, and translating those insights into actionable recommendations.

Performance Management
Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organisation's performance management systems to improve personal performance. Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.

Continuous Improvement
Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered on existing products, systems and processes.

Internal and External Communications
Execute a communications plan within established internal communication systems and procedures. Send Communications to Exco or senior management on project tracking and problems to gain buy-in for changes to processes and procedures.

Personal Capability
Building Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Business Development
Monitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.

Education

Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)

Experience

3 or more years’ experience in Intermediated, Broker and Underwriting Manager environment (Essential); Experience in Financial Services Industry (Essential); Experience in Key Account Management Advantageous).

Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.

Other facts

Tech stack
Portfolio Management,Underwriting Management,Insurance Claims Management,Intermediary Management,Stakeholder Engagement,Data Collection,Analysis,Performance Management,Continuous Improvement,Internal Communications,Business Development,Relationship Building,Risk Management,Project Management,Reporting,Technology Understanding

About Telesure Investment Holdings (TIH)

Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africa’s leading and innovative financial institutions.

These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms.

Our origins go back to 1 June 1985, when Auto & General Insurance was launched into the South African market. We have since grown into a group of subsidiaries of which Auto & General now forms a part.

Today, we own some of South Africa’s most loved and recognisable brands, each finding a better way to give their unique group of customers peace of mind.

We exist to continuously find better ways to give people peace of mind, whether it is to protect what they own, their loved ones or their greater ambitions and life plans they’re working so hard for.

We’re proven pioneers with a hunger for doing and being the best we can, bringing customer-focused innovation and service excellence to the financial services industry.

We’re an undivided team of diverse thinkers and doers who believe in leading through technology and pushing past their limits.

TIH is a licensed controlling company.

Team size: 1,001-5,000 employees
LinkedIn: Visit
Industry: Insurance
Founding Year: 1998

What you'll do

  • The Portfolio Manager is responsible for planning, initiating, growing, and managing portfolios and business partners to achieve profitability through relationship building and risk management. This role involves leading specialists, monitoring project progress, and ensuring that deadlines and standards are met.

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Frequently Asked Questions

What does a Portfolio Manager (Renasa) do at Telesure Investment Holdings (TIH)?

As a Portfolio Manager (Renasa) at Telesure Investment Holdings (TIH), you will: the Portfolio Manager is responsible for planning, initiating, growing, and managing portfolios and business partners to achieve profitability through relationship building and risk management. This role involves leading specialists, monitoring project progress, and ensuring that deadlines and standards are met..

Why join Telesure Investment Holdings (TIH) as a Portfolio Manager (Renasa)?

Telesure Investment Holdings (TIH) is a leading Insurance company.

Is the Portfolio Manager (Renasa) position at Telesure Investment Holdings (TIH) remote?

The Portfolio Manager (Renasa) position at Telesure Investment Holdings (TIH) is based in Milnerton, Western Cape, South Africa. Contact the company through Clera for specific work arrangement details.

How do I apply for the Portfolio Manager (Renasa) position at Telesure Investment Holdings (TIH)?

You can apply for the Portfolio Manager (Renasa) position at Telesure Investment Holdings (TIH) directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Telesure Investment Holdings (TIH) on their website.