Responsible for the management and underwriting of a portfolio of clients for the Commercial Guarantees division.
Requirements
- A Diploma/Degree in commerce/finance/insurance
- Certificate in short-term Insurance (or working towards it)
- RE 5 Certificate for Representatives (or working towards it)
- At least 3 years working experience in a guarantees division
- Underwrite profitable guarantee business to satisfy the business units objectives and targets
- Underwrite guarantee facilities within the underwriting policy, mandate and guidelines
- Manage risk assessment of clients (credit, technical, operational)
- Manage the underwriting portfolio i.e. analyse trends and scenario plans from which portfolio strategies can be developed and implemented
- Manage the clients facility review process on an annual basis
- Administer new and existing guarantee applications (drafting, issuances, amendments, cancellations)
- Administer all financial transactions on portfolio (premium quotations, invoices and collateral)
- Prepare portfolio reports for management feedback
- Assist in the business development space, in consultation with Management
- Compile assessment and review reports for all facilities within the portfolio
- Compile risk assessment reports for project sites
- Undertake site visits on projects that are listed for project risk monitoring
- Represent Guardrisk at client meetings across South Africa for both new clients and existing clients facility review purposes
- Develop and maintain strong relationships with key brokers/intermediaries and clients and other relevant stakeholders
- Continually improve and maintain high service levels
- Administer broker and client queries timely
