Portfolio & Affinity Manager
Company: Marsh
Description: We are seeking a talented individual to join our Commercial team at Marsh. This role will be based in Sandton.
ONLY Commercial CE colleagues are eligible to apply We will count on you to: Responsible for managing the overall regional portfolio from a performance perspective i.e. renewal increases, organic growth, retention strategy and overall client service Responsible for regional Commercial sales strategy and budget Responsible for implementation of the growth strategy of Affinity Schemes and Commercial within the region Ensure operational efficiency through implementation of the approved T.O.M Collaborate with the C&C Manco to deliver on C&C targets and objectives Identify opportunities for the region through effective internal and external collaboration Responsible for determining renewal increases for the regional commercial book Ensure that all renewals are done timeously by the Regional Portfolio Client Executives Manage, support, train, coach and motivate Regional Portfolio Client Executives Set annual budgets and manage Region within these budgets Responsible for financial reporting (budget and forecasting) Expanded Business: Participate effectively in cross selling / upselling initiatives to assist the C&C Division to meet expanded sales targets and retention of clients Develop retentions strategy to ensure effective retention of clients by Regional Portfolio Client Executives Ensure that the Regional Portfolio Client Executives adhere to escalation and complaints SLAs Foster sound working relationships with other functional business units, Insurers, administrators and Sales Adhere to all Marsh compliance policies, business practices and training requirements What you need to have: Minimum 1-3 years management experience Minimum 5-10 years' appropriate experience in the commercial client service environment Minimum 2 years' experience in Specialist markets e.g. Specialist liabilities, Marine etc. Relevant insurance qualification e.g. ACII / HCII or Fellowship A 3-year degree is preferable Must have RE 5, and CPD as per FAIS requirement Must be FAIS compliant with relevant commercial FAIS Credits as per DOFA Fluent in English and Afrikaans Mathematical and computer literacy (MS Office, specifically strong Excel and PowerPoint skills) Proven Technical understanding of classes in mid-market insurance environment i.e. Personal Lines, Commercial, Specialist and Affinity Insurance Solutions Minimum 3 years Commercial Insurance Brokerage experience Must have a valid driver's licence and a car Skills & behavioural competencies
Customer Oriented individual Excellent Interpersonal skills Planning and organisation skills Problem solving skills Results driven Presentation skills Excellent negotiation skills Verbal and Written communication skills Strong administration skills Self-management skills Financial acumen Preferred personal attributes
Passionate about customer service Energetic Enthusiastic/Self Starter/Initiator Disciplined People orientated person Team player Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are also committed to providing reasonable support to any candidate with a disability to allow them to fully participate in the recruitment process. We welcome candidates to contact us at ****** to discuss any specific needs.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
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