Introduction
Responsible for the underwriting and management of new and existing clients for the Construction Guarantees division. The role will involve financial, technical and credit risk assessment, portfolio management, client and broker liaison.
Role Purpose
Responsible for the underwriting and management of new and existing clients for the Construction Guarantees division. The role will involve financial, technical and credit risk assessment, portfolio management, client and broker liaison.
Requirements
A Diploma/Degree in the Built Environment or Finance
Certificate in Short-Term Insurance (or working towards it)
RE 5 Certificate for Representatives (or working towards it)
FAIS compliant (or working towards it)
At least 5 years construction industry, insurance or banking experience
At least 3 years working experience in a bank/guarantees business or finance division (preferable)
Duties & Responsibilities
Assess, analyse and interpret financial statements
Underwrite profitable construction guarantees to satisfy the business unit's objectives and targets
Underwrite construction guarantee facilities within the underwriting policy, mandate and guidelines
Manage risk assessment of businesses (credit, technical, operational)
Manage the underwriting portfolio i.e. analyse trends and scenario plans from which portfolio strategies can be developed and implemented
Manage existing client's facility review process on an annual basis
Administer new and existing guarantee applications (drafting, issuances, amendments, cancellations)
Administer all financial transactions on guarantee transactions (premium quotations, invoices and collateral)
Prepare portfolio reports for management feedback
Assist in the business development space, in consultation with Management
Compile assessments 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 timeously
Competencies
Analytical thinking
Accuracy and high attention to detail
Results/Output/Deadline driven
Process orientated
Team player/Collaborative
Good communication skills
Relationship management
Business acumen
Networking skills
Client orientated
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