Summary
Overview
Work History
Education
Skills
Product Experience
Certification
Timeline
Generic
Lee-Ann Munsamy

Lee-Ann Munsamy

Portfolio Manager
Randburg, Johannesburg

Summary

As an experienced Portfolio Manager, I bring forth a range of valuable knowledge and skills which have in turn cultivated my strong professional demeanor, and a proven ability to create, maintain and enhance client relationships.


I am a results oriented individual and I am known for my collaborative approach and results-driven mindset, with focus on adapting to dynamic market conditions.


Through my experience as a Portfolio Manager I have a strong background in financial analysis, budgeting and forecasting.


I work well under pressure and have the proven ability to manage numerous projects at once while ensuring accuracy.


As a results oriented individual I bring forth strong analytical, communication, and teamwork skills, with a proven ability to quickly adapt to new environments. I am always eager to contribute to my teams success and bring forward a positive attitude and commitment to continuous learning and growth.


Overview

20
20
years of professional experience
7
7
Certifications

Work History

Portfolio Manager

Guardrisk Life Limited
11.2021 - Current
  • As a Portfolio Manager within a Cell Captive Insurance environment, I operate on both Life and Non-Life Insurance Licenses.
  • I am responsible for establishing and maintaining strong client relationships which requires a clear understanding of my client's core business and the ability to manage each clients Cell Captive arrangement proactively and efficiently.
  • My main objective is to drive and achieve key strategic goals through client engagements.
  • Continuous evaluation of portfolio structures and servicing requirements relative to the changing needs of the client.
  • Identifying and solving client's needs and requirements to enhance and increase new business and cross selling.
  • Review and articulate financial statements and actuarial data.
  • Manage and coordinate client engagements related to business risks as well as develop/enhance solutions accordingly.
  • Manage product development, renewals and repricing with brokers, clients, and reinsurers.
  • Continuous engagement with Financial Managers, Financial Directors, Risk Managers at client EXCO level.
  • Building and maintaining relationships at client, broker, and interdepartmental levels.
  • Direct involvement in the drafting of Legal Agreements specific to each portfolio structure.
  • Manage and facilitate the onboarding of new Intermediaries and Binder Holders.
  • Manage Conduct Business Reviews and various other regulatory reporting/requirements.
  • Advising technical review teams of all pertinent information prior to each TPA reviews.
  • Providing input into the development of the annual review plans.
  • Manage and maintain CSA (monthly) reviews.
  • Assists with Executive with Divisional Management reporting and where required, provide the necessary support.

Key Account Manager

Hollard Partner Solutions
08.2018 - 10.2021
  • Company Overview: Retail and Affinities
  • Implement and drive adherence to relevant regulatory and compliance requirements.
  • Monitor and enforce practices to foster legal and ethical compliance.
  • Onboard new partners and make certain the appropriate agreements are in place.
  • Optimize sales through collaborated cross functional teams by developing and implementing actionable business solutions to drive sales.
  • Manage and facilitate the introduction of new products.
  • Review and analyze account performance to develop strategies that would enhance performance i.e., increase sales, manage retentions, improve persistency, improve processes, manage claims etc.
  • Direct involvement in annual budgets.
  • Manage and facilitate Partner and Key Stakeholder engagements.
  • Communicate account performance and key initiatives to internal and external stakeholders.
  • Outsource Management specific to UMA's, Policy Administrators, Intermediaries and Binder holders.
  • Manage and coordinate business and partner activities i.e., processes, product development, queries, complaints, SLA's etc.
  • Retail and Affinities

Junior Key Account Manager

Hollard Personal Lines
11.2010 - 07.2018
  • Company Overview: Banks and Corporate
  • Manage and support financial and operational activities.
  • Risk Management: Pre loss (new business) / Post loss (claims) management, renewals, and retentions process.
  • Authorize acceptance or rejection of claims where a business decision is required.
  • Update and maintain all client facing documents as well as policy wordings.
  • Banks and Corporate

Procurement / Creditors Administrator

Hollard
05.2005 - 10.2010
  • Company Overview: Central Services
  • Responsible for account payable processes i.e., payments, reconciliation of creditor's accounts and distribution of remittance advices.
  • Reporting on BEE supplier status and spend.
  • Updating BEE records on supplier database.
  • Tender process support and administration.
  • Supplier management training support and liaison.
  • Central Services

Education

Advance Certificate in Management Practice -

Henley Business School
01-2021

Advance Diploma in Management Practice - Business Management

Henley Business School
04.2001 -

Skills

  • Critical thinking
  • Problem Solving
  • Flawless Consulting
  • Leaders as Coach
  • Relationship Management
  • Operational Management
  • Financial Management
  • Call Centre Management
  • Continuous Process Improvement

Product Experience

Credit Life (Voluntary & Conditional), Funeral, Life Cover, Accident and Trauma, Personal Accident Cover, Outstanding Debt Protection, Motor Comp, Gap, Daily Cash Assist, Customer Loyalty Products

Certification

Class of Business Non-Life Insurance

Timeline

Portfolio Manager

Guardrisk Life Limited
11.2021 - Current

RE1 Regulatory Examination: Key Individual in all Categories of FSPs

09-2021

Leader as Coach

03-2021

Class of Business Non-Life Insurance

01-2021

Class of Business Long Term Insurance

01-2021

Key Account Manager

Hollard Partner Solutions
08.2018 - 10.2021

First Level Regulatory Examination: Representatives

01-2018

Project Management Fundamentals

06-2012

GIBS - Key Account Management Programme

01-2011

Junior Key Account Manager

Hollard Personal Lines
11.2010 - 07.2018

Procurement / Creditors Administrator

Hollard
05.2005 - 10.2010

Advance Diploma in Management Practice - Business Management

Henley Business School
04.2001 -

Advance Certificate in Management Practice -

Henley Business School

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Lee-Ann MunsamyPortfolio Manager