BERNARD JACOBS

BERNARD JACOBS

Senior Portfolio Manager

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  • Timeline

  • About me

    Assistant Underwriting Manager at Bryte Insurance Company Ltd

  • Education

    • IISA / Unisa

      1990 - 2031
      Fellow of Insurance Institute of SA Insurance

      I studied Insurance courses such as COP, ICIBS, Higher Certificate in Insurance Studies, Advanced Insurance Practise. I have completed my Programme in Risk Management

    • West Ridge High

      1981 - 1985
      12

      Activities and Societies: I Played Cricket Matric

  • Experience

    • Mutual & Federal

      Feb 2004 - Aug 2013
      Senior Portfolio Manager

      My responsibilities were to service National brokers and Admin Houses. I was responsible for my portfolio in ensuring profitable growth and retention of business. This included building relationships with my brokers, providing quotations, negotiating renewals, providing and receiving reports, analysing my portfolio and implementing actions where necessary to achieve a profitable portfolio.

    • Bryte Insurance Company Ltd

      Sept 2013 - now
      Assistant Underwriting Manager

      I am responsible for running the companies Administrators on a National basis. One of my duties is to standardize the administrators in certain vital functions for example introducing monthly reports that we required from them. This helps to ensure that we have more control on business that is written on external platforms. I am responsible for approving new brokers being added to the administrators platform and I track new and cancelled brokers on each administrators platform (including books of business per broker within the administrator). I also approve book take overs or cancellations per broker under each administrator. I am responsible for the governance of each administrator ensuring that we abide by all the FSB and FAIS requirements. I am responsible for the loss ratio's of each administrator as well as implementing actions to reduce their loss ratio's to acceptable levels. I am good at correcting books of business that are running poorly Show less

  • Licenses & Certifications

    • Advanced Insurance Practise (ACII)

      Associate Member to the IISA
      Apr 2012
    • Programme In Risk Management (FIISA)

      Insurance Institute of South Africa
      Apr 2021