Insurance Portfolio Manager

Insurance Portfolio Manager Bedfordview Johannesburg  

Our client is seeking an experienced Portfolio Manager with 5–10 years’ experience in the insurance industry, including short-term, commercial, Assets All Risks, personal lines, and travel insurance. The successful candidate will be responsible for managing and growing an allocated client portfolio, driving new business, and ensuring excellent client retention and service delivery.

Salary: Market related.

Minimum Requirements:

• 5–10 years’ relevant insurance industry experience
• Proven experience in portfolio management, new business development, and client retention
• RE5 qualification
• FAIS compliant
• NQF Level 4/5 in Short-Term Insurance or recognised industry qualification
• Strong sales, negotiation, and client service skills
• Sound knowledge of insurance products, underwriting principles, and policy structures
• Strong attention to detail, especially regarding compliance and documentation
• Proficient in Microsoft Office (Excel, Outlook, Word)
• Own vehicle and valid driver’s license for client visits
• Excellent English communication skills, both written and verbal

Key Responsibilities:

• Manage and service an allocated portfolio of insurance clients
• Source, develop, and secure new business opportunities
• Build and maintain strong long-term client relationships
• Conduct client reviews and risk assessments
• Provide tailored insurance solutions based on client needs
• Prepare and present quotations and proposals
• Negotiate terms with insurers and underwriting partners
• Ensure compliance with all regulatory and internal requirements
• Maintain accurate client records and handle own administration
• Assist with claims support and resolution where required

Please apply online