Portfolio Manager - Hcv Insurance

Equate Recruitment; Johannesburg; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player in Heavy Commercial Vehicle Insurance seeks a Portfolio Manager to enhance relationships with brokers and clients. This role is perfect for a proactive individual eager to develop their career in a specialized niche. The successful candidate will manage an existing portfolio while actively pursuing new business opportunities. Strong communication and negotiation skills are essential, as is fluency in Afrikaans. With regular travel across provinces, this position offers a dynamic work environment where your contributions will significantly impact the company's growth.

Qualifications

• Fully qualified in short-term commercial insurance.
• Minimum of 5 years’ experience in dealing with brokers and selling insurance products.

Responsibilities

• Manage an existing portfolio of brokers and clients, ensuring satisfaction.
• Pursue new business opportunities to expand the client base.

Skills

Communication Skills

Negotiation Skills

Interpersonal Skills

Organizational Skills

Time Management

Education

Short-Term Commercial Insurance Qualification

Job description

A leading provider of Heavy Commercial Vehicle Insurance across South Africa and the SADC region is looking for a Portfolio Manager to join its team. The company specializes in building long-lasting relationships within the insurance industry and prides itself on its expertise in underwriting, as well as a deep understanding of the heavy commercial vehicle insurance sector.

The role involves taking over an existing portfolio of brokers and clients, ensuring continuity in relationships, and focusing on new business development. The ideal candidate will have experience in dealing with brokers and selling insurance products, with a preference for knowledge in trucking insurance. The company is looking for an individual they can groom and develop to fit into their specialized niche in the insurance market. This is an excellent opportunity for someone eager to learn and grow within the industry.

Fluency in Afrikaans is essential, and the candidate must be willing to travel to the provinces of North West, Free State, Bloemfontein, Mpumalanga, and Pretoria as part of the role.

Key Responsibilities:

• Portfolio Management: Take over an existing portfolio of brokers and clients. Build and maintain strong, lasting relationships, ensuring the continuity of business and satisfaction for all clients.
• New Business Development: Actively pursue new business opportunities within the industry to expand the client base and increase revenue, while effectively managing existing clients.
• Relationship Building: Build and maintain strong, long-term relationships with brokers, clients, and internal stakeholders to foster loyalty and trust.
• Client Support: Provide ongoing support and advice to brokers and clients regarding insurance products, ensuring their understanding and satisfaction with the offerings.
• Sales and Marketing: Promote and sell insurance products, identifying opportunities for growth, and ensuring that sales targets are met.
• Travel: Regular travel to different provinces (including North West, Bloemfontein, Free State, Mpumalanga, Pretoria) to meet with brokers, clients, and attend business development meetings.
• Problem-Solving: Address and resolve any issues that arise with brokers or clients, ensuring that demands are met while maintaining a professional relationship.

Key Requirements:

Qualifications:

• Fully qualified in short-term commercial insurance.

Experience:

• Minimum of 5 years’ proven experience in dealing with brokers and selling insurance products.
• Good understanding of the commercial insurance industry, preferably with knowledge of commercial vehicle insurance.
• Experience in portfolio management or account management, with the ability to take over and manage an existing portfolio effectively.

Personal Attributes:

• Outgoing, personable, and professional demeanour.
• A hunger for business and a proactive approach to sales.
• Reliability and consistency in performance.
• Ability to deal with demanding clients and brokers, with a strong focus on relationship management.

Language:

• Afrikaans-speaking as the majority of the portfolio is comprised of Afrikaans-speaking brokers and clients.

Skills:

• Excellent communication, negotiation, and interpersonal skills.
• Strong organizational and time management skills to balance portfolio management with new business development.

Transport:

• Must have access to personal transport for travel across various provinces including North West, Bloemfontein, Free State, Mpumalanga, and Pretoria, is required.