Are you a results-driven professional who thrives on strategy, service excellence, and building lasting insurer relationships?
Overview
We're looking for a Portfolio Manager to join our dynamic team in a key role focused on driving profitability, growth and retention.
What You'll Do
- Manage and grow portfolios with key insurers.
- Build and maintain strong, trusted relationships with insurer partners and stakeholders.
- Monitor portfolio performance, analyse trends, and implement targeted action plans to drive profitability.
- Prepare and manage financial and management reports, ensuring accurate data for decision-making.
- Oversee underwriting policies and claims processes in collaboration with insurer partners.
- Ensure smooth monthly operations — including reconciliations, payments, and reporting cycles.
- Support and develop the service advisor team, fostering a culture of motivation, accountability, and service excellence.
- Participate in planning meetings, strategic meetings, and product improvement initiatives.
- Identify operational gaps and work with internal systems to improve efficiency.
- Mentor claims and underwriting consultants.
What You Bring
- 5+ years' experience in short-term insurance portfolio or account management.
- Higher Certificate in Short-term Insurance (NQF 5).
- Strong analytical, financial, and reporting skills.
- Excellent relationship‑building and negotiation ability.
- Proven communication skills in Afrikaans and English.
- Knowledge in insurance systems.
- Relevant tertiary qualification in Finance, Business, or Insurance (advantageous).
- FAIS‑compliant and RE5 certified.
Job Details
- Job Type: Full-time
- Pay: R
- Work Location: In person