Insurance Portfolio Manager

Bebeeportfolio; Gauteng; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A leading insurance services provider in Gauteng is seeking an Insurance Portfolio Manager to deliver exceptional service and quotations for clients' personal short-term insurance needs. The successful candidate will manage existing portfolios, assist clients via phone, capture necessary changes, and maintain thorough documentation. This role requires strong communication skills, a customer-focused approach, and the ability to ensure client satisfaction through efficient service delivery.

Qualifications

• Strong communication skills to assist clients effectively.
• Experience in managing insurance portfolios with a strong customer focus.
• Ability to maintain accurate documentation and follow-up.

Responsibilities

• Provide exceptional service and quotations for clients' insurance needs.
• Regularly follow up on outstanding information/documentation.
• Advise clients on optimal insurance coverage.

Skills

Client service

Quotations management

Risk assessment

Job description

Job Summary

We are seeking a skilled Insurance Portfolio Manager to provide exceptional service and quotations for clients' personal short-term insurance requirements.

The successful candidate will be responsible for servicing and providing quotations for existing portfolios, assisting clients via phone, capturing changes on the system, and maintaining a diary of outstanding information / documentation.

Key Responsibilities

• Servicing and providing quotations for existing portfolios to ensure high levels of client satisfaction.
• Assisting clients by phone, taking instructions, and confirming them in writing to maintain open communication channels.
• Capturing changes on the system, generating schedules and debit / credit notes, and sending to the client with a covering letter to ensure seamless transaction processing.
• Maintaining a diary of outstanding information / documentation and following up regularly via telephone, email, or SMS to ensure timely resolution of queries.
• Deleting warranties and adjusting premiums if discounts were given for a tracking device or limited kilometres, and documentation / information is not received after 3 follow-ups to optimize policy coverage.
• Advising clients on proper insurance coverage and maintaining necessary working notes to ensure accurate risk assessment.
• Making notes on EDS files regarding follow-up on diary to facilitate efficient workflow management.
• Contacting clients who request cancellation to understand the reason and offer alternative options to retain them.
• Flagging any client-specific issues related to loss of income or poor service levels to ensure prompt attention.
• Confirming all advice, telephonic discussions, and client discussions in writing to maintain a paper trail.
• Handling Renewals, New Business, Re-insurance, and Credit Control to ensure comprehensive policy management.