Insurance Portfolio Manager: Growth & Client Partnerships

ARCS; Gauteng; On-site; ZAR 400,000 - 500,000; Full time

Job summary

ARCS in Gauteng is seeking a portfolio-focused insurance professional to manage and grow client portfolios. You will develop pipelines, engage brokers and clients, and lead renewal processes while ensuring documentation and compliance across schemes.

Responsibilities span portfolio performance, cross-selling, product development and close collaboration with underwriting, finance and claims to meet annual targets and deliver strong client service.

Qualifications

• 4-6 years' general business and insurance experience.
• Insurance industry experience is non-negotiable.
• Experience in portfolio management, client relationship management and/or business development in insurance.
• Experience engaging with brokers, clients and senior stakeholders.
• Ability to interpret financial information, actuarial data and budgets.

Responsibilities

• Manage and grow an existing portfolio of insurance clients.
• Develop and maintain a pipeline of potential business through client, broker and internal relationships.
• Identify opportunities to retain, grow and enhance the existing portfolio.
• Conduct regular client meetings and maintain strong client relationships.
• Resolve client queries promptly and effectively.
• Analyse client requirements and review portfolio structures and servicing needs.
• Identify cross-selling opportunities for insurance products and solutions.
• Participate in renewal processes with clients and brokers.
• Ensure documentation for insurance programmes is in place.
• Provide portfolio information and reports to clients.
• Prepare client status reports.
• Support claim payments processing when required.
• Review financial statements, actuarial information and budgets.
• Achieve annual new business and revenue targets.
• Identify and source prospective clients and opportunities.
• Develop new insurance products and structures in response to market needs.
• Build relationships with prospective clients, brokers and internal stakeholders.
• Engage with senior client stakeholders (Finance, Risk, etc.).
• Collaborate with Underwriting, Finance, Actuarial and Claims.
• Participate in product development and launch initiatives.
• Define product specifications and contribute to pricing and income structures.
• Coordinate documentation, agreements and system requirements for new solutions.
• Follow up on business inquiries and opportunities.
• Ensure compliance with new-business take-on procedures.
• Market insurance products to clients.

Skills

Portfolio management

Client relationship management

Business development

Budget interpretation

Education

B.Com degree

FAIS compliance advantageous

Project Management qualification advantageous

Tools

Microsoft Office

Job description

ARCS in Gauteng is seeking a portfolio-focused insurance professional to manage and grow client portfolios. You will develop pipelines, engage brokers and clients, and lead renewal processes while ensuring documentation and compliance across schemes.

Responsibilities span portfolio performance, cross-selling, product development and close collaboration with underwriting, finance and claims to meet annual targets and deliver strong client service.