Portfolio Director, Insurance & Client Growth

Guardrisk; Sandton; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Guardrisk in Sandton seeks a Portfolio Manager to lead a client portfolio, ensure robust relationships and drive profitability. You will interpret financial data, manage budgets, and contribute to product and pricing discussions.

Lead a team, identify new business opportunities, oversee renewals, and coordinate with underwriting and finance to deliver optimal client solutions within a regulated insurance environment.

Qualifications

• Relevant tertiary qualification required.
• FAIS compliance / RE qualification required.
• Related insurance qualification preferred.
• Minimum 5 years in client services and operations within insurance/financial services.
• Minimum 5–7 years in a Portfolio Manager role.
• At least 3 years in a leadership capacity.

Responsibilities

• Manage an existing portfolio of clients with deep market insight.
• Maintain relationships with clients and stakeholders within the portfolio.
• Interpret financial statements and actuarial data; manage budgets.
• Advance Guardrisk's image and presence through proactive engagement.
• Discuss and distribute statistical information; approve claims when needed.
• Resolve client queries; re-evaluate portfolio structures as needs change.
• Identify cross-selling opportunities and oversee renewal processes.
• Coordinate documentation, agreements, and processes; ensure policy compliance.
• Develop new prospects, achieve annual new business targets, and grow income.

Skills

Client relationship management

Financial acumen

Leadership

Regulatory compliance

Education

Relevant tertiary qualification

FAIS compliant / RE qualification

Related insurance qualification

Job description

Guardrisk in Sandton seeks a Portfolio Manager to lead a client portfolio, ensure robust relationships and drive profitability. You will interpret financial data, manage budgets, and contribute to product and pricing discussions.

Lead a team, identify new business opportunities, oversee renewals, and coordinate with underwriting and finance to deliver optimal client solutions within a regulated insurance environment.