Portfolio Manager

The Working Earth; Gauteng; On-site; ZAR 600 000 - 850 000; Full time

Job summary

A leading insurance company in South Africa seeks a Portfolio Manager to manage and grow a panel of brokers. The ideal candidate should have over 5 years of experience in short-term insurance, strong sales exposure, and technical competence in Engineering Products. Responsibilities include underwrite and accept risks, developing sales plans, and ensuring compliance with underwriting standards.

Qualifications

• Minimum 5 years' experience in the short-term insurance industry.
• FAIS compliant.
• Valid driver's license.

Responsibilities

• Manage, develop, and grow a panel of brokers.
• Generate new opportunities and achieve sales targets.
• Underwrite and accept risks within delegated authority.

Skills

Sales exposure

Broker network

Technical competence in Engineering Products

Job description

Overview Portfolio Manager – Engineering

In this role, you will be responsible for managing, developing, and growing a designated panel of brokers, retaining existing business, generating new opportunities, and achieving sales and profitability targets.

Skills Minimum 5 years' experience in the short-term insurance industry, with strong sales exposure and a solid broker network.

Proven technical competence in Engineering Products and underwriting principles.

FAIS compliant.

Valid driver's license.

Job Description

• Develop a business plan that reflects market opportunities within your portfolio.
• Produce and implement a sales plan to identify, develop, and manage prospects.
• Underwrite and accept risks within delegated authority to ensure effective execution.
• Grow and retain business to achieve GWP (Gross Written Premium) and profitability targets.
• Monitor and track productivity levels.
• Work closely with brokers to understand their needs and deliver superior client service.
• Analyse brokers' business plans to identify and develop future opportunities.
• Develop and strengthen broker relationships to meet business growth targets.
• Ensure compliance with underwriting standards, procedures, and controls.
• Implement agreed underwriting measures to maintain targeted loss ratios and rates.
• Adhere to risk acceptance criteria, reinsurance capacity, risk classifications, decline risks, and approved pricing tools.

We also invite you to contact us to discuss other exciting career opportunities.