Portfolio Manager

Recruitment Insured; Johannesburg; On-site; ZAR 420,000 - 720,000; Full time

Job summary

Recruitment Insured is seeking a Portfolio Administrator/Manager (Account Executive) to join their Bedfordview team. You will manage client portfolios, develop new business opportunities, and maintain strong client relationships.

The role requires 3–10 years in short-term insurance, RE5, FAIS compliance, and solid communication. Office-based with occasional client visits; own vehicle and license preferred.

Qualifications

• 3–10 years' relevant client-facing experience in insurance (short term/commercial/Assets All Risks/personal lines/travel)
• Experience managing and growing a client portfolio
• New business development experience
• Client retention
• RE5
• FAIS compliance
• NQF Level 4/5 in Short-Term Insurance or industry qualification
• Strong sales and negotiation skills
• Excellent communication abilities
• Attention to detail – compliance and documentation

Responsibilities

• Manage and service an allocated portfolio of insurance clients
• Actively source, develop, and secure new business opportunities
• Build and maintain strong, long-term client relationships
• Conduct client reviews and risk assessments
• Provide tailored insurance solutions aligned with client needs
• Prepare and present quotations and proposals
• Negotiate terms with insurers and underwriting partners
• Ensure compliance and regulatory requirements are adhered to
• Maintain accurate client records and documentation
• Assist with claims support and resolution if required

Skills

Client-facing

Communication

Attention to detail

Negotiation

Education

NQF 4/5 in Short-Term Insurance

RE5

FAIS compliance

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

Introduction

Our client, a well-established and reputable short term insurance brokerage is seeking a Portfolio Administrator/Manager (Account Executive) to join their busy team in Bedfordview, Germiston. Client facing portfolio management and new business development experience is needed. The role works directly with clients and not brokers, as the company is itself a broker.

Duties & Responsibilities

• Manage and service an allocated portfolio of insurance clients
• Actively source, develop, and secure new business opportunities
• Build and maintain strong, long-term client relationships
• Conduct client reviews and risk assessments
• Provide tailored insurance solutions aligned with client needs
• Prepare and present quotations and proposals
• Negotiate terms with insurers and underwriting partners
• Ensure all compliance and regulatory requirements are adhered to
• Maintain accurate client records and documentation (own administration)
• Assist with claims support and resolution if and where required

Desired Experience & Qualification

• 3–10 years' relevant client facing experience in the insurance industry (short term/commercial/Assets All Risks/personal lines/travel) and this should include:-
• Experience managing and growing a client portfolio
• New business development experience
• Client retention
• RE5
• FAIS compliance
• NQF Level 4/5 in Short-Term Insurance or industry recognised qualification
• Strong sales and negotiation skills
• Client-facing experience with excellent communication abilities
• Attention to detail – compliance and documentation
• Knowledge of insurance products, underwriting principles, and policy structures
• Microsoft Office proficiency (Excel, Outlook, Word)
• Although position is in office, own vehicle and license is required for client visits
• Excellent English language skills – speaking and writing
• In office position – Mon–Fri