Portfolio Manager

Accredited Resource Consulting Services (Pty) Ltd; Sandton; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Accredited Resource Consulting Services (Pty) Ltd is seeking an experienced Portfolio Manager to manage and grow a portfolio of insurance clients while developing new business opportunities. The role requires building strong relationships with clients and brokers and engaging with senior stakeholders across underwriting, finance and actuarial teams.

You will identify growth opportunities, contribute to product development and pricing, and ensure timely delivery across the client lifecycle with

Qualifications

• Strong working knowledge of Microsoft Office.
• Project Management qualification or experience would be advantageous.
• FAIS compliance would be advantageous.

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.
• Address and resolve client queries promptly and effectively.
• Analyse client requirements and review portfolio structures and servicing needs on an ongoing basis.
• Identify opportunities for cross-selling relevant insurance products and solutions.
• Participate in the insurance renewal process with clients and brokers.
• Ensure that all required documentation relating to insurance programmes and facilities is in place.
• Provide relevant statistical and portfolio information to clients.
• Prepare and maintain client status reports.
• Support the authorisation and processing of claim payments where required.
• Review and interpret financial statements, actuarial information and budgets.
• Achieve agreed annual new business and revenue targets.
• Identify and source prospective clients and new business opportunities.
• Develop new insurance products, solutions and structures in response to market and client requirements.
• Build and maintain strong relationships with prospective clients, brokers and internal stakeholders.
• Engage with senior client stakeholders, including Financial Managers, Financial Directors and Risk Managers.
• Work collaboratively with Underwriting, Finance, Actuarial and Claims functions.
• Participate in product development and product launch initiatives.
• Engage with stakeholders to define and finalise product specifications.
• Contribute to pricing, cost and income structures.
• Coordinate relevant documentation, agreements, processes, responsibilities, system requirements and legal requirements associated with new solutions.
• Follow up on business enquiries and potential opportunities.
• Ensure compliance with established new-business take-on procedures.
• Market insurance products and services to prospective and existing clients.
• Compile and manage portfolio budgets.
• Monitor budgets, forecasts, financial performance and new business targets.
• Review monthly budget performance and report on variances.
• Track portfolio renewals and ensure deadlines are met.
• Maintain accurate client and portfolio records.
• Maintain prospect pipelines and provide regular progress reporting.
• Monitor project deliverables and financial and actuarial deadlines.
• Attend relevant operational and business meetings.
• Provide regular reporting on portfolio performance, prospects, renewals, budgets and key deliverables.
• Ensure that agreed deadlines and business objectives are consistently achieved.

Skills

Portfolio management

Client relationship management

Business development

Financial acumen

Stakeholder engagement

Education

Microsoft Office proficiency

Project Management qualification

FAIS compliance (advantageous)

Tools

Microsoft Office

Job description

An established organisation within the insurance sector is seeking an experienced Portfolio Manager to manage and grow an existing portfolio of clients while identifying and developing new business opportunities.

The successful candidate will be responsible for building strong client and broker relationships, identifying opportunities for portfolio growth, supporting the development of insurance products and structures, and ensuring effective delivery across the full client lifecycle.

This role requires a commercially minded professional with strong insurance knowledge, financial acumen, relationship management capability and the ability to engage confidently with senior stakeholders.

Duties & 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.
• Address and resolve client queries promptly and effectively.
• Analyse client requirements and review portfolio structures and servicing needs on an ongoing basis.
• Identify opportunities for cross-selling relevant insurance products and solutions.
• Participate in the insurance renewal process with clients and brokers.
• Ensure that all required documentation relating to insurance programmes and facilities is in place.
• Provide relevant statistical and portfolio information to clients.
• Prepare and maintain client status reports.
• Support the authorisation and processing of claim payments where required.
• Review and interpret financial statements, actuarial information and budgets.

New Business & Product Development

• Achieve agreed annual new business and revenue targets.
• Identify and source prospective clients and new business opportunities.
• Develop new insurance products, solutions and structures in response to market and client requirements.
• Build and maintain strong relationships with prospective clients, brokers and internal stakeholders.
• Engage with senior client stakeholders, including Financial Managers, Financial Directors and Risk Managers.
• Work collaboratively with Underwriting, Finance, Actuarial and Claims functions.
• Participate in product development and product launch initiatives.
• Engage with stakeholders to define and finalise product specifications.
• Contribute to pricing, cost and income structures.
• Coordinate relevant documentation, agreements, processes, responsibilities, system requirements and legal requirements associated with new solutions.
• Follow up on business enquiries and potential opportunities.
• Ensure compliance with established new-business take-on procedures.
• Market insurance products and services to prospective and existing clients.
• Compile and manage portfolio budgets.
• Monitor budgets, forecasts, financial performance and new business targets.
• Review monthly budget performance and report on variances.
• Track portfolio renewals and ensure deadlines are met.
• Maintain accurate client and portfolio records.
• Maintain prospect pipelines and provide regular progress reporting.
• Monitor project deliverables and financial and actuarial deadlines.
• Attend relevant operational and business meetings.
• Provide regular reporting on portfolio performance, prospects, renewals, budgets and key deliverables.
• Ensure that agreed deadlines and business objectives are consistently achieved.

Requirements

Education & Qualifications

• Strong working knowledge of Microsoft Office.
• Project Management qualification or experience would be advantageous.
• FAIS compliance would be advantageous.

Experience

• 4–6 years' general business and insurance experience.
• Insurance industry experience is non-negotiable.
• Demonstrated experience in portfolio management, client relationship management and/or business development within the insurance environment.
• Experience engaging with brokers, clients and senior business stakeholders.
• Commercial and financial acumen, including the ability to interpret financial information, actuarial data and budgets.
• Experience contributing to the development of insurance products, structures or solutions would be advantageous.