Portfolio Manager (Account Executive)

Recruitment Insured; Johannesburg; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Recruitment Insured seeks a Portfolio Administrator/Manager (Account Executive) to join our Bedfordview team. The role manages a portfolio of insurance clients, sources new business, and builds lasting relationships while presenting tailored insurance solutions.

You will conduct risk assessments, prepare quotations, and negotiate with insurers. In-office, Mon-Fri; RE5 and FAIS compliance preferred; own vehicle for client visits.

Qualifications

• 3-10 years' client facing insurance experience including short term/commercial lines.
• Experience growing and managing a client portfolio
• New business development and client retention
• RE5 and FAIS compliance
• NQF level 4/5 in Short-Term Insurance or equivalent
• Strong sales, negotiation and communication skills
• Client-facing with attention to detail and documentation
• Knowledge of insurance products, underwriting principles and policy structures
• MS Office proficiency; own vehicle and license for client visits
• Excellent English speaking and writing

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

New business development

Sales

Negotiation

Communication

Microsoft Office

Education

NQF4/5 Short-Term Insurance

RE5

FAIS compliance

Tools

MS Office

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