Portfolio Manager / Broker Consultant

Equate Recruitment; Durban; À distance; ZAR 450 000 - 650 000; Plein temps

Avantages offerts par ce poste

Training & Development

Résumé du poste

Equate Recruitment South Africa is seeking an experienced Insurance Portfolio Manager to take over an existing broker/client portfolio. The role involves building strong relationships, pursuing new business, and providing ongoing client support.

Travel across provinces is required, with a focus on expanding the client base and achieving sales targets while maintaining professional relationships with brokers and clients.

Qualifications

• Matric and RE5 with a short-term commercial insurance qualification.
• Minimum 5 years' experience dealing with brokers and selling insurance.
• Knowledge of commercial vehicle insurance or fleet preferred.

Responsabilités

• Portfolio Management: Take over an existing portfolio of brokers and clients and maintain relationships.
• New Business Development: Actively pursue new business opportunities to expand the client base and revenue.
• Relationship Building: Build long-term relationships with brokers, clients, and internal stakeholders.
• Client Support: Provide ongoing support and advice to brokers and clients regarding insurance products.
• Sales and Marketing: Promote and sell insurance products and meet sales targets.
• Travel: Regular travel to meet with brokers and clients and attend business development meetings.
• Problem-Solving: Address issues with brokers or clients while maintaining a professional relationship.

Connaissances

Communication

Negotiation

Interpersonal skills

Formation

Matric

RE5

Short-term commercial insurance qualification

Description du poste

Key Responsibilities:

• Portfolio Management: Take over an existing portfolio of brokers and clients. Build and maintain strong, lasting relationships, ensuring the continuity of business and satisfaction for all clients.
• New Business Development: Actively pursue new business opportunities within the industry to expand the client base and increase revenue, while effectively managing existing clients.
• Relationship Building: Build and maintain strong, long-term relationships with brokers, clients, and internal stakeholders to foster loyalty and trust.
• Client Support: Provide ongoing support and advice to brokers and clients regarding insurance products, ensuring their understanding and satisfaction with the offerings.
• Sales and Marketing: Promote and sell insurance products, identifying opportunities for growth, and ensuring that sales targets are met.
• Travel: Regular travel to meet with brokers, clients, and attend business development meetings.
• Problem-Solving: Address and resolve any issues that arise with brokers or clients, ensuring that demands are met while maintaining a professional relationship.

Key Requirements:

• Qualifications:
  • Matric
  • RE5
  • Fully qualified in short-term commercial insurance
• Experience:
  • Minimum of 5 years’ proven experience in dealing with brokers and selling insurance products.
  • Good understanding of the commercial insurance industry, preferably with knowledge of commercial vehicle insurance or fleet.
  • Experience in portfolio management or account management, with the ability to take over and manage an existing portfolio effectively.
• Personal Attributes:
  • Outgoing, personable, and professional demeanour.
  • A hunger for business and a proactive approach to sales.
  • Reliability and consistency in performance.
  • Ability to deal with demanding clients and brokers, with a strong focus on relationship management.
  • Self-motivated and disciplined enough to work effectively in a mostly remote environment
• Skills:
  • Excellent communication, negotiation, and interpersonal skills.
  • Strong organizational and time management skills to balance portfolio management with new business development.
• Transport:
  • Must have access to personal transport for travel across various provinces

• Training & Development: We are looking for an individual who we can groom and develop to fit into our specialized niche in the insurance market. This is an excellent opportunity for someone eager to learn and grow within the industry.