Portfolio Manager: HCV & Commercial (Finance/Insurance)

AtripleA recruitment & temps; Pretoria; On-site; ZAR 279,000 - 446,400; Full time

Job summary

A recruitment agency is seeking a Portfolio Manager (HCV & Commercial) to maintain strong relationships with brokers and outperform competition. Ideal candidates should have at least 3 years' experience as a broker consultant or portfolio manager, knowledge of HCV and commercial products, and qualifications such as NQF Level 4 and RE 5 Level 1 examinations. This role is based in Pretoria and involves working closely with underwriters to ensure compliance with company standards.

Qualifications

• 3 years' experience as a broker consultant or portfolio manager.
• Experience in working with HCV and Commercial products.

Responsibilities

• Find ways to outperform competition and maintain company image.
• Build rapport with short-term insurance brokers.
• Maintain strong relationships with brokers.
• Canvass new Financial Intermediaries specializing in heavy commercial business.
• Ensure risks comply within reinsurance treaties and internal mandates.

Skills

Ability to work under pressure

Negotiating skills

Good communication skills

Policy, product and systems knowledge

Interpersonal skills

Problem solving and analysis

Detail oriented

Numeric skills

Customer service oriented

Building relationships

Education

NQF Level 4: Short-Term Commercial Lines 60 Credits

RE 5 Examination Level 1

Job description

Portfolio Manager: HCV & Commercial (Finance/Insurance)

Location: Pretoria East

Our client, an underwriting management agency specialising in the following niche areas of insurance: aviation, HCV & commercial, lifestyle, personal accident and renewable energy, requires a Portfolio Manager (HCV & Commercial) to build and preserve trusting relationships with their customers.

Key Requirements

• Ability to work under pressure
• Negotiating skills
• Good communication skills
• Policy, product and systems knowledge
• Interpersonal skills
• Problem solving and analysis
• Detail oriented
• Numeric skills
• Customer service oriented
• Building relationships

Qualifications & Experience

• 3 years' experience as a broker consultant / portfolio manager
• Experience in working with HCV and Commercial products
• NQF Level 4: Short‑Term Commercial Lines 60 Credits
• Successfully completed the RE 5 Examination Level 1

Key Responsibilities

• To find ways to outperform our competition and maintain our company's positive image.
• Excellent communicator.
• Able to work with underwriters and build rapport with short‑term insurance brokers.
• A strategic thinker with an analytical mind.
• Strong problem‑solving skills.
• Maintain strong relationships with our brokers.
• Boost our brand and profits in the long run.
• Call on existing Financial intermediaries.
• To canvass new Financial Intermediaries specializing in heavy commercial and commercial business.
• Ensuring that risks are written within the company's risk appetite and comply within the reinsurance treaties and internal mandates.
• Monitoring and taking corrective action on badly performing risks.
• Maintain an acceptable loss ratio.
• Maintain policy wording drafts and ensure that the product remains competitive with market offering.
• Dealing with day‑to‑day queries and amendments to existing policies.
• Providing brokers with advice.
• Maintaining and building good customer relationships with brokers.
• Conducting product training to brokers.
• Provide input into building and designing various aspects of the products on a designated system.
• Provide comparisons between the competitors' products.

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ATripleA Recruitment and Temps