Portfolio Manager - Insurance, Uma Experience Essential

Be Different; Gauteng; On-site; ZAR 650,000 - 900,000; Full time

Job summary

Be Different in Gauteng seeks a portfolio development professional with a solid background in insurance and client relationship management. You will grow existing accounts, pursue new opportunities, and collaborate with brokers to deliver compliant, value-driven insurance solutions.

The role requires a BCom, short-term insurance experience (UMA preferred), and strong analytical and communication skills. This is a full-time position based in Gauteng with a focus on strategic growth.

Qualifications

• BCom degree and proficiency in Microsoft Office applications are required.
• Short Term Experience and UMA Experience are not negotiable.
• Knowledge of Insurance and the industry is essential.
• Analytical thinking and attention to detail are required.
• Results- and solution-focused mindset with strong time management.

Responsibilities

• Develop an ongoing portfolio of clients through liaison with the greater business, broker and client relationships.
• Interpret financial statements and actuarial data using financial acumen; manage budgets.
• Develop business image and presence; identify opportunities to grow the portfolio.
• Conduct client meetings and discuss statistical information; provide timely statements.
• Support renewal processes with brokers/clients and ensure documentation is complete.

Skills

Short Term Experience

UMA Experience

Insurance knowledge

Analytical thinking

Attention to detail

Results oriented

Self-management

Time management

Communication

Relationship building

Teamwork

Business & Financial Acumen

Project Management

FAIS Compliant

Education

BCom

Tools

Microsoft Office

Job description

In order to be considered the following is required:

• BCom
• Microsoft Office
• 4 - 6 years general business and insurance experience
• Short Term Experience & UMA Experience (Not Negotiable)
• Knowledge of Insurance and industry
• Project Management (ideal)
• FAIS Compliant (preferable)
• Analytical thinking and attention to detail
• Results and solution focused (drive, energy and follow-through)
• Self-management (planning, prioritizing and time management)
• Visibility and Impact (includes professional presentation)
• Communication
• Relationship building (includes listening and interpersonal sensitivity)
• Teamwork
• Business and Financial Acumen

Responsibilities:
Develop Existing Portfolio of Clients:

• Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship
• Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets
• Developing the business image and presence
• Identifying opportunities to maintain and grow the portfolio
• Conducting meetings with clients
• Distributing and discussing statistical information
• Checking and forwarding financial statements to client
• Designing and preparing status reports
• Providing prompt authorisation of claim payments
• Dealing with client queries
• Re-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing needs of the client
• Evaluating client’s needs and requirements to enhance cross selling of other products
• Participating in renewal process with broker / client
• Ensuring all documentation pertaining to the insurance programme facility is in place

Develop New Prospects and Products:

• Achieving a targeted annual new business budget
• Developing new products and new insurance structures
• Creating and maintaining business relationships to ensure new business growth of both income and clients
• Dealing with Financial Managers, Financial Directors, Risk Managers at Client Exco Level
• Building and maintaining relationships at client, broker and inter-departmental levels
• Liaising with underwriting, finance, actuarial, claims departments
• Discussing and finalising product specifications
• Finalising pricing, cost and income structure
• Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures
• Compiling and managing budget
• Marketing the business products and services
• Following-up on inquiries and queries
• Sourcing potential client and products
• Complying with new business take-on procedures

Administration:

• Maintaining CSA (monthly) questions through the CURA Risk Management System
• Attending monthly operational meeting
• Administrating client files
• Maintaining weekly prospects list and report back on divisional issues
• Monthly budget review and reporting on variances and new business targets

Information displayed above not limited to advertisement
Please consider your application as unsuccessful if you have not received a response within 14 days of submitting your application.