Portfolio Manager - Insurance, Uma Experience Essential

Be Different Recruitment; Gauteng; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Be Different Recruitment seeks a qualified professional with a BCom and 4–6 years’ general business and insurance experience, including Short Term Insurance and UMA exposure. FAIS compliance is preferable. The role centers on growing and servicing a client portfolio while leveraging strong analytical and client-facing skills.

You will engage with brokers and clients, interpret financial data, and support renewals and cross-selling initiatives, ensuring timely, accurate reporting and delivery.

Qualifications

• BCom degree with Microsoft Office proficiency.
• 4–6 years in general business and insurance.
• Short Term Insurance and UMA experience required.
• FAIS compliance preferred.
• Analytical thinker with attention to detail.
• Strong communication and customer service orientation.
• Team player with relationship-building skills.

Responsibilities

• Develop an existing portfolio of clients through prospecting and broker relationships.
• Interpret financial statements and actuarial data to support budgets.
• Meet with clients and present statistical information.
• Authorize claim payments promptly and handle queries.
• Renewals, cross-selling, and product expansions with clients.
• Develop new prospects and products and maintain client relationships.
• Manage documentation, budgets, and deadlines.

Skills

BCom

Microsoft Office

Insurance experience

Short Term Insurance

UMA experience

FAIS Compliant

Project management

Analytical thinking

Attention to detail

Communication

Customer service

Relationship building

Teamwork

Business acumen

Education

BCom degree

Tools

MS Office Suite

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 Customer service orientation 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 clients 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 Attending product launches 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 Tracking renewals per portfolio Managing delivery against deadlines i.e. budgets, forecasts, projects deliverables, financials, actuarial deadlines