Portfolio Relationship Manager – Commercial Lines

Standard Bank Group; Roodepoort; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Standard Insurance Ltd is seeking a Portfolio Relationship Manager in Roodepoort to drive new and renewal business sales. You will provide underwriting officers with technical sales support, enabling sound guidelines and regulatory compliance.

You will contribute to propositions, sales and retentions while training staff and brokers to enhance knowledge and performance across commercial lines and risk management disciplines.

Qualifications

• FAIS Compliant with NQF level 5 (120–150 credits).
• 15 years of commercial broker sales and underwriting experience.
• Strong property and motor sales and underwriting knowledge.
• Sectional Title Property insurance experience is an advantage.

Responsibilities

• Drives new and renewal business sales and supports underwriting officers.
• Provides intelligent risk assessments and makes informed decisions.
• Contributes to propositions, sales, and retentions.
• Leads staff and broker training and ensures regulatory compliance.

Skills

Portfolio management

Underwriting

Sales

Risk assessment

Commercial Lines

Teamwork

Broker relationships

Staff training

Pricing risk

Education

First Degree in Commerce/Insurance/Risk

Tools

Tial System

Job description

Job Overview

Company: Standard Insurance Ltd

Location: ZA, GP, Roodepoort, 4 Ellis Street

Business Segment: Insurance & Asset Management

The Portfolio Relationship Manager drives new and renewal business sales, providing the Underwriting Officers with technical sales support enabling them to effectively apply guidelines and sound underwriting practices. Provides intelligent risk assessments and makes informed decisions within delegated underwriting authority levels while ensuring regulatory compliance and meeting all agreed upon sales targets and service level agreements. Actively contributes to the development of propositions, sales, retentions as well as staff and broker training.

Qualifications

Type of Qualification: First Degree
Field of Study: Commerce / Insurance / Risk
Type of Qualification: First Degree
Field of Study:Insurance / Risk Management related studies

FAIS Compliant. – NQF level 5 (120 to 150 credits)
Experience Required:

15 years experience in commercial broker sales short-term insurance commercial lines property products.
Strong property and motor sales and underwriting and product knowledge a must.
Sectional Title Property insurance experience advantage.
15 or more years’ experience in a portfolio management role
5-7 years Tial System knowledge

Additional Information

• Taking Action
• Completing Tasks
• Upholding Standards
• Following Procedures
• Team Work
• Interacting with people
• Examining Information
• Commercial Lines insurance sales and underwriting
• Policy and portfolio management
• Commercial Product Knowledge
• Underwriting and pricing risk
• Risk perception and assessment

Our Commitment to Diversity, Equity and Inclusion

Standard Bank Group is committed to fair and inclusive employment practices. We aim to build a workforce that reflects the diversity of the communities we serve and welcome applications from candidates of all backgrounds, including people with disabilities. We strive to create an environment where everyone has an equal opportunity to contribute and grow.