Short Term Insurance Portfolio Administrator / Manager

Ultra Pharmaceutical And Medical Placements; Gauteng; On-site; ZAR 420,000 - 550,000; Full time

Job summary

Ultra Pharmaceutical And Medical Placements seeks a Portfolio Administrator/Manager to join its Bedfordview team. You will manage an existing portfolio of clients and secure new business, working directly with clients.

The role emphasizes client service, compliance, and tailored insurance solutions across short-term/ commercial lines. In-office, Mon-Fri; RE5/FAIS qualified candidates preferred.

Qualifications

• Minimum 3-10 years' experience in the insurance industry (short-term/commercial/Assets All Risks/personal lines/travel).
• Managing and growing a client portfolio.
• New business development.
• Client retention.

Responsibilities

• Manage and service an allocated portfolio of insurance clients
• Actively source, develop, and secure new business opportunities
• Build and maintain strong, long-term client relationships
• Conduct client reviews and risk assessments
• Provide tailored insurance solutions aligned with client needs
• Prepare and present quotations and proposals
• Negotiate terms with insurers and underwriting partners
• Ensure all compliance and regulatory requirements are adhered to
• Maintain accurate client records and documentation (own administration)
• Assist with claims support and resolution if and where required

Skills

Strong sales and negotiation skills

Excellent English language skills

Client-facing experience withExcellent

Attention to detail - compliance and

Knowledge of insurance products, under

Education

RE5

FAIS compliance

NQF Level 4/5 in Short-Term Insurance or industry recognised qualification

Tools

Microsoft Office proficiency (Excel, Outlook, Word)

Job description

Our client, a full-service short-term insurance broker and financial services provider is looking for a Portfolio Administrator / Manager to join their team in Bedfordview. You will be required to manage an existing portfolio of clients and also secure new business. The role is to work directly with clients and not brokers.

Experience

• Minimum of 3-10 years' experience in the insurance industry (short-term/commercial/Assets All Risks/personal lines/travel)


• Managing and growing a client portfolio


• New business development


• Client retention

Key Responsibilities

• Manage and service an allocated portfolio of insurance clients


• Actively source, develop, and secure new business opportunities


• Build and maintain strong, long-term client relationships


• Conduct client reviews and risk assessments


• Provide tailored insurance solutions aligned with client needs


• Prepare and present quotations and proposals


• Negotiate terms with insurers and underwriting partners


• Ensure all compliance and regulatory requirements are adhered to


• Maintain accurate client records and documentation (own administration)


• Assist with claims support and resolution if and where required

Qualifications & Requirements

• RE5


• FAIS compliance


• NQF Level 4/5 in Short-Term Insurance or industry recognised qualification


• Strong sales and negotiation skills


• Client-facing experience with excellent communication abilities


• Attention to detail - compliance and documentation


• Knowledge of insurance products, underwriting principles, and policy structures


• Microsoft Office proficiency (Excel, Outlook, Word)


• Although position is in office own vehicle and license is required for client visits


• Excellent English language skills - speaking and writing


• In office position - Mon-Fri