Underwriting Portfolio Manager

Job Placements; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading insurance firm seeks a dynamic leader for a key role in driving profitability and growth within short-term insurance portfolios. This position entails managing insurer partnerships, overseeing operational functions, and developing a motivated service advisor team. Ideal candidates should possess 5+ years in insurance portfolio management, be FAIS-compliant, and hold a Higher Certificate in Short-term Insurance. Strong analytical and relationship-building skills are essential for success in this impactful role.

Qualifications

• 5+ years of experience in short-term insurance portfolio or account management.
• FAIS-compliant and RE5 certified is mandatory.

Responsibilities

• Manage and grow key portfolios, monitor performance, and analyze trends.
• Build and maintain relationships with insurer partners and stakeholders.
• Prepare and manage financial and management reports.

Skills

Analytical skills

Relationship-building

Negotiation

Education

Higher Certificate in Short-term Insurance (NQF 5)

Relevant tertiary qualification in Finance, Business, or Insurance

Tools

Insurance systems

Job description

Are you a results-driven professional with a knack for strategy, service excellence, and cultivating robust insurer relationships? Our client is searching for a dynamic leader to join their team in a key role focused on driving profitability, growth, and retention within their critical short-term insurance portfolios.

This is a high-impact position where your expertise will directly shape their financial performance and strategic partnerships.

Responsibilities

• Strategic Portfolio Management: Manage and grow key portfolios, monitor performance, analyze trends, and implement targeted action plans to drive profitability.
• Insurer Partnerships: Build and maintain strong, trusted relationships with insurer partners and stakeholders. Oversee underwriting policies and claims processes in collaboration with these partners.
• Operational Oversight: Prepare and manage financial and management reports, ensuring accurate data for decision-making. Ensure smooth monthly operations, including reconciliations, payments, and reporting cycles.

Team Leadership

• Support and develop the service advisor team, fostering a culture of motivation, accountability, and service excellence. You will also mentor claims and underwriting consultants.

Process Improvement

• Identify operational gaps and work with internal systems to improve efficiency. Participate in planning meetings, strategic meetings, and product improvement initiatives.

Experience

5+ years of experience in short-term insurance portfolio or account management is essential.

Qualifications

• FAIS-compliant and RE5 certified is mandatory.
• Must hold a Higher Certificate in Short-term Insurance (NQF 5).
• A relevant tertiary qualification in Finance, Business, or Insurance is advantageous.

Core Skills

• Strong analytical, financial, and reporting skills.
• Excellent relationship-building and negotiation ability.

Technical Knowledge

• Knowledge in insurance systems is required.