Insurance Portfolio Manager Bedfordview Johannesburg

Our client is seeking an experienced Portfolio Manager with 5–10 years’ experience in the insurance industry, including short-term, commercial, Assets All Risks, personal lines, and travel insurance. The successful candidate will be responsible for managing and growing an allocated client portfolio, driving new business, and ensuring excellent client retention and service delivery.

Salary: Market related

Minimum Requirements:

5–10 years’ relevant insurance industry experience
Proven experience in portfolio management, new business development, and client retention
RE5 qualification
FAIS compliant
NQF Level 4/5 in Short-Term Insurance or recognised industry qualification
Strong sales, negotiation, and client service skills
Sound knowledge of insurance products, underwriting principles, and policy structures
Strong attention to detail, especially regarding compliance and documentation
Proficient in Microsoft Office (Excel, Outlook, Word)
Own vehicle and valid driver’s license for client visits
Excellent English communication skills, both written and verbal

Key Responsibilities:

Manage and service an allocated portfolio of insurance clients
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 based on client needs
Prepare and present quotations and proposals
Negotiate terms with insurers and underwriting partners
Ensure compliance with all regulatory and internal requirements
Maintain accurate client records and handle own administration
Assist with claims support and resolution where required