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Portfolio Manager

1 month ago


Pretoria, South Africa The Recruitment Council Full time

Job Description: Portfolio Manager

An exciting opportunity has arisen for a dynamic and results-driven Portfolio Manager to join a leading underwriting company. In this pivotal role, the successful candidate will focus on cultivating and maintaining strong, trusting relationships with brokers, while identifying new business opportunities to drive long-term profitability.

The ideal candidate will be a strategic thinker with exceptional communication, analytical, and problem-solving skills. You will work closely with brokers and underwriters, contributing to product design and ensuring the company remains competitive in the market.

Key Responsibilities:

  • Develop and maintain relationships with existing brokers, while actively seeking out new business opportunities.
  • Meet and exceed set targets for new business generation.
  • Provide expert advice and support to brokers on products and services.
  • Contribute to the development and design of new products within the companys portfolio.
  • Conduct competitive analysis, ensuring the companys product offerings stand out in the market.

Skills & Competencies:

  • Strong communication and negotiation skills.
  • Ability to work effectively under pressure.
  • Expertise in short-term insurance products and systems.
  • Excellent problem-solving and analytical capabilities.
  • A customer-centric approach with a focus on building and nurturing relationships.

Qualifications & Experience:

  • Minimum of 3 years experience as a broker consultant or portfolio manager.
  • At least 10 years of experience in the short-term insurance industry.
  • NQF Level 4 qualification in Short-Term Commercial Lines (60 credits).
  • Completed RE 5 Examination (Level 1).