Portfolio Manager
4 months ago
**Portfolio Manager**
HCV specializes in heavy commercial vehicle underwriting, with a specific focus on the SME market. The company has been in operation for about 30 years and has a good track record in the industry. We have two vacancies for Portfolio Managers to oversee broker relationships, drive growth, and manage portfolio performance. The one position is based in Parktown, Gauteng and the other based in Durban, Kwazulu-Natal. If you have truck and insurance industry expertise, and a passion for optimizing client outcomes, then we want to hear from you.
**Requirements**:
- Gr 12 certificate
- Full insurance qualifications
- NQ4 certification
- RE5 qualification
- Class of Business certificate
- Rep registered (DOFA date)
- 5 - 10 years Portfolio Management experience essential
**Responsibilities**:
- **Broker visits**: Assess new business potential and completion of CI-compliant templates on new brokers
- **Existing brokers**: Document monthly meetings and track action points.
- **Monthly reporting**: Submit required information timeously.
- **Sales and quote follow-ups**: Follow up on quotations that have been approved to close the business. Achieve budgeted gross written premium.
- **Renewals**: Integral part of portfolio management.
- **Financial reporting**: Monitor broker portfolios.
- **Fleet surveys and driver training**: Address trends promptly.
- **Corrective action**: Notify brokers of incremental increases and risk management requirements.
- **Relationship building**: Maintain strong broker-client connections.
- **Claims reporting**: Monitor client claims progress.
- **Ad hoc tasks**: Complete company requests within deadlines.
Closing Date: 18 August 2024
**PLEASE NOTE THAT CORRESPONDENCE WILL ONLY BE WITH SHORTLISTED CANDIDATES.**
Applications will be dealt with in line with the guidelines of the POPI Act.
Pay: R15 000,00 - R25 000,00 per month
License/Certification:
- Drivers License (preferred)
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