Insurance Portfolio Manager
7 days ago
Job Summary
We are seeking a skilled Insurance Portfolio Manager to join our team at SDC Group (Pty) Ltd. As an essential member of our Short-term Insurance department, you will be responsible for managing existing business, writing new business, and overseeing the department.
Key Responsibilities
- Pro-actively manage client portfolios, ensuring continuity and compliance with company and industry policies.
- Review policy needs of existing clients, make suitable recommendations based on identified needs.
- Obtain and provide quotes to existing clients.
- Maintain best practice standards and comply with statutory and regulatory requirements for the Financial Services Industry.
- Provide weekly and monthly reports to management.
- Promote available services offered by the Company.
- Engage with clients to identify their needs and source suitable insurance products.
- Manage claims process for clients from registration to finalization.
Requirements
- Certificate/Diploma in Short-term Insurance NQF L4 (obtained within 2 years of date of employment).
- Certification/License RE 5 (obtained within 2 years of date of employment).
- 3 - 5 years Underwriting and Claims Processing experience in Financial Services.
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