Portfolio Manager

Key Responsibilities
 
Sales & Business Development

• Achieve agreed monthly and annual commercial premium sales targets.
• Maintain a closing rate of at least 25% on new business quoted per month.
• Monitor new business loss ratios to ensure they remain below 60%.
• Identify and sign up a minimum of 5 new select brokers per year.
• Identify and unlock new business opportunities within the existing broker base.

• Serve as the primary point of contact between the organisation and its broker network.
• Maintain and develop positive, professional relationships with brokers, internal staff, and management.
• Communicate product and process updates to brokers to ensure they are well-informed and confident in their dealings with the organisation.
• Arrange and conduct broker training as required, in collaboration with the internal training department.

• Report on portfolio performance in respect of sales activities to the Regional Sales Manager.
• Discuss broker performance in line with new business targets and sales objectives.
• Collaborate with all internal departments to ensure seamless service delivery to the broker network.

• Grade 12 / Matric (essential).
• NQF Level 4 Short-Term Insurance qualification (120–150 credits) — obtained or currently studying towards (essential).
• Higher Certificate in Short-Term Insurance — NQF Level 5 or higher (highly advantageous).
• Successfully passed RE5 — Representative Exam (essential).
• Registered on the FSCA Register with confirmed DOFA date (essential).
• Minimum of 3 years' commercial insurance experience (essential).
• Relevant experience within short-term insurance sales (advantageous).
• Knowledge of current market trends, competitor landscape, and industry dynamics (advantageous).
• Experience on the TIAL Operating System / System A (highly advantageous).
• Computer literate — Microsoft Word, Excel, and Outlook.
• Valid driver's license and own vehicle (essential).