Short Term Insurance Portfolio Manager Specialist
Legacy Underwriting Managers Pretoria
What Youll Do
- Manage, grow, and retain a profitable portfolio with key insurers
- Build and maintain strong, trusted relationships with insurer partners and internal stakeholders
- Monitor portfolio performance closely, analyse trends, and implement targeted action plans to optimise growth, profitability, loss ratios, and retention
- Prepare, interpret, and manage financial and performance reports, ensuring accurate data for forecasting, decision-making, and strategic planning
- Proactively identify risks or negative trends within the portfolio and recommend corrective actions
- Oversee underwriting policies and claims processes in collaboration with insurer partners
- Ensure smooth monthly operational cycles including reconciliations, payments, bordereaux, and regulatory reporting
- Support, mentor, and develop the service advisor team, promoting a culture of accountability, performance, and service excellence
- Participate in planning sessions, insurer strategy meetings, and product improvement initiatives
- Identify operational gaps and work with internal systems teams to improve workflow efficiency and reporting accuracy
- Mentor and support the claims and underwriting consultants to ensure alignment with portfolio objectives
- 5+ years experience in short-term insurance portfolio or account management
- Higher Certificate in Short-term Insurance (NQF 5)
- Strong analytical, financial, and reporting skills
- Excellent relationship-building and negotiation ability
- Proven communication skills in Afrikaans and English
- Knowledge in insurance systems
- Relevant tertiary qualification in Finance, Business, or Insurance (advantageous)
- FAIS-compliant and RE5 certified preferred
People SolvedPretoria
monthly written policy targets
• Maintain strong market and product knowledge
Requirements
• Minimum 3 years face-to-face short-term insurance sales experience
• Commercial and Personal Lines exposure
• RE5 and FAIS compliant qualification
• Proven...
Sixty60 RecruitmentPretoria
positioning of the insurers short-term insurance products in the market.
Key Responsibilities
• Manage and develop strong, long-term relationships with an allocated panel of brokerages
• Act as the primary point of contact between the insurer and broker...
HR GeniePretoria
Our client requires a Claims Handler. Your:
Formal Education:
• Matric
• RE 5 Examination Level 1
• Class of Business: Commercial and Personal Lines
• NQF 5 in short term insurance
Experience:
• At least 5 years short term experience and 4...