Job Description

Job Title: Short-Term Insurance Manager
Working Hours
Monday to Friday: 08h30 to 16h30
Office-based role (not hybrid or remote)
Overview
We are looking for a proactive, efficient, and tech-savvy Short-Term Insurance Manager to lead and oversee the short-term insurance division. This individual will serve as the key point of contact for all short-term insurance matters and must have the experience and competence to run the division independently - from client interaction to policy management - with minimal oversight.
Core Responsibilities

• Leadership & Oversight

• Head of the short-term insurance division
• Responsible for day-to-day management of the team and workload distribution
• Ensure internal systems and workflows run smoothly
• Renewals & Servicing

• Proactively manage and process policy renewals
• Ensure competitive pricing and appropriate cover for clients during renewal season
• Claims Management

• Handle claims from notification to settlement
• Liaise with clients, assessors, and insurers to ensure a smooth, professional process
• Keep clients updated and manage expectations throughout
• Client Engagement

• Handle all queries, amendments, endorsements, and servicing of policies
• Provide advice where necessary (non-representative advice)
• Build relationships with clients and provide a high-touch service
• Policy Issuance & Underwriting

• Confidently issue policies using insurer portals
• Adjust cover levels, apply endorsements, and load or remove risks as needed

Key Attributes & Abilities Required
Based on operational needs and prior challenges:

• Tech-Savvy & Systems Fluent

• Must be comfortable using insurance provider portals
• Able to work efficiently with email, shared folders, Excel, and CRM tools
• No fear of learning new systems or navigating insurer platforms
• Detail-Oriented & Organised

• Able to track renewals, claims, and client requests without dropping the ball
• Must be methodical and structured in approach
• Good with follow-ups, timelines, and meeting deadlines
• Client-Facing Confidence

• Professional and friendly communicator
• Able to manage difficult conversations and explain policy terms clearly
• Strong interpersonal skills and client service mindset
• Independent & Accountable

• Can run with tasks from start to finish without hand-holding
• Takes ownership of the division and its performance
• Seeks solutions before escalating problems
• Commercially Minded

• Understands the importance of retention, upselling, and maintaining client satisfaction
• Looks for ways to add value to clients and the business
• Energetic, Reliable & Driven

• Brings energy to the team
• Shows up on time, does what they say they'll do, and gets things done without excuses
• Doesn't wait to be told - they take initiative
• Respects Delegation & Structure

• Understands that the advisor (you) focuses on advice, not admin
• Does not pass tasks back up the chain unnecessarily
• Works well in a role-based structure and respects boundaries

Skills Required