Are you a results-driven professional who thrives on strategy, service excellence, and building lasting insurer relationships?
We're looking for a
Short-Term Insurance Portfolio Manager Specialist
to join our dynamic team -- a key role focused on
driving profitability, sustainable growth, and long-term retention
across our insurance portfolio.
What You'll 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
What You Bring
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
Job Type: Full-time
Work Location: In person
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