Our client, a full-service short-term insurance broker and financial services provider is looking for a Portfolio Administrator / Manager to join their team in Bedfordview. You will be required to manage an existing portfolio of clients and also secure new business. The role is to work directly with clients and not brokers
Experience
Minimum of 3–10 years’ experience in the insurance industry (short-term/commercial/Assets All Risks/personal lines/travel) Managing and growing a client portfolio New business development Client retention
Key Responsibilities
Manage and service an allocated portfolio of insurance clients Actively source, develop, and secure new business opportunities Build and maintain strong, long-term client relationships Conduct client reviews and risk assessments Provide tailored insurance solutions aligned with client needs Prepare and present quotations and proposals Negotiate terms with insurers and underwriting partners Ensure all compliance and regulatory requirements are adhered to Maintain accurate client records and documentation (own administration) Assist with claims support and resolution if and where required
Qualifications & Requirements:
RE5 FAIS compliance NQF Level 4/5 in Short-Term Insurance or industry recognised qualification Strong sales and negotiation skills Client-facing experience with excellent communication abilities Attention to detail - compliance and documentation Knowledge of insurance products, underwriting principles, and policy structures Microsoft Office proficiency (Excel, Outlook, Word) Although position is in office own vehicle and license is required for client visits Excellent English language skills – speaking and writing In office position – Mon-Fri
Desired Skills:
- RE5
- FAIS
- FICA
- portfolio manager
- commercial insurance
- short term insurance
Employer & Job Benefits:
- Guaranteed basic salary
- provident fund and petrol
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