Job Description
About the Role
Our client operates within the insurance environment, focusing on bespoke solutions for high-net-worth individuals. This Insurance Manager role sits within a specialised wealth insurance team and plays a critical part in sourcing, advising, and managing a portfolio of affluent clients. You will take ownership of building and maintaining strong client relationships, ensuring that their insurance needs are not only met, but anticipated.
Key Responsibilities
- Source and secure new high-net-worth insurance clients
- Conduct detailed needs analyses to identify gaps in existing cover
- Structure and present tailored insurance solutions aligned to clients’ needs
- Manage the full policy lifecycle, including onboarding, servicing, renewals, and claims
- Maintain strong, ongoing relationships through personalised engagement
- Monitor client portfolios, including renewals, claims experience, and policy performance
- Ensure that all documentation, compliance, and regulatory requirements are met
- Collaborate with internal teams to deliver seamless service
- Drive portfolio growth while maintaining profitability and client satisfaction
Requirements
- Minimum 5 years experience in short-term insurance (personal lines essential)
- Proven experience working with high-net-worth clients
- FAIS compliant (RE, credits, and Fit & Proper requirements)
- Strong understanding of insurance products, policy structures, and underwriting principles
- Experience in both sales and servicing environments
- Excellent negotiation, advisory, and client engagement skills
- Ability to work independently and manage a portfolio end-to-end
- Strong administrative and organisational skills
Qualifications
No qualifications mentioned.
Salary & Benefits
Salary information not specified.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in eThekwini
The accounting and finance industry is a vital component of eThekwini’s economy, providing essential services to businesses, governments, and individuals. Generally, job seekers in this field can expect a stable and secure career with opportunities for growth and development. Typically, roles in accounting and finance are found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector.
Salaries for accounting and finance professionals in eThekwini vary widely depending on factors such as experience, company size, and industry sector. Common salary ranges for entry-level positions typically start between R200 000 to R300 000 per annum, while senior roles can range from R500 000 to R800 000 or more. However, these figures are general estimates and actual salaries may vary significantly. It is essential to research the specific job market and industry trends to determine realistic salary expectations.
Common skills required for accounting and finance roles in eThekwini include proficiency in financial software, such as SAP or Oracle; strong analytical and problem-solving skills; excellent communication and interpersonal skills; experience with budgeting, forecasting, and financial analysis tools; a solid understanding of tax laws and regulations; and a degree in accounting or finance. Additionally, many employers require candidates to hold relevant professional certifications, such as the Chartered Accountant (SA) designation.
Accounting and finance professionals can be found across various industries, including financial services sector, technology industry, manufacturing sector, and public sector. The financial services sector is often a major employer of accounting and finance professionals in eThekwini, while the technology industry also provides many opportunities for growth and development. Other industries, such as manufacturing and construction, also require skilled accounting and finance professionals to manage their finances effectively.
Career development opportunities are abundant in the accounting and finance field, with many employers offering training and development programs to help employees advance in their careers. Typically, experienced accountants can move into senior roles or take on leadership positions within their companies. With experience and additional certifications, accountants can transition into management roles, such as financial controller or accountant manager, or pursue career paths in finance consulting or public practice.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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