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Pretoria: Portfolio Manager: HCV & Commercial (Finance/Insurance) posted by AtripleA recruitment & temps

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Job Description

About the Role

Our client, an underwriting management agency specialising in aviation, HCV & commercial, lifestyle, personal accident and renewable energy, requires a Portfolio Manager (HCV & Commercial) to build and preserve trusting relationships with their customers.

Key Responsibilities

  • Find ways to outperform our competition and maintain our company’s positive image.
  • Act as an excellent communicator.
  • Work with underwriters and build rapport with short term insurance brokers.
  • Demonstrate strong problem-solving skills.
  • Maintain strong relationships with our brokers.
  • Boost our brand and profits in the long run.
  • Call on existing Financial intermediaries.
  • Canvass new Financial Intermediaries specializing in Heavy commercial and commercial business.
  • Ensure that risks are written within the company’s risk appetite and complies within the reinsurance treaties and internal mandates.
  • Monitor and take corrective action on badly performing risks.
  • Maintain an acceptable loss ratio.
  • Maintain policy wording drafts and ensure that the product remains competitive with market offering.
  • Deal with day to day queries and amendments to existing policies.
  • Provide brokers with advice.
  • Maintain and build good customer relationships with brokers.
  • Conduct product training to brokers.
  • Provide input into building and designing various aspects of the products on a designated system.
  • Provide comparisons between the competitors’ products.

Requirements

  • Ability to work under pressure
  • Negotiating skills
  • Good communication skills
  • Policy, product and systems knowledge
  • Interpersonal skills
  • Problem solving and analysis
  • Detail orientated
  • Numeric skills
  • Customer service orientated
  • Building relationships

Qualifications & Experience

  • 3 years’ experience as a broker consultant / portfolio manager
  • Experience in working with HCV and Commercial products
  • NQF Level 4: Short-Term Commercial Lines 60 Credits
  • Successfully completed the RE 5 Examination Level 1
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Salary & Benefits

Not specified.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Finance/Accounting Jobs in Gauteng

The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.

Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:

R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers

Key skills required for success in the finance and accounting sector in Gauteng include:

Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking

Major employers in the finance and accounting sector in Gauteng include:

Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.

Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.

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Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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