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Pretoria: Short Term Insurance Portfolio Manager Specialist

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Job Description

What Youll 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 preferred
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