Job Description
About the Role
As a Portfolio Manager – Short-Term Insurance, you will be responsible for managing and growing an established broker portfolio while identifying and converting new business opportunities across the Pretoria region. You will act as the key link between brokers and internal operational teams, ensuring exceptional service delivery, profitable growth, and strong long-term partnerships.
Key Responsibilities
- Growth of an established short-term insurance broker portfolio
- New business acquisition and broker onboarding
- Profitable commercial and personal lines business development
- Broker relationship management and support
- Portfolio performance management and reporting
- Product training and broker engagement
- Complaint resolution and operational collaboration
- Achievement of premium sales and profitability targets
Requirements
- Solid commercial short-term insurance experience
- Strong understanding of personal and commercial lines products
- Knowledge of underwriting principles and profitable business growth
- Experience working within the short-term insurance sales environment
- Strong awareness of industry trends, competitor offerings, and broker dynamics
Qualifications
- Grade 12
- RE5 completed (essential)
- Proof of FSCA registration / DOFA date
- NQF Level 4 Short-Term Insurance qualification
- NQF Level 5 or higher advantageous
- Minimum 3 years’ commercial insurance experience
- TIAL/System A experience advantageous
- Valid driver’s license essential
Salary & Benefits
Not specified in the original job description.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Insurance Sales/Marketing Jobs in Western Cape
The insurance sales and marketing industry is a growing sector in Western Cape, South Africa, with a general upward trend in job opportunities. Typically, this field offers stable and rewarding careers for those who are passionate about understanding complex products and building relationships with clients. However, the job market can be highly competitive, especially in areas like Cape Town and Stellenbosch.
Generally, insurance sales and marketing professionals in Western Cape can expect to earn a salary range of R400 000 to R600 000 per annum, depending on factors such as experience, company size, and industry sector. However, please note that this is only a rough estimate, and actual salaries can vary widely based on individual circumstances.
Common skills required for insurance sales and marketing roles include strong communication and interpersonal skills, the ability to understand complex financial products, proficiency in Microsoft Office and CRM systems, and excellent analytical and problem-solving skills. Other essential skills include the ability to build rapport with clients, negotiate effectively, and adapt to a fast-paced environment. In some cases, a degree in a related field such as business or marketing may be advantageous.
The insurance industry sector is one of the largest employers of sales and marketing professionals in Western Cape, with many companies operating in areas such as financial services, technology, and manufacturing. Other industries that commonly hire for these roles include construction and real estate sectors. Typically, these roles require an understanding of the specific industry’s regulations and requirements.
For those interested in pursuing a career in insurance sales and marketing, there are several opportunities for career development and growth. Typically, professionals can expect to move into senior roles within 5-7 years of experience, or progress into specialist areas such as underwriting or risk management. Many companies also offer training and development programs to help employees enhance their skills and knowledge.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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