Insurance Portfolio Manager at Frogg Recruitment

• Our client is seeking an experienced Portfolio Manager with 5–10 years’ experience in the insurance industry, including short-term, commercial, Assets All Risks, personal lines, and travel insurance. The successful candidate will be responsible for managing and growing an allocated client portfolio, driving new business, and ensuring excellent client retention and service delivery.
• Must come from a Broker Environment

Salary: Market related.

Minimum Requirements:

• 5–10 years’ relevant insurance industry experience
• Proven experience in portfolio management, new business development, and client retention
• RE5 qualificationFAIS compliant
• NQF Level 4/5 in Short-Term Insurance or recognised industry qualification
• Strong sales, negotiation, and client service skills
• Sound knowledge of insurance products, underwriting principles, and policy structures
• Strong attention to detail, especially regarding compliance and documentation
• Proficient in Microsoft Office (Excel, Outlook, Word)
• Own vehicle and valid driver’s license for client visits
• Excellent English communication skills, both written and verbal

Key Responsibilities:

• Manage and service an allocated portfolio of insurance clientsSource, develop, and secure new business opportunitiesBuild and maintain strong long-term client relationshipsConduct client reviews and risk assessmentsProvide tailored insurance solutions based on client needsPrepare and present quotations and proposalsNegotiate terms with insurers and underwriting partnersEnsure compliance with all regulatory and internal requirementsMaintain accurate client records and handle own administrationAssist with claims support and resolution where required