Short-Term Insurance Portfolio Manager at Profile Personnel

Job Description

• We are seeking an experienced and driven Short-Term Insurance Portfolio Manager to join our team. This role is responsible for managing an existing portfolio of short-term insurance clients, delivering exceptional service, maintaining high client retention levels, and growing the portfolio through new business development. The successful candidate will have strong technical insurance knowledge, excellent relationship management skills, and a proven ability to achieve sales targets.

Key Responsibilities

• Manage and service an existing portfolio of short-term insurance clients.
• Build and maintain strong client relationships through professional and proactive communication.
• Prepare quotations, policy amendments, renewals, endorsements, and policy reviews.
• Identify opportunities to cross-sell and upsell suitable insurance solutions.
• Generate new business through networking, referrals, prospecting, and lead conversion.
• Analyse client risks and recommend appropriate insurance products.
• Provide support and guidance throughout the claims process while liaising with insurers.
• Ensure all client records and documentation remain accurate, compliant, and up to date.
• Maintain compliance with industry legislation and regulatory requirements.
• Deliver exceptional client service while achieving business growth objectives.

Minimum Requirements

• Grade 12 (Matric).
• Minimum 3–5 years' experience in the short-term insurance industry.
• Proven experience managing an existing insurance portfolio.
• Demonstrated success in writing and securing new business.
• Experience working with leading short-term insurance providers will be advantageous.
• Working knowledge of FAIS, FICA, and Treating Customers Fairly (TCF) principles.
• Relevant industry certifications and qualifications will be advantageous.
• Valid South African driver's licence.
• Proficient in Microsoft Office, CRM systems, and insurance administration platforms.

Key Skills & Competencies

• Strong understanding of personal and commercial short-term insurance products.
• Excellent client relationship management skills.
• Sales, negotiation, and business development ability.
• Strong administrative and organisational skills.
• Sound understanding of underwriting and claims processes.
• High attention to detail and accuracy.
• Excellent communication and interpersonal skills.
• Self-motivated, proactive, and results-driven.
• Professional, reliable, and accountable.
• Strong problem-solving and time management skills.