Takaful Portfolio Manager at Boardroom Appointments

• Are you an experienced insurance professional with a passion for portfolio growth, broker relationship management, and business development?
• Our client, a leading commercial insurance specialist, is seeking a Takaful Portfolio Manager to manage and grow a portfolio of brokers while driving profitable business growth within its specialist insurance division.
• This is an exciting opportunity for a commercially minded insurance professional who enjoys building strong broker relationships, identifying new business opportunities, and delivering sustainable portfolio performance in a highly collaborative environment.

Key Responsibilities

• Develop and implement a strategic business plan for your allocated broker portfolio.
• Drive portfolio growth through new business acquisition and the expansion of existing broker relationships.
• Manage and grow broker and binder portfolios to achieve Gross Written Contribution (GWC), profitability, retention, and growth targets.
• Build long-term relationships with brokers through regular engagement and value-added service.
• Analyse portfolio performance, market trends, and broker opportunities to improve business outcomes.
• Deliver exceptional broker service while providing tailored insurance solutions.
• Ensure underwriting decisions align with delegated authority, governance requirements, and underwriting guidelines.
• Monitor portfolio profitability and implement corrective actions to achieve targeted loss ratios.
• Ensure compliance with underwriting standards, operational procedures, governance controls, and Takaful principles.
• Collaborate with underwriting, claims, operations, and internal stakeholders to ensure seamless service delivery.
• Contribute to strategic initiatives that strengthen market presence and portfolio performance.

Minimum Requirements

• Grade 12 (Matric).
• RE5 qualification is essential.
• RE1 will be advantageous.
• Insurance or technical qualification will be advantageous.
• Formal Business qualification will be advantageous.
• Minimum 5 years' experience within the insurance industry across Commercial and Personal Lines.
• Proven business development and/or portfolio management experience.
• Experience working with insurance brokerages will be highly advantageous.
• Valid driver's licence and own reliable vehicle.
• Willingness to travel as required.

Highly Advantageous

• Strong understanding of the South African insurance market.
• Sound knowledge of underwriting principles and portfolio management.
• Knowledge of insurance legislation and regulatory requirements.
• Experience managing profitable broker portfolios.
• Strong commercial and business development capability.

Key Competencies

• Portfolio Management
• Broker Relationship Management
• Business Development
• Commercial Acumen
• Insurance & Underwriting Knowledge
• Stakeholder Management
• Negotiation & Influencing Skills
• Analytical & Problem-Solving Skills
• Customer Service Orientation
• Relationship Building
• Results Driven
• Strategic Thinking

What's on Offer

• Join one of Southern Africa's leading commercial insurance organisation.
• Manage and grow a specialist insurance portfolio within a respected market leader.
• Work closely with experienced underwriting, operations, and leadership teams.
• Opportunity to make a measurable commercial impact while building long-term broker partnerships.
• Collaborative environment that supports professional growth and career development.