Experience 510 years experience in the insurance industry (short-term/commercial/Assets All Risks/personal lines/travel)Managing and growing existing client portfolioNew business developmentClient retentionKey Responsibilities Manage and service an allocated portfolio of insurance clientsActively source, develop, and secure new business opportunitiesBuild and maintain strong, long-term client relationshipsConduct client reviews and risk assessmentsProvide tailored insurance solutions aligned with client needsPrepare and present quotations and proposalsNegotiate terms with insurers and underwriting partnersEnsure all compliance and regulatory requirements are adhered toMaintain accurate client records and documentation (own administration)Assist with claims support and resolution if and where requiredQualifications & Requirements: RE5FAIS complianceNQF Level 4/5 in Short-Term Insurance or industry recognised qualificationStrong sales and negotiation skillsClient-facing experience with excellent communication abilitiesAttention to detail - compliance and documentationKnowledge of insurance products, underwriting principles, and policy structuresMicrosoft Office proficiency (Excel, Outlook, Word)Although position is in office own vehicle and license is required for client visitsExcellent English language skills speaking and writing
Commercial Insurance Portfolio Manager
ULTRA PERSONNEL
johannesburg, johannesburg
Published 9 days ago
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