Insurance Manager

SUMMARY:
If you’re the kind of insurance professional who can discuss premium structures over coffee, calm a stressed client during claims season, and still make high-net-worth individuals feel like VIPs, this Insurance Manager opportunity could be the perfect next step in your career. Step into a fast-paced, service-driven environment where professionalism, relationship management, and attention to detail are more than expectations, they’re the standard.

POSITION INFO:
Our client operates within the specialised insurance sector, delivering tailored risk solutions to affluent individuals who expect a premium level of service. This Insurance Manager role forms part of a dedicated wealth insurance team and will be responsible for cultivating, advising, and managing a portfolio of high-value clients.
You’ll take the lead in developing long-term client relationships, ensuring that every policy, renewal, and claim is handled with precision and care. From identifying coverage gaps to structuring bespoke insurance solutions, you’ll become the trusted advisor clients rely on to protect what matters most.
This opportunity offers exposure to a sophisticated client base within a dynamic and collaborative environment where your ability to combine technical insurance expertise with exceptional interpersonal skills will directly contribute to client retention and portfolio expansion.
If you enjoy working closely with people, thrive in relationship-focused environments, and know how to turn complex insurance conversations into clear, client-friendly solutions, this role offers both challenge and career growth.

Key Responsibilities:

• Identify and acquire new high-net-worth insurance clients
• Conduct comprehensive insurance needs analyses and risk assessments
• Design and present customised insurance solutions tailored to client requirements
• Oversee the full client and policy lifecycle, including onboarding, servicing, renewals, and claims management
• Build and maintain strong long-term relationships through personalised client engagement
• Monitor portfolio performance, including claims trends, renewals, and policy suitability
• Ensure compliance with all regulatory, documentation, and FAIS requirements
• Liaise with internal stakeholders to ensure seamless client service delivery
• Grow and manage a profitable client portfolio while maintaining exceptional service standards

Job Experience and Skills Required:

• Minimum 5 years’ experience within short-term insurance, specifically personal lines
• Demonstrated experience working with high-net-worth individuals
• FAIS compliant (RE, credits, and Fit & Proper requirements completed)
• Strong knowledge of insurance products, underwriting principles, and policy structuring
• Experience across both sales and client servicing functions
• Strong negotiation, advisory, and relationship management skills
• Ability to manage a client portfolio independently from start to finish
• Excellent organisational, administrative, and communication abilities

Competency Requirements:

• Commercial and business awareness
• Relationship management and networking ability
• Strong client and stakeholder focus
• Influencing and negotiation skills
• Results-driven mindset
• High attention to detail
• Self-motivation and resilience
• Professional and polished presentation

• Financial Managers
• Financial Accountants
• Financial Controllers
• Chartered Accountants
• Group Reporting & Consolidation Accountants
• Commercial Finance and FP&A professionals