Personal and Commercial Account Manager

Recruiter:

Legacy Underwriting Managers

Job Ref:

PM01

Date posted:

Monday, November 10, 2025

Location:

Pretoria, South Africa

Salary:

Market related

SUMMARY:
Are you a results-driven professional who thrives on strategy, service excellence, and building lasting insurer relationships? We’re looking for a Portfolio Manager to join our dynamic team a key role focused on driving profitability, performance, and partnership success

POSITION INFO:

What You’ll Do

Manage and grow portfolios with key insurers
Build and maintain strong, trusted relationships with insurer partners and stakeholders
Monitor portfolio performance, analyse trends, and implement targeted action plans to drive profitability
Prepare and manage financial and management reports, ensuring accurate data for decision-making
Oversee underwriting policies and claims processes in collaboration with insurer partners
Ensure smooth monthly operations — including reconciliations, payments, and reporting cycles
Support and develop the service advisor team, fostering a culture of motivation, accountability, and service excellence
Participate in planning meetings, strategic meetings, and product improvement initiatives
Identify operational gaps and work with internal systems to improve efficiency
Train and mentor claims and underwriting consultants

What You Bring

5+ years’ experience in short-term insurance portfolio or account management
Higher Certificate in Short-term Insurance (NQF 5)
Strong analytical, financial, and reporting skills
Excellent relationship-building and negotiation ability
Proven communication skills in Afrikaans and English
Knowledge in insurance systems
Relevant tertiary qualification in Finance, Business, or Insurance (advantageous)
FAIS-compliant and RE5 certified preferred

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