Portfolio Manager / Broker Consultant

SUMMARY:
A leading provider of Heavy Commercial Vehicle Insurance across South Africa and the SADC region is looking for Portfolio Managers to join its Durban team. The company specialises in building long-lasting relationships within the insurance industry and prides itself on its underwriting expertise, commercial insurance knowledge, and deep understanding of the heavy commercial vehicle insurance sector.
 
This is a mostly remote role, with one day per week required in the office. The successful candidate must still be comfortable travelling regularly to meet brokers, clients, and attend business development meetings.
 
The role involves taking over and managing an existing portfolio of brokers and clients, ensuring continuity in relationships, while actively focusing on new business development, premium growth and sustainable underwriting profitability. The ideal candidate will have strong experience in dealing with brokers, growing insurance portfolios, selling commercial insurance products, and supporting profitable business growth. Knowledge of commercial vehicle insurance, fleet insurance, trucking insurance or goods in transit insurance will be highly advantageous.
 
The company is looking for a confident, commercially driven and relationship-focused individual who can grow within its specialised niche in the insurance market. This is an excellent opportunity for someone who enjoys broker engagement, business development and portfolio management, and who is eager to make a meaningful impact in a specialist commercial insurance environment.

POSITION INFO:
Key Responsibilities:

• Portfolio Management: Take over an existing portfolio of brokers and clients. Build and maintain strong, lasting relationships, ensuring the continuity of business and satisfaction for all clients.
• New Business Development: Actively pursue new business opportunities within the industry to expand the client base and increase revenue, while effectively managing existing clients.
• Relationship Building: Build and maintain strong, long-term relationships with brokers, clients, and internal stakeholders to foster loyalty and trust.
• Client Support: Provide ongoing support and advice to brokers and clients regarding insurance products, ensuring their understanding and satisfaction with the offerings.
• Sales and Marketing: Promote and sell insurance products, identifying opportunities for growth, and ensuring that sales targets are met.
• Travel: Regular travel to meet with brokers, clients, and attend business development meetings.
• Problem-Solving: Address and resolve any issues that arise with brokers or clients, ensuring that demands are met while maintaining a professional relationship.

• Qualifications:
• Matric
• RE5
• Fully qualified in short-term commercial insurance
• Experience:
• Minimum of 5 years’ proven experience in dealing with brokers and selling insurance products.
• Good understanding of the commercial insurance industry, preferably with knowledge of commercial vehicle insurance or fleet.
• Experience in portfolio management or account management, with the ability to take over and manage an existing portfolio effectively.
• Personal Attributes:
• Outgoing, personable, and professional demeanour.
• A hunger for business and a proactive approach to sales.
• Reliability and consistency in performance.
• Ability to deal with demanding clients and brokers, with a strong focus on relationship management.
• Self-motivated and disciplined enough to work effectively in a mostly remote environment
• Skills:
• Excellent communication, negotiation, and interpersonal skills.
• Strong organizational and time management skills to balance portfolio management with new business development.
• Transport:
• Must have access to personal transport for travel across various provinces

• Training & Development: We are looking for an individual who we can groom and develop to fit into our specialized niche in the insurance market. This is an excellent opportunity for someone eager to learn and grow within the industry.