Short Term Insurance Portfolio Manager Specialist

SUMMARY:
Are you a results-driven professional who thrives on strategy, service excellence, and building lasting insurer relationships? We’re looking for a Short-Term Insurance Portfolio Manager Specialist to join our dynamic team — a key role focused on driving profitability, sustainable growth, and long-term retention across our insurance portfolio.

POSITION INFO:

What You’ll Do

• Manage, grow, and retain a profitable portfolio with key insurers
• Build and maintain strong, trusted relationships with insurer partners and internal stakeholders
• Monitor portfolio performance closely, analyse trends, and implement targeted action plans to optimise growth, profitability, loss ratios, and retention
• Prepare, interpret, and manage financial and performance reports, ensuring accurate data for forecasting, decision-making, and strategic planning
• Proactively identify risks or negative trends within the portfolio and recommend corrective actions
• Oversee underwriting policies and claims processes in collaboration with insurer partners
• Ensure smooth monthly operational cycles — including reconciliations, payments, bordereaux, and regulatory reporting
• Support, mentor, and develop the service advisor team, promoting a culture of accountability, performance, and service excellence
• Participate in planning sessions, insurer strategy meetings, and product improvement initiatives
• Identify operational gaps and work with internal systems teams to improve workflow efficiency and reporting accuracy
• Mentor and support the claims and underwriting consultants to ensure alignment with portfolio objectives

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