Underwriting Portfolio Manager

Recruiter:

The Recruitment Council

Job Ref:

Underwriting Portfol..

Date posted:

Monday, December 15, 2025

Location:

lynnwood, Gauteng, South Africa

Salary:

Market Related

SUMMARY:
Underwriting Portfolio Manager

POSITION INFO:

Are you a results-driven professional with a knack for strategy, service excellence, and cultivating robust insurer relationships? Our client is searching for a dynamic leader to join their team in a key role focused on driving profitability, growth, and retention within their critical short-term insurance portfolios.

This is a high-impact position where your expertise will directly shape their financial performance and strategic partnerships.

Responsibilities:

Strategic Portfolio Management: Manage and grow key portfolios, monitor performance, analyze trends, and implement targeted action plans to drive profitability.
Insurer Partnerships: Build and maintain strong, trusted relationships with insurer partners and stakeholders. Oversee underwriting policies and claims processes in collaboration with these partners.
Operational Oversight: Prepare and manage financial and management reports, ensuring accurate data for decision-making. Ensure smooth monthly operations, including reconciliations, payments, and reporting cycles.
Team Leadership: Support and develop the service advisor team, fostering a culture of motivation, accountability, and service excellence. You will also mentor claims and underwriting consultants.
Process Improvement: Identify operational gaps and work with internal systems to improve efficiency. Participate in planning meetings, strategic meetings, and product improvement initiatives.

Experience:

5+ years of experience in short-term insurance portfolio or account management is essential.

Qualifications:

FAIS-compliant and RE5 certified is mandatory.
Must hold a Higher Certificate in Short-term Insurance (NQF 5).
A relevant tertiary qualification in Finance, Business, or Insurance is advantageous.

Core Skills:

Strong analytical, financial, and reporting skills.
Excellent relationship-building and negotiation ability.

Technical Knowledge:

Knowledge in insurance systems is required.

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