Portfolio Manager

About the position

Our client is a well-established player in the short-term insurance industry, seeking a driven and experienced Portfolio Manager to join their Sales team in Cape Town. This is an exciting opportunity for a commercially minded insurance professional to manage and grow a portfolio of short-term insurance brokers across the Western Cape.
The successful candidate will serve as the primary liaison between the organisation and its broker network, driving new business development, maintaining strong broker relationships, and ensuring service delivery in line with the company's brand promise. Full administrative support will be provided from the head office.
Key Responsibilities
 
Sales & Business Development

• Achieve agreed monthly and annual commercial premium sales targets.
• Maintain a closing rate of at least 25% on new business quoted per month.
• Monitor new business loss ratios to ensure they remain below 60%.
• Identify and sign up a minimum of 5 new select brokers per year.
• Identify and unlock new business opportunities within the existing broker base.

 
Broker & Stakeholder Management

• Serve as the primary point of contact between the organisation and its broker network.
• Maintain and develop positive, professional relationships with brokers, internal staff, and management.
• Communicate product and process updates to brokers to ensure they are well-informed and confident in their dealings with the organisation.
• Arrange and conduct broker training as required, in collaboration with the internal training department.

 
Reporting & Administration

• Report on portfolio performance in respect of sales activities to the Regional Sales Manager.
• Discuss broker performance in line with new business targets and sales objectives.
• Collaborate with all internal departments to ensure seamless service delivery to the broker network.

 
Qualifications & Experience
 

• Grade 12 / Matric (essential).
• NQF Level 4 Short-Term Insurance qualification (120–150 credits) — obtained or currently studying towards (essential).
• Higher Certificate in Short-Term Insurance — NQF Level 5 or higher (highly advantageous).
• Successfully passed RE5 — Representative Exam (essential).
• Registered on the FSCA Register with confirmed DOFA date (essential).
• Minimum of 3 years' commercial insurance experience (essential).
• Relevant experience within short-term insurance sales (advantageous).
• Knowledge of current market trends, competitor landscape, and industry dynamics (advantageous).
• Experience on the TIAL Operating System / System A (highly advantageous).
• Computer literate — Microsoft Word, Excel, and Outlook.
• Valid driver's license and own vehicle (essential).

Please note only shortlisted candidates will be contacted

Desired Skills:

• Portfolio Manager
• Short Term Insurance
• Commercial insurance