About the position
Our client, a full-service short-term insurance broker and financial services provider is looking for a Portfolio Administrator / Manager to join their team in Bedfordview. You will be required to manage an existing portfolio of clients and also secure new business.
The role is to work directly with clients and not brokers
Experience
Minimum of 3–10 years’ experience in the insurance industry (short-term/commercial/Assets All Risks/personal lines/travel)
Managing and growing a client portfolio
New business development
Client retention
Key Responsibilities
Manage and service an allocated portfolio of insurance clients
Actively source, develop, and secure new business opportunities
Build and maintain strong, long-term client relationships
Conduct client reviews and risk assessments
Provide tailored insurance solutions aligned with client needs
Prepare and present quotations and proposals
Negotiate terms with insurers and underwriting partners
Ensure all compliance and regulatory requirements are adhered to
Maintain accurate client records and documentation (own administration)
Assist with claims support and resolution if and where required
Qualifications & Requirements:
RE5
FAIS compliance
NQF Level 4/5 in Short-Term Insurance or industry recognised qualification
Strong sales and negotiation skills
Client-facing experience with excellent communication abilities
Attention to detail - compliance and documentation
Knowledge of insurance products, underwriting principles, and policy structures
Microsoft Office proficiency (Excel, Outlook, Word)
Although position is in office own vehicle and license is required for client visits
Excellent English language skills – speaking and writing
In office position – Mon-Fri
Desired Skills:
- RE5
- FAIS
- FICA
- portfolio manager
- commercial insurance
- short term insurance
Employer & Job Benefits:
- Guaranteed basic salary
- provident fund and petrol
