Portfolio Manager
On-site
Core
Manage and service an allocated portfolio of insurance clients while actively sourcing and securing new business opportunities.
Role type
Account Executive / Portfolio Manager
Builds
Tailored insurance solutions and client relationships
Domain
Short-term insurance brokerage
Deliverable
client delivery
Required skills
client portfolio management, new business development, client retention, risk assessment, quotation preparation, negotiation, compliance adherence, claims support, insurance product knowledge, underwriting principles
Preferred skills
RE5 certification, FAIS compliance, NQF Level 4/5 qualification, own vehicle and license