Portfolio Manager: HCV & Commercial (Finance/Insurance)

Portfolio Manager: HCV & Commercial (Finance/Insurance)

Location: Pretoria East

Our client, an underwriting management agency specialising in the following niche areas of insurance: aviation, HCV & commercial, lifestyle, personal accident and renewable energy, requires a Portfolio Manager (HCV & Commercial) to build and preserve trusting relationships with their customers.

Key Requirements

• Ability to work under pressure
• Negotiating skills
• Good communication skills
• Policy, product and systems knowledge
• Interpersonal skills
• Problem solving and analysis
• Detail oriented
• Numeric skills
• Customer service oriented
• Building relationships

Qualifications & Experience

• 3 years' experience as a broker consultant / portfolio manager
• Experience in working with HCV and Commercial products
• NQF Level 4: Short‑Term Commercial Lines 60 Credits
• Successfully completed the RE 5 Examination Level 1

Key Responsibilities

• To find ways to outperform our competition and maintain our company's positive image.
• Excellent communicator.
• Able to work with underwriters and build rapport with short‑term insurance brokers.
• A strategic thinker with an analytical mind.
• Strong problem‑solving skills.
• Maintain strong relationships with our brokers.
• Boost our brand and profits in the long run.
• Call on existing Financial intermediaries.
• To canvass new Financial Intermediaries specializing in heavy commercial and commercial business.
• Ensuring that risks are written within the company's risk appetite and comply within the reinsurance treaties and internal mandates.
• Monitoring and taking corrective action on badly performing risks.
• Maintain an acceptable loss ratio.
• Maintain policy wording drafts and ensure that the product remains competitive with market offering.
• Dealing with day‑to‑day queries and amendments to existing policies.
• Providing brokers with advice.
• Maintaining and building good customer relationships with brokers.
• Conducting product training to brokers.
• Provide input into building and designing various aspects of the products on a designated system.
• Provide comparisons between the competitors' products.

Send your CV and latest pay slip to jom@aaaa.co.za

ATripleA Recruitment and Temps

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