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 ExperienceMinimum of 3–10 years’ experience in the insurance industry (short-term/commercial/Assets All Risks/personal lines/travel)Managing and growing a client portfolioNew business developmentClient retention Key ResponsibilitiesManage and service an allocated portfolio of insurance clientsActively source, develop, and secure new business opportunitiesBuild and maintain strong, long-term client relationshipsConduct client reviews and risk assessmentsProvide tailored insurance solutions aligned with client needsPrepare and present quotations and proposalsNegotiate terms with insurers and underwriting partnersEnsure all compliance and regulatory requirements are adhered toMaintain accurate client records and documentation (own administration)Assist with claims support and resolution if and where required Qualifications & Requirements: RE5FAIS complianceNQF Level 4/5 in Short-Term Insurance or industry recognised qualificationStrong sales and negotiation skillsClient-facing experience with excellent communication abilitiesAttention to detail - compliance and documentationKnowledge of insurance products, underwriting principles, and policy structuresMicrosoft Office proficiency (Excel, Outlook, Word)Although position is in office own vehicle and license is required for client visitsExcellent English language skills – speaking and writingIn 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