Job Summary
Are you ready to join a dynamic team within a reputable organization committed to excellence in the insurance industry? Our client, a well-established leader in insurance, is seeking a dedicated Portfolio Manager to help strengthen and expand existing client relationships while contributing to business growth. This is an excellent opportunity for professionals with a passion for relationship management, product development, and strategic portfolio oversight.
Duties:
Develop and maintain a robust portfolio of clients through proactive relationship management and innovative product offerings
Identify new opportunities to grow and sustain the portfolio
Conduct regular meetings with clients to review statistical data and discuss service requirements
Re-evaluate portfolio structures and adapt servicing strategies accordingly
Participate actively in renewal processes with brokers and clients
Compile and manage budgets, marketing activities, and track financial performance
Source potential clients and suitable products to expand the portfolio
Maintain comprehensive client records and prospect lists
Monitor renewal timelines, report variances, and pursue new business targets
Requirements:
B.Com degree or equivalent qualification
4-6 years of general business and insurance industry experience
Strong relationship management skills
Proficiency in financial analysis and portfolio management
Experience with product development and budget management
Excellent analytical and organizational abilities
Knowledge of the insurance industry and market trends
Familiarity with the following:
Microsoft Office Suite
Insurance industry standards and practices
If you do not hear back from us within two weeks, kindly consider your application unsuccessful.
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