Our client, a specialist short-term insurance provider, is seeking a Portfolio Manager / Broker Consultant to manage, support and grow their independent broker portfolio in the Johannesburg region. The role sits at the intersection of sales and relationship management, with the successful candidate responsible for driving profitable premium growth while maintaining underwriting quality and service standards. This is a strong opportunity for a commercially driven insurance professional who enjoys being out in the market and building lasting partnerships.

Key Responsibilities

• Manage, service and grow an allocated portfolio of independent brokers and corporate brokerages within the region
  
• Achieve and exceed new business and retention targets across core and value-added short-term insurance products
  
• Schedule, prepare thoroughly for, and conduct regular in-person and virtual broker appointments
  
• Educate brokers on the company's value proposition, product offering, underwriting appetite and long-term strategy
  
• Conduct needs assessments to identify portfolio gaps, cross-sell opportunities and new market segments
  
• Monitor portfolio health, claims experience and loss ratios against regional targets, and take corrective action where required
  
• Review and screen upcoming renewals, advising on premium adjustments, sums insured and cover restructuring
  
• Prepare and present portfolio data, performance metrics and market trends in sales and business review meetings
  
• Ensure all documentation is accurate and complete before handover to the Administration Department
  
• Proactively communicate changes to underwriting criteria, product terms and regulatory requirements to brokers
  
• Ensure adherence to Service Level Agreements, corporate identity standards and internal compliance requirements
  
• Build strong internal working relationships with sales peers, administration, finance and management
  
• Represent the company professionally in the market and act as a brand ambassador at industry events
  
• Attend to ad-hoc business, operational and reporting requirements as they arise
  

Requirements

Benefits

Our client is offering a market-related, negotiable package, with the final offer structured according to the successful candidate's experience, qualifications and track record. The role additionally offers:

• Performance-based incentives linked to portfolio growth and profitability
  
• Travel and business expense allowance
  
• Company laptop and cellphone allowance
  
• Ongoing product, technical and regulatory training
  
• Career growth within an established and specialised insurer