PORTFOLIO MANAGER – SHORT-TERM INSURANCE

SUMMARY:
Cape Town Region | Relationship-driven. Sales-focused. Insurance-savvy.
In short-term insurance, products matter.
But relationships, credibility, and service delivery are what truly grow a portfolio.
We’re looking for a commercially strong Portfolio Manager with proven short-term insurance experience who understands how to build broker trust, unlock new business opportunities, and grow profitable portfolios in a competitive market.
This is not a desk-bound sales role.
It’s a high-impact opportunity for someone who understands the short-term insurance landscape, thrives on relationship management, and knows how to influence brokers with confidence and professionalism.

POSITION INFO:
Your Mission
You’ll manage and grow an established broker portfolio while identifying and converting new business opportunities across the Pretoria region.
You’ll act as the key link between brokers and internal operational teams — ensuring exceptional service delivery, profitable growth, and strong long-term partnerships.
What You’ll Be Driving

• Growth of an established short-term insurance broker portfolio
• New business acquisition and broker onboarding
• Profitable commercial and personal lines business development
• Broker relationship management and support
• Portfolio performance management and reporting
• Product training and broker engagement
• Complaint resolution and operational collaboration
• Achievement of premium sales and profitability targets

• Solid commercial short-term insurance experience
• Strong understanding of personal and commercial lines products
• Knowledge of underwriting principles and profitable business growth
• Experience working within the short-term insurance sales environment
• Strong awareness of industry trends, competitor offerings, and broker dynamics

• Grade 12
• RE5 completed (essential)
• Proof of FSCA registration / DOFA date
• NQF Level 4 Short-Term Insurance qualification
• NQF Level 5 or higher advantageous
• Minimum 3 years’ commercial insurance experience
• TIAL/System A experience advantageous
• Valid driver’s license essential