Personal and Commercial Account Manager

SUMMARY:
Are you a results-driven professional who thrives on strategy, service excellence, and building lasting insurer relationships? We’re looking for a Portfolio Manager to join our dynamic team a key role focused on driving profitability, performance, and partnership success

POSITION INFO:

What You’ll Do

• Manage and grow portfolios with key insurers
• Build and maintain strong, trusted relationships with insurer partners and stakeholders
• Monitor portfolio performance, analyse trends, and implement targeted action plans to drive profitability
• Prepare and manage financial and management reports, ensuring accurate data for decision-making
• Oversee underwriting policies and claims processes in collaboration with insurer partners
• Ensure smooth monthly operations — including reconciliations, payments, and reporting cycles
• Support and develop the service advisor team, fostering a culture of motivation, accountability, and service excellence
• Participate in planning meetings, strategic meetings, and product improvement initiatives
• Identify operational gaps and work with internal systems to improve efficiency
• Train and mentor claims and underwriting consultants

What You Bring

• 5+ years’ experience in short-term insurance portfolio or account management
• Higher Certificate in Short-term Insurance (NQF 5)
• Strong analytical, financial, and reporting skills
• Excellent relationship-building and negotiation ability
• Proven communication skills in Afrikaans and English
• Knowledge in insurance systems
• Relevant tertiary qualification in Finance, Business, or Insurance (advantageous)
• FAIS-compliant and RE5 certified preferred