Portfolio Manager

SUMMARY:
Exciting Opportunity: Portfolio Manager Wanted for Dynamic Underwriting Company!

POSITION INFO:

Job Description: Portfolio Manager

An exciting opportunity has arisen for a dynamic and results-driven Portfolio Manager to join a leading underwriting company. In this pivotal role, the successful candidate will focus on cultivating and maintaining strong, trusting relationships with brokers, while identifying new business opportunities to drive long-term profitability.

The ideal candidate will be a strategic thinker with exceptional communication, analytical, and problem-solving skills. You will work closely with brokers and underwriters, contributing to product design and ensuring the company remains competitive in the market.

Key Responsibilities:

• Develop and maintain relationships with existing brokers, while actively seeking out new business opportunities.
• Meet and exceed set targets for new business generation.
• Provide expert advice and support to brokers on products and services.
• Contribute to the development and design of new products within the company’s portfolio.
• Conduct competitive analysis, ensuring the company’s product offerings stand out in the market.

Skills & Competencies:

• Strong communication and negotiation skills.
• Ability to work effectively under pressure.
• Expertise in short-term insurance products and systems.
• Excellent problem-solving and analytical capabilities.
• A customer-centric approach with a focus on building and nurturing relationships.

Qualifications & Experience:

• Minimum of 3 years’ experience as a broker consultant or portfolio manager.
• At least 10 years of experience in the short-term insurance industry.
• NQF Level 4 qualification in Short-Term Commercial Lines (60 credits).
• Completed RE 5 Examination (Level 1).