Short-Term Insurance Portfolio Manager

Recruiter:

Profile Personnel

Job Ref:

176605

Date posted:

Thursday, July 2, 2026

Location:

KuGompo City, South Africa

SUMMARY:
-

POSITION INFO:
We are seeking an experienced and driven Short-Term Insurance Portfolio Manager to join our team. This role is responsible for managing an existing portfolio of short-term insurance clients, delivering exceptional service, maintaining high client retention levels, and growing the portfolio through new business development. The successful candidate will have strong technical insurance knowledge, excellent relationship management skills, and a proven ability to achieve sales targets. Key Responsibilities Manage and service an existing portfolio of short-term insurance clients. Build and maintain strong client relationships through professional and proactive communication. Prepare quotations, policy amendments, renewals, endorsements, and policy reviews. Identify opportunities to cross-sell and upsell suitable insurance solutions. Generate new business through networking, referrals, prospecting, and lead conversion. Analyse client risks and recommend appropriate insurance products. Provide support and guidance throughout the claims process while liaising with insurers. Ensure all client records and documentation remain accurate, compliant, and up to date. Maintain compliance with industry legislation and regulatory requirements. Deliver exceptional client service while achieving business growth objectives. Minimum Requirements Grade 12 (Matric). Minimum 3–5 years' experience in the short-term insurance industry. Proven experience managing an existing insurance portfolio. Demonstrated success in writing and securing new business. Experience working with leading short-term insurance providers will be advantageous. Working knowledge of FAIS, FICA, and Treating Customers Fairly (TCF) principles. Relevant industry certifications and qualifications will be advantageous. Valid South African driver's licence. Proficient in Microsoft Office, CRM systems, and insurance administration platforms. Key Skills & Competencies Strong understanding of personal and commercial short-term insurance products. Excellent client relationship management skills. Sales, negotiation, and business development ability. Strong administrative and organisational skills. Sound understanding of underwriting and claims processes. High attention to detail and accuracy. Excellent communication and interpersonal skills. Self-motivated, proactive, and results-driven. Professional, reliable, and accountable. Strong problem-solving and time management skills. Please note that only shortlisted candidates will be contacted. Should you not receive a response within 14 days, kindly consider your application unsuccessful. Your CV will be retained on our database for future opportunities that may match your profile. Candidates are also welcome to submit their CVs directly to or register on our website at for consideration for future roles.

Similar jobs you might be interested in:

Short-Term Insurance Portfolio Manager
Location: Kugompo City
Salary:
Today

Associate Attorney (Litigation & Conveyancing)
Location: Alberton
Salary:
ASSOCIATE ATTORNEYLocation: Alberton, GautengSalary: R25 000 – R35 000 CTC (Depending on Experience)Minimum Requirements:LLB DegreeAdmitted AttorneyAfrikaans speaking (Essential)Own reliable transportProficient in Microsoft Office Suite, Outlook, and Winlaw or Practice manager (training can be provided)Experience in Wills, Trusts, Estates, and General LitigationConveyancing experience is adv...
Today

Portfolio Manager
Location: Port Elizabeth
Salary: Monthly
Our client, a well-established organisation operating within the Property and Community Scheme Management industry, is seeking to employ an experienced portfolio manager to join their team based in Port Elizabeth.The ideal candidate will be a mature, ethical, level-headed professional with strong people skills, excellent attention to detail, and the ability to build and maintain positive client re...
1 day ago

Financial Administrator
Location: Port Elizabeth
Salary: Monthly
Our client, a well-established organisation operating within the Property and Community Scheme Management industry, is seeking to employ an experienced Financial Administrator to join their team based in Gqeberha (Port Elizabeth), Eastern Cape.The successful candidate will be a mature, professional individual who demonstrates integrity, accountability, and a commitment to excellence while supporti...
1 day ago

Commercial Underwriter (Short-Term Insurance)
Location: Port Elizabeth
Salary: Monthly
Our client, a respected and established insurance brokerage based in Newton Park, Port Elizabeth, is seeking to appoint a Commercial Underwriter (Short-Term insurance) to join their dynamic team.The successful candidate will be responsible for the administration, underwriting, servicing, and retention of a portfolio of commercial insurance clients. This role requires a highly organised and detail-...
1 day ago

Senior Actuarial Manager
Location: Johannesburg
Salary: Annually
Lead actuarial strategy at a senior level within a high-impact, data-driven environment. This opportunity is ideal for a qualified actuary with strong leadership capability and commercial acumen, looking to influence business direction, drive performance, and deliver strategic value across pricing, risk, and capital management.
1 day ago

Portfolio Manager / Broker Consultant
Location: Durban
Salary: 38 000 Monthly
A leading provider of Heavy Commercial Vehicle insurance across South Africa and the SADC region is looking for portfolio managers to join its Johannesburg and Durban teams. The company specialises in building long-lasting relationships within the insurance industry and prides itself on its underwriting expertise, commercial insurance knowledge, and deep understanding of the heavy commercial vehic...
1 day ago

Portfolio Manager / Broker Consultant
Location: Johannesburg
Salary: 38 000 Monthly
A leading provider of Heavy Commercial Vehicle insurance across South Africa and the SADC region is looking for portfolio managers to join its Johannesburg and Durban teams. The company specialises in building long-lasting relationships within the insurance industry and prides itself on its underwriting expertise, commercial insurance knowledge, and deep understanding of the heavy commercial vehic...
1 day ago

Corporate Underwriter
Location: Johannesburg
Salary: Annually
A well-established short term insurer is seeking to appoint a Corporate Underwriter The Corporate Underwriter will be required to perform the full corporate underwriting tasks and participate in the implementation of the underwriting and re-insurance strategy.
2 days ago

Corporate Underwriter
Location: Pretoria
Salary: Annually
The Corporate Underwriter will be required to perform the full corporate underwriting tasks and participate in the implementation of the underwriting and re-insurance strategy.The Corporate Underwriter will also drive reinsurance broker engagements and participate in the implementation of terms and conditions for policy holders and rules and regulations for our distribution partners (Bro...
2 days ago