Short Term insurance manager

SUMMARY:
-

POSITION INFO:

Job Title: Short-Term Insurance Manager

Working Hours

Monday to Friday: 08h30 to 16h30
Office-based role (not hybrid or remote)

Overview

We are looking for a proactive, efficient, and tech-savvy Short-Term Insurance Manager to lead and oversee the short-term insurance division. This individual will serve as the key point of contact for all short-term insurance matters and must have the experience and competence to run the division independently — from client interaction to policy management — with minimal oversight.

Core Responsibilities

• Leadership & Oversight
  • Head of the short-term insurance division
  • Responsible for day-to-day management of the team and workload distribution
  • Ensure internal systems and workflows run smoothly
• Renewals & Servicing
  • Proactively manage and process policy renewals
  • Ensure competitive pricing and appropriate cover for clients during renewal season
• Claims Management
  • Handle claims from notification to settlement
  • Liaise with clients, assessors, and insurers to ensure a smooth, professional process
  • Keep clients updated and manage expectations throughout
• Client Engagement
  • Handle all queries, amendments, endorsements, and servicing of policies
  • Provide advice where necessary (non-representative advice)
  • Build relationships with clients and provide a high-touch service
• Policy Issuance & Underwriting
  • Confidently issue policies using insurer portals
  • Adjust cover levels, apply endorsements, and load or remove risks as needed

Key Attributes & Abilities Required

Based on operational needs and prior challenges:

• Tech-Savvy & Systems Fluent
  • Must be comfortable using insurance provider portals
  • Able to work efficiently with email, shared folders, Excel, and CRM tools
  • No fear of learning new systems or navigating insurer platforms
• Detail-Oriented & Organised
  • Able to track renewals, claims, and client requests without dropping the ball
  • Must be methodical and structured in approach
  • Good with follow-ups, timelines, and meeting deadlines
• Client-Facing Confidence
  • Professional and friendly communicator
  • Able to manage difficult conversations and explain policy terms clearly
  • Strong interpersonal skills and client service mindset
• Independent & Accountable
  • Can run with tasks from start to finish without hand-holding
  • Takes ownership of the division and its performance
  • Seeks solutions before escalating problems
• Commercially Minded
  • Understands the importance of retention, upselling, and maintaining client satisfaction
  • Looks for ways to add value to clients and the business
• Energetic, Reliable & Driven
  • Brings energy to the team
  • Shows up on time, does what they say they’ll do, and gets things done without excuses
  • Doesn’t wait to be told — they take initiative
• Respects Delegation & Structure
  • Understands that the advisor (you) focuses on advice, not admin
  • Does not pass tasks back up the chain unnecessarily
  • Works well in a role-based structure and respects boundaries