SUMMARY:
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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
