Portfolio Administrator / Manager (Account Executive)

In brief

Overview This is a newly created, full-time, in-office Portfolio Administrator / Manager (Account Executive) role within the Commercial Underwriting team of an established insurance brokerage. The client company specializes in short-term and commercial underwriting. The successful candidate will be based in Bedfordview and will be responsible for managing an existing portfolio of clients while also developing and expanding their own client base through new business opportunities. The position is open to a wide range of experience levels, from junior professionals to senior managers. What you will do * Manage and service an allocated portfolio of short-term and commercial insurance clients. * Actively source, develop and secure new business opportunities to grow the portfolio. * Build and maintain strong, long term client relationships that support retention. * Conduct regular client reviews and detailed risk assessments. * Provide tailored insurance solutions aligned with each client's needs and exposures. * Prepare and present professional quotations and proposals. * Negotiate terms, premiums and cover with insurers and underwriting partners. * Advise clients on policy structures, product options and cover enhancements. * Ensure all compliance and regulatory requirements, including FAIS, are adhered to. * Maintain accurate client records and documentation, including own administration. * Assist with claims support and resolution where required. * Attend client visits and meetings as needed to service and grow the portfolio. * Keep up to date with insurance products, market developments and underwriting principles. Requirements (from the original advert) * Between 3 and 10 years' experience in the insurance industry, covering short-term, commercial, Assets All Risks, personal lines and travel. * Proven experience managing and growing a client portfolio, including new business development and client retention. * RE5 and full FAIS compliance. * NQF Level 4 or 5 in Short-Term Insurance, or an equivalent industry recognised qualification. * Sound knowledge of insurance products, underwriting principles and policy structures. * Strong sales, negotiation and client facing skills with excellent communication abilities. * High attention to detail, particularly with compliance and documentation. * Proficiency in Microsoft Office, including Excel, Outlook and Word. * Excellent English language skills, both spoken and written. * Own vehicle and a valid driver's licence for client visits, as the role is office based. Who should apply Candidates with 3 to 10 years of experience in the insurance industry, specifically covering short-term, commercial, Assets All Risks, personal lines, and travel insurance, are encouraged to apply. The ideal candidate will have demonstrated success in managing and expanding a client portfolio, including new business development and retention. Applicants must be RE5 and FAIS compliant, holding an NQF Level 4 or 5 in Short-Term Insurance or an equivalent qualification. Strong knowledge of insurance products, underwriting principles, and policy structures is essential, alongside robust sales, negotiation, and client-facing communication skills. High attention to detail, proficiency in Microsoft Office (Excel, Outlook, Word), excellent English language skills (both spoken and written), and possession of a valid driver's licence and own vehicle for client visits are also required. This role is suitable for professionals ranging from junior to senior management levels. Deadline Not specified Reference Original posting: https://www.jobmail.co.za/jobs/it-computer/other-it-computer/bedfordview/portfolio-administrator-manager-account-executive-id-7607634 Source: jobmail

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 10 years of experience.

• Microsoft Excel
• Microsoft Office
• Driver's licence

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

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