Our client, a specialist short-term insurance provider, is seeking a Portfolio Manager / Broker Consultant to manage, support and grow their independent broker portfolio in the Durban region. The role sits at the intersection of sales and relationship management, with the successful candidate responsible for driving profitable premium growth while maintaining underwriting quality and service standards. This is a strong opportunity for a commercially driven insurance professional who enjoys being out in the market and building lasting partnerships.

Key Responsibilities

Manage, service and grow an allocated portfolio of independent brokers and corporate brokerages within the region
Achieve and exceed new business and retention targets across core and value-added short-term insurance products
Schedule, prepare thoroughly for, and conduct regular in-person and virtual broker appointments
Educate brokers on the company's value proposition, product offering, underwriting appetite and long-term strategy
Conduct needs assessments to identify portfolio gaps, cross-sell opportunities and new market segments
Monitor portfolio health, claims experience and loss ratios against regional targets, and take corrective action where required
Review and screen upcoming renewals, advising on premium adjustments, sums insured and cover restructuring
Prepare and present portfolio data, performance metrics and market trends in sales and business review meetings
Ensure all documentation is accurate and complete before handover to the Administration Department
Proactively communicate changes to underwriting criteria, product terms and regulatory requirements to brokers
Ensure adherence to Service Level Agreements, corporate identity standards and internal compliance requirements
Build strong internal working relationships with sales peers, administration, finance and management
Represent the company professionally in the market and act as a brand ambassador at industry events
Attend to ad-hoc business, operational and reporting requirements as they arise

Requirements

Matric / Grade 12 (essential)

Full short-term insurance qualification (NQF Level 4/5, minimum 120 credits) as required by FAIS

RE5 regulatory examination completed

Minimum 5 years' experience within the South African short-term insurance industry, ideally in a broker consulting, portfolio management or external sales capacity

Proven sales track record with strong negotiation, influencing and closing ability

Confident, warm and engaging communicator with the ability to build trust and credibility quickly at all levels

Excellent written communication skills, particularly professional email and proposal writing

Thorough and well-prepared approach to client engagements, with strong attention to detail

Intermediate to advanced MS Office skills (Excel, Word, Outlook, PowerPoint) and comfort with insurance administration systems

Valid driver's licence, own reliable vehicle and willingness to travel within the region

Fully bilingual in English and Afrikaans (advantageous)

Benefits

Our client is offering a market-related, negotiable package, with the final offer structured according to the successful candidate's experience, qualifications and track record. The role additionally offers:

Performance-based incentives linked to portfolio growth and profitability
Travel and business expense allowance
Company laptop and cellphone allowance
Ongoing product, technical and regulatory training
Career growth within an established and specialised insurer

Enquiries and Applications

Should you have any further enquiries regarding this opportunity, please email applications@morton-moore.com. Please note that only shortlisted candidates will be contacted for an interview, during which the position, client requirements and recruitment process will be discussed in more detail.

Recruitment and POPIA Disclaimer

This vacancy is advertised by Morton Moore, acting as a recruitment agency on behalf of our client. By submitting your application, CV and supporting information, you acknowledge that your personal information will be collected and processed for legitimate recruitment and employment related purposes in accordance with the Protection of Personal Information Act, 4 of 2013 (POPIA). Your information may be assessed against the requirements of this vacancy and, where appropriate and subject to applicable legal requirements, shared with the relevant client and service providers involved in the recruitment process. Applications are subject to the requirements and selection criteria of the client, and submission of an application does not guarantee an interview, placement or offer of employment. Morton Moore reserves the right, together with its client, not to proceed with or fill the vacancy. No fees will be charged to candidates for recruitment or placement services. Any employment offer will be made by the client and will remain subject to the client’s applicable employment, verification and onboarding requirements.

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