Portfolio Relationship Manager – Commercial Lines

Job Overview

Business Segment:
Insurance & Asset Management

Company:
Standard Insurance Ltd

Location:

ZA, GP, Roodepoort, 4 Ellis Street

The Portfolio Relationship Manager drives new and renewal business sales, providing the Underwriting Officers with technical sales support enabling them to effectively apply guidelines and sound underwriting practices. Provides intelligent risk assessments and makes informed decisions within delegated underwriting authority levels while ensuring regulatory compliance and meeting all agreed upon sales targets and service level agreements. Actively contributes to the development of propositions, sales, retentions as well as staff and broker training.

Type of

Qualification:

First Degree

Field of Study: Commerce / Insurance / Risk

Type of

Qualification:

First Degree

Field of Study: Insurance / Risk Management related studies

FAIS Compliant. – NQF level 5 (120 to 150 credits)

• 15 years experience in commercial broker sales short-term insurance commercial lines property products.
• Strong property and motor sales and underwriting and product knowledge a must.
• Sectional Title Property insurance experience advantage.
• 15 or more years’ experience in a portfolio management role
• 5-7 years Tial System knowledge

• Taking Action
• Completing Tasks
• Upholding Standards
• Following Procedures
• Team Work
• Interacting with people
• Examining Information
• Commercial Lines insurance sales and underwriting