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.
Qualifications :
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)
Experience Required:
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
Additional Information :
Behavioural Competencies:
- Seizing Opportunities
- Taking Action
- Completing Tasks
- Upholding Standards
- Following Procedures
- Team Work
- Interacting with people
- Examining Information
Technical Competencies:
- Commercial Lines insurance sales and underwriting
- Policy and portfolio management
- Commercial Product Knowledge
- Insurance Market understanding
- Underwriting and pricing risk
- Risk perception and assessment
Remote Work :
No
Employment Type :
Full-time
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 delegate...
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.
Qualifications :
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)
Experience Required:
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
Additional Information :
Behavioural Competencies:
- Seizing Opportunities
- Taking Action
- Completing Tasks
- Upholding Standards
- Following Procedures
- Team Work
- Interacting with people
- Examining Information
Technical Competencies:
- Commercial Lines insurance sales and underwriting
- Policy and portfolio management
- Commercial Product Knowledge
- Insurance Market understanding
- Underwriting and pricing risk
- Risk perception and assessment
Remote Work :
No
Employment Type :
Full-time
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