Insurance Portfolio Manager

Job Classification

Job Family

Career Stream

Leadership Pipeline

FAIS Affected

Job Purpose

By supporting the Risk Advisor within Nedbank Insurance brokerage, we drive the Nedbank Insurance brand and service strategy in achieving targets. Maximize operational efficiency, identify, and address client needs. Maintain and build relationships with all stakeholders.

Job Responsibilities

• Service and manage a portfolio of clients.
• Responsibilities include management of policy renewals, retention, policy amendments, client queries, verification of client data.
• Assisting Risk Advisor in obtaining quotations, onboarding of clients and issuance of policies.
• Adherence to underwriting criteria and application.
• Adherence to service standards and Service Level Agreement (SLA).
• Identify and recommend ways to improve business processes and systems to operate more effectively and adding value to clients and business.
• Support the achievement of the business vision, strategy, and values.
• Achieving development goals.
• FAIS requirements being achieved and fully complied with.
• Comply with Risk standards, policies and procedures as required by Compliance.
• Share knowledge and industry trends with team and stakeholders during formal and informal interactions.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.

Essential Qualifications - NQF Level

Essential Qualification

• Qualification as per FSCA list: Cat 1.2 and 1.6 (Short-term Insurance Personal & Commercial lines)
• First Regulatory Examination: Representatives (RE5)

Preferred Qualification

NQF 5 Higher certificate in Short-term Insurance

Minimum Experience Level

• 3-5 years working experience in the short-term insurance industry (Personal & Commercial lines)
• Experience working in a short-term insurance brokerage

Technical / Professional Knowledge

Behavioural Competencies