Corporate Portfolio Manager

Recruiter:

CFS Recruitment

Job Ref:

PTA000231/RC

Date posted:

Thursday, January 16, 2025

Location:

Bedfordview, South Africa

Salary:

Monthly

SUMMARY:

Looking for a seasoned Corporate Portfolio Manager with over 6 years of experience in Short short-term insurance sector for a permanent position in Bedfordview.

POSITION INFO:

Job Title: Corporate Portfolio Manager
Report to: Corporate Account Manager
Seniority Level: Mid Career (Above 6 yrs exp)
Type: Permanent
Duties and Responsibilities:

Achieve agreed commercial monthly and annual premium sales targets
Achieve a closing rate of 30% on new business quoted per month
Ensure profitable new business is written by monitoring that the new business loss ratio remains under 60%
Ensure overall profitability of portfolio by achieving and maintaining an overall loss ratio of below 60%
Identify and unlock new business opportunities within the existing broker base
Achieve agreed annual book transfer target (personal or commercial transfer business)
Achieve personal development objectives through an employee development plan (i.e., studies and monthly departmental case study score of 70% minimum)

Skills:

Your main responsibilities will be to sell and promote the company’s products (as well as bespoke broker products) and services to their short-term insurance, and corporate broker partners to achieve growth.
Develop and maintain consistent organic growth within the portfolio, identify and unlock new business opportunities, and maintain professional partnerships.
Travel nationally at times.
Minimum 5 years related Short-Term Insurance Sales experience essential.

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