Portfolio Manager (Short- Term Insurance)

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Assists in planning and implementing the pursuit of strategic opportunities by cultivating partnerships or other commercial relationships or by identifying new markets for the entity's products or services.

Key Result Areas

• Develop and execute business development plans to grow new business and retain profitable portfolios.

• Build and maintain strong relationships with brokers, customers, and key stakeholders to maximize opportunities.

• Manage portfolio profitability, ensuring compliance with underwriting standards, claims ratios, and premium collection targets.

• Negotiate terms and pricing for quotations, renewals, and complex accounts within approved guidelines

• Prepare accurate sales forecasts and track performance against agreed KPIs.

• Collaborate with internal teams to enhance customer experience and service delivery.

• Leverage market trends and insights to recommend fit-for-purpose insurance solutions.

• Support sales initiatives through broker meetings, presentations, and targeted campaigns

Qualifications & Experience Required

• Bachelor’s degree in business administration, Marketing, or a related field.

• Certificate Of Proficiency (General Insurance)-Required

• Proven track record of at least 5-10 years in business development within the life insurance industry or financial services sector.

• Associate Insurance Institute of South Africa (AIISA) – Required

• Relevant certifications in sales, business development, or insurance would be advantageous.

• Knowledge in general insurance

• Sales background

Competencies & Skills

1. Sales & Negotiation Skills

• Proven ability to close deals and negotiate contracts with clients and partners.

• Strong sales acumen with a focus on achieving revenue targets.

2. Strategic Thinking

• Ability to develop and execute strategic business plans to achieve market expansion.

• Analytical mindset to assess market trends and identify growth opportunities.

3. Relationship Management

• Exceptional interpersonal skills to build and maintain relationships with retail clients, SMEs, and agency partners.

• Customer-centric approach with a commitment to exceeding client expectations.

4. Communication Skills

• Excellent verbal and written communication skills for effective client engagement and internal collaboration.

• Ability to articulate the value proposition of life insurance products.

5. Adaptability

• Flexibility to adapt to changing market dynamics and customer needs.

• Proactive approach to identifying and addressing challenges.

Skills

Building Trust, Client Management, Client Needs Assessments, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Customer Value Proposition Development, Direct Selling, Identifying Sales Opportunities, Sales Closing Techniques, Sales Data Management, Sales Software, Strengthening Customer Relationships

Competencies

Builds NetworksBusiness InsightCommunicates EffectivelyCustomer FocusDirects WorkDrives ResultsInterpersonal SavvyManages Complexity

Education

Bachelor of Business Administration (BBA)

Closing Date

06 August 2025 , 23:59

The Old Mutual Story!