Portfolio Administrator / Account Executive in Commercial Insurance, Bedfordview
Morton Moore · Bedfordview, Gauteng
Overview
A great opportunity for someone with insurance experience to join an established brokerage in Bedfordview. You will take over an existing portfolio of short term and commercial clients while growing your own book through new business. The role is open to junior through to senior professionals, with a salary of R20 000 to R60 000 per month depending on experience. If you have RE5, FAIS compliance, and a passion for client service and sales, this could be your next career move.
About the role
Our client, an established insurance brokerage specialising in short term and commercial underwriting, is looking for a Portfolio Administrator / Manager (Account Executive) to join their Commercial Underwriting team in Bedfordview.
This is a newly created, full time office based role. You will inherit an existing portfolio of clients and have the opportunity to develop and expand your own book through new business. The position is open to a broad range of experience levels, from junior professionals through to senior managers.
What you will be doing:
- Managing and servicing an allocated portfolio of short term and commercial insurance clients
- Sourcing, developing and securing new business opportunities
- Building and maintaining strong, long term client relationships
- Conducting client reviews and detailed risk assessments
- Preparing and presenting professional quotations and proposals
- Negotiating terms, premiums and cover with insurers and underwriting partners
- Advising clients on policy structures, product options and cover enhancements
- Ensuring compliance with FAIS and other regulatory requirements
- Maintaining accurate client records and documentation
- Assisting with claims support and resolution where required
- Attending client visits and meetings to service and grow the portfolio
- Keeping up to date with insurance products, market developments and underwriting principles
Important application note: Please ensure your CV clearly shows your insurance experience and relevant qualifications.
Requirements
- 3 to 10 years' experience in the insurance industry, covering short term, commercial, Assets All Risks, personal lines and travel
- Proven experience managing and growing a client portfolio, including new business development and client retention
- RE5 and full FAIS compliance
- NQF Level 4 or 5 in Short Term Insurance, or an equivalent industry recognised qualification
- Sound knowledge of insurance products, underwriting principles and policy structures
- Strong sales, negotiation and client facing skills with excellent communication abilities
- High attention to detail, particularly with compliance and documentation
- Proficiency in Microsoft Office, including Excel, Outlook and Word
- Excellent English language skills, both spoken and written
- Own vehicle and a valid driver's licence for client visits
Responsibilities
- Manage and service an allocated portfolio of short term and commercial insurance clients
- Actively source, develop and secure new business opportunities to grow the portfolio
- Build and maintain strong, long term client relationships that support retention
- Conduct regular client reviews and detailed risk assessments
- Provide tailored insurance solutions aligned with each client's needs and exposures
- Prepare and present professional quotations and proposals
- Negotiate terms, premiums and cover with insurers and underwriting partners
- Advise clients on policy structures, product options and cover enhancements
- Ensure all compliance and regulatory requirements, including FAIS, are adhered to
- Maintain accurate client records and documentation, including own administration
- Assist with claims support and resolution where required
- Attend client visits and meetings as needed to service and grow the portfolio
- Keep up to date with insurance products, market developments and underwriting principles
Benefits
Provident fund included in cost to company, fuel reimbursements for client visits, 18 days annual leave, performance based incentives and remuneration adjustments
Job details
- Organisation
- Morton Moore
- Location
- Bedfordview, Gauteng
- Job type
- Full time
- Experience level
- Mid (3+ years)
- Education
- Certificate
- Salary
- R20k to R60k / monthly
- Category
- Banking & Insurance
- Application Method
- Apply online
Success Guide
If you are looking at this insurance role, make sure your CV clearly shows your RE5, FAIS compliance and the specific insurance products you have worked with. Because this role is open to different experience levels, highlight whether you have managed your own portfolio before or if you are ready to step up. The salary range is wide, so be ready to discuss your experience and what you bring to the table during the interview. They will likely ask about how you have grown a book of business or retained clients, so have examples ready. Also, having your own vehicle and driver's licence is a must for client visits, so mention that on your application. Good luck!
How we help you prepare
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