Job Description

The Portfolio Manager's role is to manage, develop and grow a designated panel of Brokers, retain existing business, and generate new business opportunities with new brokers and achieve the desired sales volumes, achieve Gross Written Premiums and Loss Ratio Targets.

Key Performance Areas Produce a Business Plan that reflects market opportunities for the area of responsibility. Produce a Sales plan that demonstrates how to identify, develop, and manage prospects. Underwrite and accept risks within the delegated authority to achieve effective implementation of business. Grow and retain Sales target to ensure the GWP and profitability targets are met. Track Productivity levels. Deliver and enhance the highest level of client satisfaction by working with brokers to map and determine their business needs in delivering superior client service. Strategically analyse the Brokers business plan and develop future business opportunities. Develop the Broker panel whereby ...