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Short-Term Insurance Portfolio Manager

Company

Profile Personnel

Location

kugompo city, kugompo city

Type

Full-time

We are seeking an experienced and driven Short-Term Insurance Portfolio Manager to join our team. This role is responsible for managing an existing portfolio of short-term insurance clients, delivering exceptional service, maintaining high client retention levels, and growing the portfolio through new business development. The successful candidate will have strong technical insurance knowledge, excellent relationship management skills, and a proven ability to achieve sales targets.

Key Responsibilities
  • Manage and service an existing portfolio of short-term insurance clients.

  • Build and maintain strong client relationships through professional and proactive communication.

  • Prepare quotations, policy amendments, renewals, endorsements, and policy reviews.

  • Identify opportunities to cross-sell and upsell suitable insurance solutions.

  • Generate new business through networking, referrals, ...

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