Portfolio Relationship Manager Commercial Lines

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

The Portfolio Relationship Manager drives new and renewal business sales, providing the Underwriting Officers with technical sales support enabling them to effectively apply guidelines and sound underwriting practices. Provides intelligent risk assessments and makes informed decisions within delegated underwriting authority levels while ensuring regulatory compliance and meeting all agreed upon sales targets and service level agreements. Actively contributes to the development of propositions, sales, retentions as well as staff and broker training.

Type of Qualification: First Degree

Field of Study: Commerce / Insurance / Risk

Type of Qualification: First Degree

Field of Study: Insurance / Risk Management related studies

FAIS Compliant. – NQF level 5 (120 to 150 credits)



Experience Required:

15 years experience in commercial broker sales short-term insurance commercial lines property products. 

Strong property and motor sales and underwriting and product knowledge a must. 

Sectional Title Property insurance  experience advantage.

15 or more years’ experience in a portfolio management role

5-7 years Tial System knowledge

Behavioural Competencies:

• Seizing Opportunities
• Taking Action
• Completing Tasks
• Upholding Standards
• Following Procedures 
• Team Work
• Interacting with people
• Examining Information  

Technical Competencies:

• Commercial Lines insurance sales and underwriting
• Policy and portfolio management
• Commercial Product Knowledge
• Insurance Market understanding
• Underwriting and pricing risk 
• Risk perception and assessment