Portfolio Administrator
About the Role
About the position
Our client, a reputable short-term insurance company, is looking to appoint a Portfolio Administrator to support and manage personal lines insurance portfolios.
Minimum Requirements:
3-5 years' experience in Short-Term Insurance (Life Insurance experience will not be considered)
Proven Personal Lines experience (Commercial Lines excluded)
RE5 qualification (non-negotiable)
Postgraduate Qualification or Degree in Short-Term Insurance, Risk Management or LLB
Strong administrative and coordination skills
Client-centric with the ability to liaise professionally with brokers and partners
Key Responsibilities Include:
Managing and administering personal lines portfolios
Liaising with Underwriting Management Agencies (UMA's) and brokers
Issuing policies, renewals, endorsements, and preparing quotes
Maintaining claims and underwriting registers
Coordinating and attending meetings, drafting minutes, and scheduling follow-ups
Following up on outstanding reports and documentation
Supporting business development initiatives and reviewing marketing material
Ensuring efficient query resolution in line with company standards
Desired Skills:
Short term insurance
personal lines
broker liaison
underwriting