Insurance Portfolio Manager

Location:

Johannesburg, ZA

Date: 9 Sept 2026

Title: Insurance Portfolio Manager

147692

Insurance Portfolio Manager

Location: Nedbank 135 Rivonia Road, Sandown, Sandton, Johannesburg.

Closing Date

17 September 2026

Job Family

Nedbank Insurance

Leadership Pipeline

Manage Self: Technical

FAIS Affected

FAIS Affected - Yes

Job Purpose

To drive the Nedbank brand and support sales and service strategy in branch network to achieve sales and service targets.

Job Responsibilities

• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
• Identify common customer service breakdown and drive relevant corrective measurements to ensure customer satisfaction.
• Conduct service related workshops and training interventions to improve customer service.
• Analyse relevant customer feedback systems and identify common trends in customer breakdowns and recommend corrective action to achieve world class service expectations.
• Ensure adherance to service standards and strategies by observation and measurement and recommending corrective action.
• Collaborate with key stakeholders to identify initiatives to ensure achievement of sales and service targets.
• Support relevant areas to achieve sales and service objectives by highlighting gaps and opportunities.
• Monitor and coach to ensure understanding and effective utilisation of all sales and service systems to achieve strategic objectives.
• Reducing application errors and improve data quality by identifying frequent offenders and putting corrective activities in place.
• Conduct regular checks on sales claimed and leads provided to ensure compliance with policy and procedures.
• Monitor budget to ensure no overspend on marketing and sales within the region.
• Improve branch profitability through driving net new to franchise acquisition.
• Drive activation and entrench sales to improve revenue generating accounts.
• Focus on portfolio tilt and drive relevant products to increase revenue.
• Plan and implement local area marketing activities.
• Identify gaps in sales performance and provide training to impacted staff.
• Drive strategic sales levers by observing; coaching and testing for understanding.
• Increase sales by researching market and identifying sales opportunities and ensuring fulfillment.
• Drive daily sales disciplines by identifying shortfalls and ensuring corrective action is taken.
• Improve productivity and participation through daily focus on sales levers.
• Measure and drive sales leads and usage of relevant sales systems to improve cross selling opportunities.
• Improve cross sell through driving digital enticement by identifying lost opportunities and communicating these to relevant stakeholders.
• Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframe.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.

Minimum Experience Level

2 - 3 years insurance portfolio management (high-net-worth clients)

Personal Lines experience

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Essential Certifications

RE 5 (Regulatory Examination)

FAIS Qualification (Min 120 credits)

Preferred Qualification

Project Management, Marketing Certificate or Diploma, Coaching accreditation, FAIS Qualification, Regulatory Examination 1 Qualification.

Technical / Professional Knowledge

• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Nedbank policies and procedures
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Cluster Specific Operational Knowledge
• Credit and risk Knowledge

Behavioural Competencies

• Building Partnerships
• Earning Trust
• Energy
• Facilitating Change
• Innovation
• Work Standards
• Planning and Organizing
• Customer Focus

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Please contact the Nedbank Recruiting Team at +27 860 555 566

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