JOE SWAFO
Business Portfolio Manager
Gauteng
Summary
Certified Business Insurance Executive with 10+ years of experience driving revenue growth and client retention in fast-paced insurance environments. Expertise in managing high-value business portfolios (Discovery Insure), optimizing sales pipelines as an SDR, and implementing data-driven retention strategies. Proven ability to exceed targets through ethical client engagement and market trend analysis. Currently enhancing strategic acumen through a bachelor’s in business management.
Talented Portfolio Manager bringing 6+ years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.
Overview
13
13
years of professional experience
2
2
Certifications
Work History
Business Portfolio Manager
Discovery Insure
12.2019 - Current
- Manage R5M+ client portfolio, achieving 92% retention and 15% YoY growth through tailored risk-mitigation strategies.
- Lead cross-functional teams to develop new business ventures, resulting in 28% expansion of high-value accounts.
- Analyse market trends and client data to optimize product offerings, reducing client churn by 20%.
- Implement CRM-driven reporting systems to track portfolio performance and profitability.
- Sales Development Representative (SDR) | Dec 2019 – 2021
Business Insurance Broker
MiWay Insurance
03.2017 - 10.2019
- Closed R1.5M+ in new business by identifying client pain points and aligning solutions with industry risks.
- Cultivated partnerships with 50+ corporate clients, enhancing account longevity by 40%.
Business Insurance Tied Agent/Retentions
King Price
04.2015 - 02.2017
- Managed underwriting, claims, and client servicing for 200+ SME accounts, achieving 95% satisfaction.
Sales & Retention Specialist
OUTsurance
05.2012 - 03.2015
- Reduced client attrition by 30% through feedback-based retention strategies and contract renegotiation.
Education
Bachelor of Science - Business Management
University of the People
Advanced Insurance Certification - undefined
Moonstone Business School
Business Fundamentals Program - undefined
Damelin College
Skills
Software: Salesforce, Microsoft Power BI and other LMS systems
Certification
Regulatory Exam RE5 (Level 5) | FSCA
Affiliations
- Member, Insurance Institute of South Africa (IISA)
- Candidate Member, Institute of Risk Management South Africa (IRMSA)
CORE EXPERTISE
- Portfolio Management | Sales Development (SDR) | Client Retention & Growth
- Business Risk Analysis | Market Trend Forecasting | CRM Optimization (e.g., Salesforce)
- Cross-Functional Leadership | Stakeholder Negotiation | Insurance Underwriting
- Regulatory Compliance (RE5, NQF L4) | Data-Driven Reporting
Timeline
Business Portfolio Manager
Discovery Insure
12.2019 - Current
Business Insurance Broker
MiWay Insurance
03.2017 - 10.2019
Business Insurance Tied Agent/Retentions
King Price
04.2015 - 02.2017
Sales & Retention Specialist
OUTsurance
05.2012 - 03.2015
Advanced Insurance Certification - undefined
Moonstone Business School
Business Fundamentals Program - undefined
Damelin College
Bachelor of Science - Business Management
University of the People
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