Albany Beck is a Management Consultancy focused on providing specialist talent and transformative solutions to Financial Services clients. We combine subject matter expertise with innovative delivery models that help clients scale efficiently, while offering meaningful, long-term career opportunities to our people. At Albany Beck, you’ll be choosing to work with an organisation that’s passionate about your learning journey and committed to your professional and personal development
Role Description
The role will be responsible for project managing a full end to end process review for EPI and Credit Control, ensuring the project is governed and reported in line with one of our London Markets Insurance clients Transformation Management Office (TMO) standards:
- Producing delivery plans. Tracking progress against plan, replanning as necessary
- Mobilising and engaging with SMEs involved in delivery
- Overseeing and directing work tasks and activities for Business Analyst and Operational Excellence Analyst
- Risk, issue and dependency identification and management
- Ensuring outcomes are delivered within the target timeframes
- Map the end-to-end EPI and Credit Control process landscape.
- Establish a single view of current processes, data flows, controls and ownership.
- Identify pain points, workarounds, reconciliations and control weaknesses.
Assess the interaction between:
- Operations
- Credit Control
- Finance
- Actuarial
- Data & Analytics
- PAS / Data Warehouse / Snowflake
- Define tactical improvements that can be delivered during 2027.
- Consistent EPI governance
- Improved Credit Control effectiveness
- Reduced manual intervention
- Improved reconciliation capability
- Future Core Platform and Finance Transformation requirements
- Produce a roadmap and business case for future implementation activity.
Experience
- 5 + years’ experience of Project Management in Financial Services, preferably in insurance and the London market
- Understanding of the end to end insurance lifecycle, specifically Premium capture
- Understanding of Credit Control and associated processes
- Highly organized, self driven and results focused
- Can work independently. Takes ownership
- Deals effectively with competing priorities
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Project Manager - Insurance Transformation employer: Albany Beck
At Albany Beck, we pride ourselves on being an exceptional employer, offering a dynamic work environment in the heart of London or Birmingham with a hybrid working model. Our commitment to your professional growth is evident through our focus on learning and development, ensuring that you have the tools and support needed to thrive in your role as Head of Data & Customer Intelligence. Join us to be part of a collaborative culture that values customer-centric thinking and drives meaningful change within the Financial Services sector.
