Strategic Portfolio Specialist – Retail, UK & Lloyd\'s
Strategic Portfolio Specialist – Retail, UK & Lloyd\'s

Strategic Portfolio Specialist – Retail, UK & Lloyd\'s

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the Retail CUO and lead strategic projects for profitability and growth.
  • Company: AXA XL is a leading risk solutions provider, known for innovation and inclusivity.
  • Benefits: Enjoy flexible working arrangements, competitive compensation, and a commitment to diversity.
  • Why this job: Join a dynamic team driving impactful change in the insurance industry with a focus on sustainability.
  • Qualifications: Strong understanding of underwriting processes and ability to manage complex priorities.
  • Other info: Be part of a culture that values inclusion and supports personal and professional growth.

The predicted salary is between 36000 - 60000 £ per year.

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As a Strategic Portfolio Specialist in the UK & Lloyd’s region, your primary role will be to support the Retail CUO as well as the Chief of Staff and to work in collaboration with the Head of Portfolio Optimisation in the execution of the regional underwriting strategy. You will form part of the Retail leadership team, you and your team will ensure that underwriting in the region is supported with timely, accurate and complete management information, analysis and portfolio management. The role requires a proven ability to positively and effectively manage a complex blend of global and regional priorities and agendas, whilst driving consistency of approach and efficiencies.
What you’ll be doing
What will your essential responsibilities include?
Strategy

  • Supporting the development of strategy of the Retail team and it’s lines of business
  • Collaborating with the Head of Portfolio Optimisation to align division and product line objectives.
  • Leading strategic projects in the Lloyd’s region to drive profitability, growth and operational efficiency.
  • Executing critical business change initiatives and providing regular updates to the Underwriting leadership team.

Portfolio Management

  • Analyzing and tracking underwriting performance through the Portfolio Management Process (PMP) and QBR’s.
  • Maintaining effective broker relationships and aligning portfolio strategies with other business lines and country managers.
  • Ensuring effective implementation of the PMP within teams to align with strategic goals.

Planning And Reporting

  • Gathering information from all business lines to report and make recommendations to executives.
  • Driving the UK & Lloyd’s quarterly business review process and collaborating on regional and legal entity plans.
  • Managing budgets, monitoring expenses, and providing financial reporting to support decision-making.
  • Developing KPIs and metrics to evaluate organizational performance and track progress.

Oversight, Communication & Collaboration

  • Overseeing strategy delivery and day to day management with the CUO and global product heads.
  • Representing UK&L UW with internal and external stakeholders.
  • Coordinating teams to address key issues and prepare communication materials for meetings.
  • Providing counsel on initiatives and managing relationships between business lines and country managers.
  • Lead on governance topics for the Retail CUO.

Operational Efficiency

  • Working with underwriting leadership to improve underwriting strategy, rules, guidelines and operations.
  • Developing and implementing strategic underwriting operational plans aligned with objectives.
  • Supporting recruitment of talent and ensuring the timely use of underwriting metrics for decision-making.
  • Conducting pre and post bind reviews in conjunction with GCUOs and providing feedback to improve Underwriting and Operations.

You will report to the Retail CUO
What you’ll bring
We’re looking for someone who has these abilities and skills:

  • Sound understanding of underwriting, underwriting processes, governance frameworks and portfolio management
  • Familiarity with planning and finance processes
  • Acting autonomously and thinking strategically on a global scale with exceptional business acumen.
  • Developing and maintaining productive working relationships with internal and external stakeholders.
  • Using sound judgement to identify and resolve day to day and complex issues.
  • Analyzing and interpreting data accurately to drive informed decision making.
  • Leading strategic projects and planning budgets aligned to strategic objectives.
  • Developing and implementing operational plans for continuous improvement and underwriting practices.

What we offer
Inclusion
AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That’s why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It’s about helping one another — and our business — to move forward and succeed.

  • Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe.
  • Robust support for Flexible Working Arrangements
  • Enhanced family-friendly leave benefits
  • Named to the Diversity Best Practices Index
  • Signatory to the UK Women in Finance Charter

Learn more at axaxl.com/about-us/inclusion-and-diversity. AXA XL is an Equal Opportunity Employer.
Total Rewards
AXA XL’s Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do.
We’re committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence.
Sustainability
At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called “Roots of resilience”, focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations.
Our Pillars

  • Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems – the foundation of a sustainable planet and society – are essential to our future. We’re committed to protecting and restoring nature – from mangrove forests to the bees in our backyard – by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans.
  • Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We\’re building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions.
  • Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We’re training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting.
  • AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL’s “Hearts in Action” programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day – the Global Day of Giving.

For more information, please see axaxl.com/sustainability.
Who we are
AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don’t just provide re/insurance, we reinvent it.
How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty.
With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.
Learn more at axaxl.com

Seniority level

  • Seniority level

    Not Applicable

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Sales

  • Industries

    Insurance

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Strategic Portfolio Specialist – Retail, UK & Lloyd\'s employer: AXA XL

AXA XL is an exceptional employer that fosters a culture of inclusivity and collaboration, making it an ideal place for professionals seeking to make a meaningful impact in the insurance industry. With a strong commitment to employee growth, competitive compensation, and a focus on sustainability, employees are empowered to thrive in their careers while contributing to a resilient future. Located in London, AXA XL offers unique opportunities to engage with diverse teams and drive strategic initiatives within a dynamic and supportive environment.
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Contact Detail:

AXA XL Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Strategic Portfolio Specialist – Retail, UK & Lloyd\'s

Tip Number 1

Familiarise yourself with AXA XL's strategic goals and recent initiatives in the Retail sector. Understanding their current focus areas will help you align your discussions during interviews and demonstrate your genuine interest in the company.

Tip Number 2

Network with professionals in the insurance and underwriting fields, especially those who have experience in portfolio management. Engaging with industry peers can provide valuable insights and potentially lead to referrals that enhance your application.

Tip Number 3

Prepare to discuss specific examples of how you've successfully managed complex projects or improved operational efficiency in previous roles. Highlighting your relevant experience will showcase your ability to contribute effectively to the team.

Tip Number 4

Stay updated on market trends and challenges within the UK and Lloyd's insurance sectors. Being knowledgeable about the current landscape will allow you to engage in meaningful conversations and demonstrate your strategic thinking capabilities.

We think you need these skills to ace Strategic Portfolio Specialist – Retail, UK & Lloyd\'s

Strategic Thinking
Underwriting Knowledge
Portfolio Management
Data Analysis
Financial Reporting
Stakeholder Management
Project Management
Budget Management
Communication Skills
Governance Frameworks
Operational Efficiency
Problem-Solving Skills
Collaboration Skills
Analytical Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of the Strategic Portfolio Specialist role. Focus on your understanding of underwriting processes, portfolio management, and strategic project leadership.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and how your background makes you a perfect fit. Mention specific examples of past experiences where you've successfully managed complex projects or improved operational efficiency.

Highlight Key Skills: Clearly outline your key skills in your application, such as analytical abilities, stakeholder management, and strategic thinking. Use bullet points to make these stand out and ensure they relate directly to the job description.

Proofread Your Application: Before submitting, take the time to proofread your application for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for the role you're applying for.

How to prepare for a job interview at AXA XL

Understand the Underwriting Process

Make sure you have a solid grasp of underwriting processes and governance frameworks. Be prepared to discuss how your experience aligns with these aspects, as they are crucial for the Strategic Portfolio Specialist role.

Showcase Your Analytical Skills

Since the role involves analysing and tracking underwriting performance, be ready to demonstrate your analytical skills. Bring examples of how you've used data to drive decision-making in previous roles.

Prepare for Strategic Discussions

The position requires leading strategic projects and collaborating with various stakeholders. Prepare to discuss your experience in managing complex projects and how you align objectives across different teams.

Highlight Relationship Management Experience

Effective broker relationships are key in this role. Be ready to share examples of how you've successfully built and maintained relationships with internal and external stakeholders in your past positions.

Strategic Portfolio Specialist – Retail, UK & Lloyd\'s
AXA XL

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  • Strategic Portfolio Specialist – Retail, UK & Lloyd\'s

    London
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-08-13

  • A

    AXA XL

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