CT-4483; Project Manager - EPI and Credit Control Processes in London

CT-4483; Project Manager - EPI and Credit Control Processes in London

London Full-Time On-site
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Do you have experience of providing project management expertise, on an end-to-end EPI and Credit Control process review project?


This consulting opportunity is to support our client, a leading London Market Insurer organisation, in reviewing end-to-end Estimated Premium Income (EPI) and Credit Control processes, identify tactical improvements and define the future-state operating model required to support future strategic transformation initiatives.


The project needs a consultant who can:



  • 5+ years’ project management experience within Insurance and the London Market

  • understanding of the end-to-end insurance lifecycle, specifically premium capture

  • understanding of EPI/Credit Control and associated processes

  • strong communication, organisation and stakeholder management skills.


Key services:


The key services that you will be asked to provide are:



  • 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:

    • Underwriting

    • Operations

    • Credit Control

    • Finance

    • Actuarial

    • Data & Analytics

    • Charisma

    • PAS / Data Warehouse / Snowflake



  • Define tactical improvements that can be delivered during 2027.

  • Design a future-state operating model supporting:

    • 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.


Mandatory Requirements:



  • 5+ years’ project management experience within Insurance and the London Market

  • understanding of the end-to-end London Market insurance lifecycle, specifically premium capture

  • understanding of EPI/Credit Control and associated processes

  • ability to work independently, manage competing priorities and take ownership

  • strong written, communication, interpersonal and problem-solving skills

  • ability to work effectively across different organisational levels and business functions.


Working Pattern:


Hybrid – 2 days per week onsite in London office
Contract Type: Inside IR35
Start: 21st September
Duration: 6 months

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CT-4483; Project Manager - EPI and Credit Control Processes in London employer: B2E Consulting

As a leading FMCG company, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our remote working model allows for flexibility while engaging in high-profile projects that drive innovation in data analytics. Join us to be part of a collaborative team where your expertise as a Product Project Manager will directly impact our supply chain reporting initiatives, all while enjoying competitive rates and the opportunity to work with top-tier professionals.

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Contact Details:

B2E Consulting Recruitment Team