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- Tasks: Analyse and optimise insurance portfolios, providing data-driven insights for strategic decisions.
- Company: Join Policy Expert, a leading insurer known for innovation and exceptional customer experience.
- Benefits: Enjoy hybrid work, a £1,000 learning budget, private medical cover, and more perks.
- Why this job: Be part of a dynamic team transforming the insurance industry with cutting-edge technology.
- Qualifications: Bachelor's in a quantitative field and 3+ years in general insurance required.
- Other info: We value diversity and provide support for all candidates during the interview process.
The predicted salary is between 36000 - 60000 £ per year.
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Policy Expert – Portfolio Analyst
Are you ready to transform the insurance industry?
Policy Expert is a forward-thinking business that loves to get things done. Leveraging proprietary technology and smart data, we offer reliable products and a wow customer experience.
Hear from our team about what it\’s like working at Policy Expert
Policy Expert – Portfolio Analyst
Are you ready to transform the insurance industry?
Policy Expert is a forward-thinking business that loves to get things done. Leveraging proprietary technology and smart data, we offer reliable products and a wow customer experience.
Having achieved rapid growth since being founded in 2011, we\’ve won over 1.5 million customers in Home, Motor and Pet insurance and have been ranked the UK\’s No.1-rated home insurer by Review Centre since 2013.
Hear from our team about what it\’s like working at Policy Expert
Key Responsibilities:
As a Portfolio Analyst at Policy Expert, you will play a critical role in analysing and optimising the performance of insurance portfolios. You will work closely with underwriting, pricing, claims, and finance teams to provide data-driven insights that support strategic decision-making and improve underwriting profitability.
- Analyse portfolio performance across all insurance products (Home, Motor & Pet).
- Develop and maintain dashboards and reports using tools like Looker, Excel, and SQL.
- Support pricing, underwriting, claims and finance teams with data insights to refine pricing and risk selection strategies.
- Monitor key performance indicators (KPIs) and identify trends, anomalies, and opportunities.
- Prepare regular MI (Management Information) reports for senior stakeholders.
- Ensure data quality and consistency across internal systems and external reporting.
Who are you:
- Bachelor\’s degree in a quantitative field (e.g., Mathematics, Statistics, Economics, Actuarial Science).
- Strong analytical and problem-solving skills.
- Proficiency in Excel, SQL, and data visualisation tools (e.g., Power BI, Tableau).
- 3+ years in general insurance.
- Excellent communication skills and ability to present complex data clearly.
- Knowledge of underwriting, claims, and policy administration systems is a plus.
Desirable Attributes:
- Curious and detail-oriented mindset.
- Ability to work independently and manage multiple priorities.
- Comfortable working in a fast-paced, data-driven environment.
Benefits:
This role will be based in our London office in a 50/50 Hybrid mode.
We match your pension contributions up to 7%
Learning budget of £1,000 a year + Study leave (with encouragement to use it)
Private medical & Dental cover
Enhance maternity & paternity
Travel season ticket loan.
️ Access to a wide selection of London O2 events and use of a Private Lounge.
Employee Wellbeing Programme
Prayer room in office
What We Stand for and Next Steps \”We pride ourselves on being an equal opportunity employer. We treat all applications equally and recruit based solely on an individual\’s skills, knowledge, and experience. The quality and growing diversity of our team is a testament to this commitment\”
At Policy Expert, we are committed to fostering an inclusive and supportive environment for all candidates. If you require any reasonable adjustments during the interview process to accommodate your needs, please do not hesitate to let us know. We are dedicated to ensuring every candidate has an equal opportunity to succeed and will work with you to provide the necessary support.
We aim to be in touch within 14 working days of your application – you will be notified if successful or unsuccessful. Please be encouraged to apply even if you do not meet all the requirements.
Useful links:
Glassdoor | Trust Pilot
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
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Industries
Insurance
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Portfolio Analyst employer: Policy Expert
Contact Detail:
Policy Expert Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst
✨Tip Number 1
Familiarise yourself with the insurance industry, particularly in areas like underwriting and claims. Understanding these concepts will help you engage in meaningful conversations during interviews and demonstrate your knowledge of the field.
✨Tip Number 2
Brush up on your analytical skills by working on real-world data projects. Use tools like Excel and SQL to analyse datasets, as this practical experience will be invaluable when discussing your capabilities with the hiring team.
✨Tip Number 3
Network with professionals in the insurance sector, especially those who work in portfolio analysis. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 4
Prepare to discuss key performance indicators (KPIs) relevant to insurance portfolios. Being able to articulate how you would monitor and optimise these metrics will show your readiness for the role and your understanding of the company's goals.
We think you need these skills to ace Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Portfolio Analyst role. Emphasise your analytical skills, proficiency in Excel and SQL, and any experience in the insurance industry.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the insurance industry and your understanding of the role. Mention specific projects or experiences that demonstrate your analytical abilities and how they can benefit Policy Expert.
Highlight Relevant Skills: In your application, clearly outline your technical skills, such as data visualisation tools (e.g., Power BI, Tableau) and your experience with dashboards and reports. This will show that you are well-equipped for the responsibilities of the role.
Showcase Your Problem-Solving Abilities: Provide examples in your application that illustrate your problem-solving skills. Discuss how you've used data to drive decisions or improve processes in previous roles, particularly in a fast-paced environment.
How to prepare for a job interview at Policy Expert
✨Know Your Numbers
As a Portfolio Analyst, you'll be dealing with data all the time. Brush up on your analytical skills and be prepared to discuss how you've used data to drive decisions in previous roles. Be ready to explain your experience with tools like Excel and SQL.
✨Understand the Insurance Landscape
Familiarise yourself with the insurance industry, especially the products offered by Policy Expert. Knowing the basics of home, motor, and pet insurance will help you demonstrate your interest and understanding during the interview.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities. Prepare examples of how you've identified trends or anomalies in data and how you acted on those insights. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Showcase Your Communication Skills
Since you'll need to present complex data clearly, practice explaining your past projects to someone without a technical background. This will help you convey your ideas effectively during the interview, showcasing your ability to communicate with various teams.
