The Portfolio Management Team is responsible for the overall health and performance of our panels, including ownership of the end‐to‐end processes through which insurer partners join a panel, ensuring they are the right strategic and commercial fit. The team conducts regular panel reviews to assess performance, sustainability, and alignment with FINMAR and FINEX objectives. The team also holds accountability for legal, financial, and internal regulatory governance, ensuring panels operate within agreed frameworks and standards. In addition, Portfolio Management plays an active role in strategy development and cross‐group initiatives, sitting at the heart of FINMAR and supporting projects that shape the continued evolution of Global FINMAR. Oversight and responsibility of the performance and composition of the insurer base for the panels in one or more geographical regions. Lead periodic panel performance reviews, using data, market insight and broker feedback to drive strategic recommendations on panel composition, insurer participation and portfolio optimisation. Analyse data and use trading and market insights (via meetings with Brokers and Insurers) to understand and provide subject matter expertise on the overall health of the panel and its individual insurers. Support insurers, where required, to improve analytics or provide guidance particularly in relation to the data services. Ownership of panel financial performance, including budgeting, revenue forecasting, accrual oversight and coordination with finance teams to ensure accurate reporting and invoicing. Overall responsibility for the FINMAR contracts for your panels, working closely with group legal and the insurers. Be able to analyse data efficiently and use this insight together with market and business knowledge to make recommendations/proposals & resolve complex problems for clients and stakeholders. Demonstrate attention to detail, with high level focus on quality. Proficient in using core Microsoft products such as Excel, PowerPoint and Word. Knowledge of Power BI would also be an advantage. What We OfferEnjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Equal Opportunity EmployerWe're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants.
Locations
Portfolio Management Director in Ipswich, Suffolk employer: Willis Towers Watson
Willis Towers Watson is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation within the insurance sector. Employees benefit from comprehensive growth opportunities, competitive compensation, and a supportive environment that values professional development, all while being part of a leading global firm located in the heart of the UK. Join us to make a meaningful impact in the industry and build lasting relationships with key partners.
