At a Glance
- Tasks: Manage insurance portfolios and provide top-notch client servicing.
- Company: Dynamic financial institution with a focus on innovation and teamwork.
- Benefits: 25 days annual leave, private healthcare, hybrid working, and more perks.
- Other info: Opportunities for professional growth and community involvement.
- Why this job: Join a vibrant team and make a real impact in the financial sector.
- Qualifications: Strong communication skills, attention to detail, and relevant industry experience.
The predicted salary is between 45000 - 55000 £ per year.
We are seeking an enthusiastic and self‑motivated individual to join Credit Risk Solutions’ Financial Institutions Team, working specifically within Portfolio Management Team. In this position, the candidate will be responsible for broking and operational management of a portfolio of insurance contracts for key clients. The role offers the opportunity to contribute to a dynamic, internationally focused team while supporting its day‑to‑day activities and client servicing needs.
The Role
Principal Duties/Responsibilities:
- Ongoing client servicing, with ongoing policy management and reporting.
- Implement mid‑term cover alterations, premium adjustments and instalments, including updating premium schedules, liaising with clients and underwriters, updating Credit Risk Solutions’ ERP (Eclipse), coordinating with the wider team where applicable.
- Working with placing team to understand and record data accurately and appropriately.
- Reviewing and implementing new reporting structures to address growing demands by clients for more data driven decisions.
- Liaising with the Mumbai billing team, when required, to request invoices, ensuring they are produced accurately and in a timely manner.
- Ensuring all relevant data is captured in the relevant Willis systems of record.
- Ensure adherence to group policies, procedures and all regulatory requirements.
- Understand and apply Willis and Credit Risk Solutions procedures.
Qualifications
What you’ll bring:
- Strong communication skills (written, verbal) and interpersonal skills essential.
- Ability to work accurately and efficiently with numbers.
- Comfortable using AI to develop new solutions.
- Excellent IT skills: proficient in Excel, Microsoft Word and Outlook.
- Impeccable organisational skills with close attention to detail.
- Ability to prioritize workload, monitor and manage multiple tasks, and to work to deadlines using own initiative.
- Must recognize and display a high level of confidentiality when dealing with sensitive data.
- Relevant years industry experience for the role.
What we offer
Enjoy a benefits package designed to help you thrive, both professionally and personally. You will 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. Start making the most of your career and wellbeing with a range of benefits tailored for you.
Equal Opportunity Employer
We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email.
Portfolio Management team - Manager in Ipswich 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.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Management team - Manager in Ipswich
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Willis Towers Watson). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Willis Towers Watson. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Portfolio Management team - Manager in Ipswich
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Willis Towers Watson.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Willis Towers Watson. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Willis Towers Watson
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Willis Towers Watson to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Willis Towers Watson, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Willis Towers Watson's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
