At a Glance
- Tasks: Manage insurance contracts and provide top-notch client servicing in a dynamic team.
- Company: WTW, an inclusive employer committed to diversity and community support.
- Benefits: 25 days annual leave, private healthcare, hybrid working, and more perks.
- Other info: Enjoy excellent career growth opportunities and a supportive work environment.
- Why this job: Join a forward-thinking team and make a real impact in the financial sector.
- Qualifications: Strong communication skills, attention to detail, and relevant industry experience required.
The predicted salary is between 49500 - 60500 £ 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'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. 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 candidatehelpdesk@wtwco.com.
Portfolio Management team - Manager employer: WTW
WTW is an exceptional employer that prioritises inclusivity and employee wellbeing, offering a comprehensive benefits package that includes 25 days of annual leave, private healthcare, and a defined contribution pension scheme. The work culture fosters professional growth through hybrid working options and opportunities to engage in meaningful community service, making it an ideal environment for those looking to develop their careers while contributing positively to society.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Management team - Manager
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like WTW. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from WTW.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like WTW. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Portfolio Management team - Manager
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in WTW and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show WTW how you can be a team player!
How to prepare for a job interview at WTW
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with WTW.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with WTW's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
