Portfolio Analyst

CHUBB; Madrid; Presencial; EUR 40.000 - 60.000; Jornada completa

Descripción de la vacante

An international insurance company located in Madrid is seeking a candidate for a data analysis support role. The ideal person will have strong analytical and communication skills, be proficient in English and other European languages, and capable of working in a dynamic environment. This position offers a hybrid working model and benefits like 30 days of vacation, a meal allowance, and a pension plan.

Servicios

30+ days of vacation

Hybrid working Model

Meal allowance

Gympass discount

Pension plan

Comprehensive Learning & Development support

Wellhub

Formación

• Fluent in English with good communication skills.
• Proficient in additional European languages.
• Competent in Microsoft Office, especially in Excel.
• Strong attention to detail for quality improvement.
• Ability to troubleshoot and resolve issues efficiently.

Responsabilidades

• Support underwriting teams in analyzing the SME portfolio.
• Generate policy documents and ensure operational excellence.
• Engage with departments and brokers to resolve issues.
• Prepare project management reports on the portfolio status.
• Maintain working knowledge of records management procedures.

Conocimientos

Data analysis

Active listening

Customer service skills

Problem resolution

Attention to detail

Educación

Proficiency in English (C1-C2)

Proficiency in additional European languages (C1-C2)

Understanding of Spanish

Herramientas

Microsoft Excel

Descripción del empleo

Description

Do you have an analytical mindset and strong data analysis skills, able to collect, analyze and interpret data to reach conclusions and present insights and findings?

Are you fluent in English and able to communicate with active listening, confirming understanding and recognizing non‑verbal cues and underlying messages?

Do you have any additional European languages (German, French, Dutch, Italian)?

Are you looking for working in an international environment where multi‑tasking and prioritization are key, adapting to rapidly changing events and environments while keeping track of details?

The role is to support the underwriting teams in analyzing the SME (PYMES) portfolio, allowing the teams to focus on production and underwriting. This requires attention to detail, demonstrating a concern for accuracy and thoroughness so that sufficiently detailed information is logged correctly.

This role reports directly to the Project Manager Portfolio Review.

Analyze the Small commercial and lower middle market portfolio, applying big data planning to gather, organize and analyze data to accelerate innovation, synergies and efficiencies across the organization.

Analyze the policy wordings in detail to define the policy structure including endorsement and exclusion and any additional details / information available to track policy wording set up.

Upload the information collected and generate the policy documents in the systems and send them to brokers, ensuring operational excellence by providing flawless transactions, services and products.

Proactively engage with other departments, local teams, and brokers to resolve issues related to the portfolio review work, utilizing troubleshooting skills to diagnose problems, determine possible resolutions and implement effective solutions.

Prepare any necessary reporting for the project management team on the portfolio review status, demonstrating time management by actively controlling and structuring use of time to most effectively accomplish work, projects and goals.

Other ad‑hoc project related tasks, requiring adaptability and effective prioritization.

Key Responsibilities

Build good working relationships with local underwriting teams in country and ensure that local underwriting management are regularly communicated with and kept updated on the status of portfolio review and any issues related, functioning as a business partner and trusted advisor regarding relevant markets, business strategies and operating environments.

To ensure that quality and validation measures are completed, reported, and acted upon accordingly, measuring and evaluating the effectiveness of service delivery to ensure that it meets desired standards and agreements.

To assist in the processing of portfolio review, maintaining working knowledge of the company’s records management policies and procedures.

To liaise with internal departments for credit control, claims and risk information to gather additional information that supports the portfolio review, demonstrating customer knowledge of the organization structure, business strategy and challenges, product/service offerings, key leaders and industry.

Creation and analysis of Business and Operational reports if needed; Investigate, action, complete, or elevate to line management as appropriate.

To adhere to robust Quality Framework standards and procedures, striving for operational excellence and continuous improvement.

To work within the framework of our ethical and service standards, delivering strong customer service support by fulfilling customer requests, resolving technical problems, and responding to questions through on‑site and telephone contact.

• Any other ad hoc duties allocated by the Business Operations Manager or Project Manager.

Qualifications

Key Requirements

• Proficiency in understanding and writing in English C1‑C2, with effective communication and interpersonal skills both in verbal and written forms, including active listening. Proficiency in additional European languages C1‑C2 (German, French, Dutch,) is mandatory. Understanding and writing Spanish is an advantage.
• Competent in Microsoft Office, especially in Excel, with strong attention to detail and the desire to deliver and improve quality.
• Strong customer service skills and customer centric attitude.
• Problem resolution and decision‑making skills, including troubleshooting and the ability to resolve issues efficiently.
• Ability to work in a team environment as well as on own initiative, demonstrating multi‑tasking and prioritization.

Self & Team learning.

What we offer?

• +30 days of vacation a year
• Hybrid working Model
• Meal allowance
• Gympass discount
• Pension plan
• Comprehensive Learning&Development support
• Wellhub

Diversity & Inclusion

At Chubb, we consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Equal Opportunity Statement

It is our policy to provide equal employment opportunity in all of our employment practices without regard to race, color, religion, sex, national origin, ancestry, marital status, age, individuals with disabilities, sexual orientation or gender identity or expression or any other legally protected category. Applicants for positions with Chubb Spain must be legally authorized to work in Spain.

Blended Skills and Competencies

Active Listening: Listens to others, confirming understanding of the content and recognizing non‑verbal cues and underlying messages.

Attention to Detail: Demonstrates a concern for accuracy and thoroughness so that sufficiently detailed information is logged correctly.

Big Data Planning: Develops plans to gather, organize and analyze data to accelerate innovation, synergies and efficiencies across the organization.

Business Partnership & Consulting: Functions as a trusted advisor regarding relevant markets, business strategies and operating environments to both the business and individual members.

Customer Knowledge: Demonstrates knowledge of customer's organization structure, business strategy and challenges, product/service offerings, key leaders and industry.

Customer Service Support: Fulfills customer requests, resolves customers’ technical problems, and responds to customers’ questions through on‑site and telephone contact.

Data Analysis: Collects, analyzes and interprets data to reach conclusions and/or present insights and findings.

Multi‑tasking and Prioritization: Adapts to rapidly changing events and environments while accurately judging priorities and keeping track of details.

Operational Excellence: Identifies opportunities to improve efficiency while providing flawless transactions, services and products; manages monetary assets and other resources to optimize cost effectiveness.

Records Management: Maintains working knowledge of the company’s records management policies and procedures.

Service Delivery Effectiveness: Measures and evaluates the effectiveness of service delivery to ensure that it meets desired standards and agreements.

Time Management: Actively controls and structures use of time to most effectively accomplish work, projects and goals.

Troubleshooting: Resolves issues by diagnosing problems, determining possible resolutions and implementing effective solutions