CT-4483; Project Manager - EPI and Credit Control Processes

B2e Consulting; Greater London; Hybrid; GBP 111,000 - 166,000; Full time

Job summary

B2e Consulting is seeking an experienced Project Manager to support a leading London Market Insurer in reviewing end-to-end Estimated Premium Income (EPI) and Credit Control processes. The role involves mapping the landscape, identifying pain points and designing a future-state operating model to support 2027 transformations.

The ideal candidate has 5+ years in insurance project management, a deep understanding of the London Market lifecycle, and strong stakeholder management and communication

Qualifications

• 5+ years of project management experience within Insurance and the London Market.
• Understanding of the end-to-end insurance lifecycle, specifically premium capture.
• Understanding of EPI/Credit Control and associated processes.
• Strong written, communication, interpersonal and problem-solving skills.
• Ability to work independently, manage competing priorities and take ownership.

Responsibilities

• Map the end-to-end EPI and Credit Control process landscape.
• Establish a single view of current processes, data flows, controls and ownership.
• Identify pain points, workarounds, reconciliations and control weaknesses.
• Define tactical improvements that can be delivered during 2027.
• Design a future-state operating model supporting: Consistent EPI governance, Improved Credit Control, Reduced manual intervention, Improved reconciliation, Future Core Platform and Finance Transformation requirements.
• Produce a roadmap and business case for future implementation activity.

Skills

Project management

Insurance industry

Stakeholder management

Communication skills

Job description

Do you have experience of providing project management expertise, on an end-to-end EPI and Credit Control process review project?

This consulting opportunity is to support our client, a leading London Market Insurer organisation, in reviewing end-to-end Estimated Premium Income (EPI) and Credit Control processes, identify tactical improvements and define the future-state operating model required to support future strategic transformation initiatives.

The project needs a consultant who can:

• 5+ years’ project management experience within Insurance and the London Market


• understanding of the end-to-end insurance lifecycle, specifically premium capture


• understanding of EPI/Credit Control and associated processes


• strong communication, organisation and stakeholder management skills.
  

Key services:

The key services that you will be asked to provide are:

• Map the end-to-end EPI and Credit Control process landscape.


• Establish a single view of current processes, data flows, controls and ownership.


• Identify pain points, workarounds, reconciliations and control weaknesses.


• Assess the interaction between:
  
  
  
  • Underwriting
  
  
  • Operations
  
  
  • Credit Control
  
  
  • Finance
  
  
  • Actuarial
  
  
  • Data & Analytics
  
  
  • Charisma
  
  
  • PAS / Data Warehouse / Snowflake
  
  
  
  


• Define tactical improvements that can be delivered during 2027.


• Design a future-state operating model supporting:
  
  
  
  • Consistent EPI governance
  
  
  • Improved Credit Control effectiveness
  
  
  • Reduced manual intervention
  
  
  • Improved reconciliation capability
  
  
  • Future Core Platform and Finance Transformation requirements
  
  
  
  


• Produce a roadmap and business case for future implementation activity.
  

Mandatory Requirements:

• 5+ years’ project management experience within Insurance and the London Market


• understanding of the end-to-end London Market insurance lifecycle, specifically premium capture


• understanding of EPI/Credit Control and associated processes


• ability to work independently, manage competing priorities and take ownership


• strong written, communication, interpersonal and problem-solving skills


• ability to work effectively across different organisational levels and business functions.

Working Pattern:

Hybrid – 2 days per week onsite in London office
Contract Type: Inside IR35
Start: 21st September
Duration: 6 months