FINMAR Portfolio Manager

WTW group; Ipswich; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

25 days annual leave

Private healthcare

Life insurance

Pension scheme

Job summary

WTW is seeking a Portfolio Manager to oversee insurer panels across one or more regions. You will lead performance reviews, drive panel optimisation, and manage RFP processes, using data and market insights to deliver strategic recommendations.

The role collaborates closely with brokers, insurers, and finance to ensure strong panel health and commercial outcomes. The position offers hybrid working arrangements in the UK, with a focus on strategic growth, governance, and cross-group initiatives

Qualifications

• Able to think strategically, connecting market, client and business insights to identify opportunities and challenge existing approaches.
• Articulate and able to influence with confidence at all levels.
• Proficient in using core Microsoft products (Excel, PowerPoint, Word) and Power BI is a plus.

Responsibilities

• Lead periodic panel performance reviews and provide strategic recommendations on panel composition and portfolio optimisation.
• Lead RFPs for panels and evaluate insurer appointments to ensure best practice.
• Analyse data and market insights to assess panel health and insurer performance.
• Support insurers with data analytics and guidance as required.
• Own panel financial performance including budgeting and revenue forecasting.
• Build relationships with internal stakeholders and insurers.

Skills

Strategic thinking

Stakeholder management

Communication

Data analysis

Attention to detail

Process understanding

Tools

Excel

PowerPoint

Word

Power BI

Job description

Description

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. FINMAR is the established portfolio broking model for FINEX, operating across 15 insurer panels globally. By providing specialised market expertise, focused engagement, and powerful analytical insights, we empower our insurer partners to deliver the very best version of themselves to our Insureds and our Brokers. 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.
The Role:

• 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.
• Lead RFPs for your panels, evaluating insurer appointments and ensuring our processes and approach is best practice / fit for purpose.
• 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. Monitor insurer service levels, identifying the drivers of any underperformance.
• 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.
• Build and maintain effective relationships with a variety of internal stakeholders and also insurers and insurer prospects where appropriate.
• Overall responsibility for the FINMAR contracts for your panels, working closely with group legal and the insurers.
• Any other duties commensurate with position or level of responsibility.

Qualifications

What you'll bring:

• Be curious and proactive. This is a varied role with multiple facets, offering significant opportunities for personal development and exposure to a broad range of interesting and impactful activities.
• Able to exercise sound judgement, balance competing priorities and make informed recommendations in ambiguous or complex situations.
• Be articulate and able to communicate and influence with confidence and credibility at all levels; adjusting delivery to suit audience & environment.
• Ability to think strategically, connecting market, client and business insights to identify opportunities and challenge existing approaches, and develop solutions that support business growth and operational effectiveness.
• Knowledge of insurance markets, products and/or market dynamics would be an advantage.
• 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.
• Able to understand complex process and explain those to colleagues where required.
• Proficient in using core Microsoft products such as Excel, PowerPoint and Word. Knowledge of Power BI would also be an advantage.
  

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 [e-mail]