Insurance Portfolio Manager – Panels & Analytics

WTW group; Greater London; Hybrid; GBP 40,000 - 56,000; Full time

Benefits offered by this job

25 days annual leave

Private healthcare

Life insurance

Group income protection

Pension (matched up to 10%)

Hybrid working options

Employee assistance programme

Volunteer day

Job summary

WTW is seeking a Portfolio Management professional to support insurer panel performance and strategic composition across regions. The role involves data-driven reviews, broker feedback integration, and ensuring best-practice processes for RFPs and contracting.

You will analyse data, monitor service levels, and collaborate with finance and legal teams to support budget, revenue forecasts, and contract management. Hybrid working and a comprehensive benefits package are available.

Qualifications

• Be curious, proactive and keen to learn. This is a varied role with significant opportunities for development and exposure to a broad range of activities across the business.
• Demonstrate good judgement and an organised approach to managing priorities, seeking guidance where appropriate and making informed recommendations.
• Be a confident communicator, able to build positive relationships with colleagues and stakeholders and adapt communication style to different audiences.
• Show an interest in understanding the insurance market, client needs and business objectives, and contribute ideas that support team and business goals.
• Knowledge of insurance markets, products or market dynamics would be beneficial, but is not essential.
• Be comfortable working with data and information, drawing insights and supporting recommendations and decision-making.
• Demonstrate strong attention to detail and a commitment to delivering high-quality work.
• Be able to understand and follow established processes and explain these to colleagues where required.
• Be proficient in Microsoft Office applications, including Excel, PowerPoint and Word. Knowledge of Power BI would be advantageous.

Responsibilities

• Support the oversight of the performance and composition of the insurer base for the panels in one or more geographical regions.
• Assist with the periodic panel performance reviews, using data, market insight and broker feedback to drive strategic recommendations on panel composition, insurer participation and portfolio optimisation.
• Support the delivery of RFPS for FINMAR panels, evaluating insurer appointments and ensuring our processes and approach is best practice / fit for purpose.
• Analyse data and use trading and market insights 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.
• Assist with panel financial performance, including budgeting, revenue forecasting, accrual oversight and coordination with finance teams.
• Build and maintain effective relationships with a variety of internal stakeholders and also insurers and insurer prospects where appropriate.
• Support the management of the FINMAR contracts across panels, working closely with group legal and the insurers.
• Contribute to projects, initiatives and any other duties commensurate with position or level of responsibility.

Skills

Curious and proactive

Good judgement

Communicator

Keen to understand insurance market

Data interpretation

Attention to detail

Process adherence

Microsoft Office (Excel, PowerPoint, W

Tools

Excel

PowerPoint

Word

Power BI

Job description

WTW is seeking a Portfolio Management professional to support insurer panel performance and strategic composition across regions. The role involves data-driven reviews, broker feedback integration, and ensuring best-practice processes for RFPs and contracting.

You will analyse data, monitor service levels, and collaborate with finance and legal teams to support budget, revenue forecasts, and contract management. Hybrid working and a comprehensive benefits package are available.