Personal Lines Partnerships Portfolio Lead

TN United Kingdom; Birmingham; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

A forward-thinking company is seeking a Personal Lines Partnerships Portfolio Lead to drive performance and delivery within their MGA portfolio. This role offers the chance to lead a successful team, manage underwriting strategies, and foster external relationships. The ideal candidate will have a strong background in portfolio management, pricing, and underwriting, with excellent leadership and analytical skills. Join a dynamic environment that values diversity, inclusion, and employee wellbeing, and make a meaningful impact in the insurance industry.

Benefits

12% non-contributory pension scheme

Annual company bonus

Private medical insurance

Flexible holiday options

Qualifications

• Experience in portfolio management and pricing within Personal Lines or Commercial Markets.
• Strong leadership and influencing skills to manage teams effectively.

Responsibilities

• Manage a team of portfolio managers, embedding successful strategies and methodologies.
• Design and implement underwriting and portfolio oversight frameworks.

Skills

Portfolio Management

Pricing

Underwriting

Leadership

Relationship Building

Analytical Skills

Job description

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Client:

Location:

Birmingham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

2acc464198d2

Job Views:

4

Posted:

02.05.2025

Expiry Date:

16.06.2025

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Job Description:

Working hours: This role is available on a part-time, job-share or full-time basis.

Location: Hybrid with the flexibility to travel according to business requirements.

Closing date for applications:14th May 2025

The opportunity:

Are you looking for that next step in your career? Do you have experience in pricing, underwriting or portfolio management within Personal Lines or Commercial Markets? If so, we would love to hear from you!

As the Personal Lines Partnerships Portfolio Lead, you will have a significant role to play in achieving our ambitions by managing the performance and delivery of our MGA portfolio. You will lead a highly successful team to deliver our underwriting strategy, support external relationships and ensure adequate risk selection and pricing sophistication across a diverse and delegated portfolio. You will provide technical and business leadership to the Underwriting function and wider business areas, whilst being part of an award winning and growing UK Retail business.

What will you be doing?

The role of MGA Portfolio Technical consists of these 4 main areas:

Leadership, Team Development & Direction Setting:

You will manage a team of portfolio managers/ analysts, communicating and embedding successful strategies, methodologies and behaviours across the wider underwriting and pricing teams. Development is important to us, and you will play a key role as an advocate for personal and professional development across underwriting and beyond, taking an active role in setting the bar high.

You will lead planning and forecasting for your portfolios to ensure that the accounts positively contribute to the UK Retail result, as well as developing technical strategies in partnership with key stakeholders to maximise opportunity.

Pricing, underwriting and portfolio oversight:

You will design, own and implement underwriting, portfolio and product oversight frameworks across the MGA portfolio to ensure the flawless execution of great underwriting and pricing practices, ensuring detailed understanding of performance drivers, effective monitoring and continuous development of best practice.

Customer and Partner interactions:

To proactively deliver meaningful and positive change to your key stakeholders, you will be able to add real value to your partners that will support the delivery of the strategy that leads to profitable growth.You will also support the negotiation for new and current business relationships that we have.

What are we looking for?

• Experience in portfolio management, pricing and underwriting of business obtained from the personal lines or commercial market.
• Experience and skills in the underwriting / pricing and negotiation of delegated arrangements.Relevant market, financial risk, regulatory and business awareness.
• Strong portfolio management experience and skills.
• Effective leadership and influencing skills.
• Strong skills in relationship building, active listening, needs analysis, and win-win negotiating.
• Highly articulate with an ability to explain technical concepts to non-technical individuals both internally and externally.
• Experience collaborating with a wide array of stakeholders and delivering through others
• Solutions and delivery focused.
• Advanced and in-depth knowledge of products and line/s of business.
• Excellent analytical skills with an ability to turn analysis into insight and business decisions.
• Awareness of the financial dynamics of a portfolio (i.e. expense allocation, return on capital requirements and the like).

What will you get in return?

Everyone’s different. That’s why at Zurich, we offer a wide range of employee benefits so our people can choose what fits them and their life. Our benefits provide real flexibility so our people can make considered choices and tailor their benefits throughout the year. Our benefits include 12% defined non-contributory pension scheme, annual company bonus, private medical insurance and the option to buy up to an additional 20 days or sell some of your holiday.

Follow the link for more information about our benefits -

Who we are:

At Zurich we aspire to be one of the most responsible and impactful businesses in the world and the best global insurer. Together we’re creating a brighter future for our customers, our people and our planet.

With over 55,000 employees in more than 170 countries, you’ll feel the support of being part of a strong and stable company who are a long-standing player in the insurance industry.

We’ve made a promise to each other and every employee; to focus on sustainable impact, to care about each other’s wellbeing, to use our diverse expertise to be curious and optimistic and to develop the skills needed for our future.

If you're interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives and contributions - then Zurich could be just the place for you. Be part of something great.

Our culture:

At Zurich, our sense of community is strong and we’re particularly passionate about diversity and inclusion, which we’ve won numerous awards for. We want our people to bring the whole of themselves to work and ensure everybody is made to feel welcome, regardless of their background, beliefs or culture. We want our employees to reflect the diversity of our customers, and so are committed to treating all of our applicants fairly and with respect, irrespective of their actual or assumed background, disability or any other protected characteristic.

We’ve an environment that places a real importance on our people’s wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement and we offer access to a comprehensive range of training and development opportunities.

We’re passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm,Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we’ve awarded grants and volunteered time to deserving causes in the UK valued at over £90 million.

So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.