Personal Lines Partnerships Portfolio Lead

Zurich 56 Company Ltd; Leeds; Hybrid; GBP 40,000 - 80,000; Part time

Job summary

An established industry player is seeking a Personal Lines Partnerships Portfolio Lead to manage the performance of their MGA portfolio. This role involves leading a team to deliver underwriting strategies, ensuring effective risk selection and pricing sophistication. The ideal candidate will have a strong background in pricing and underwriting, with excellent leadership and relationship-building skills. The company values flexibility and offers a range of benefits, including a generous pension scheme and private medical insurance. Join a dynamic environment that rewards creativity and initiative, and be part of a team that makes a real impact.

Benefits

12% non-contributory pension

Annual bonus

Private medical insurance

Flexible working arrangements

Qualifications

• Experience in pricing, underwriting, or portfolio management within Personal Lines or Commercial Markets.
• Strong portfolio management and leadership skills are essential.

Responsibilities

• Manage a team of portfolio managers and analysts, embedding strategies and behaviors across teams.
• Design and implement frameworks for underwriting and portfolio oversight.

Skills

Portfolio Management

Pricing

Underwriting

Negotiation Skills

Analytical Skills

Relationship Building

Leadership Skills

Communication Skills

Job description

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123249

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 the 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 play a significant role in achieving our ambitions by managing the performance and delivery of our MGA portfolio. You will lead a successful team to deliver underwriting strategy, support external relationships, and ensure risk selection and pricing sophistication across a diverse portfolio. You will provide technical and business leadership within the Underwriting function and broader business areas, while being part of an award-winning UK Retail business.

Many of our employees work flexibly, including part-time, flexible hours, job share, remote work, or compressed hours. We value the best talent for our roles and are open to discussing flexibility during the interview process.

What will you be doing?

The MGA Portfolio Technical role involves four main areas:

Leadership, Team Development & Direction Setting:

You will manage a team of portfolio managers and analysts, communicating and embedding strategies, methodologies, and behaviors across underwriting and pricing teams. You will champion personal and professional development and set high standards.

You will lead planning and forecasting to ensure portfolios contribute positively to UK Retail results and develop technical strategies with stakeholders to maximize opportunities.

Pricing, Underwriting, and Portfolio Oversight:

You will design and implement frameworks for underwriting, portfolio, and product oversight to ensure effective execution, understanding performance drivers, and continuous improvement.

Customer and Partner Interactions:

You will deliver value to stakeholders, support negotiations for new and existing business relationships, and drive profitable growth.

What are we looking for?

• Experience in portfolio management, pricing, and underwriting from Personal Lines or Commercial Markets.
• Skills in underwriting, pricing, negotiation of delegated arrangements, with relevant market, financial, regulatory, and business awareness.
• Strong portfolio management and leadership skills.
• Excellent relationship-building, active listening, needs analysis, and negotiation skills.
• Ability to explain technical concepts clearly to non-technical audiences.
• Experience collaborating with diverse stakeholders and leading teams.
• Solution-oriented with a focus on delivery.
• Deep knowledge of products and lines of business.
• Strong analytical skills for insights and decision-making.
• Understanding of financial dynamics of portfolios, including expense allocation and return on capital.

What will you get in return?

We offer a wide range of benefits, including a 12% non-contributory pension, annual bonus, private medical insurance, and holiday options. We support flexible working arrangements and encourage discussions about individual needs during the interview process.

Who we are:

Zurich aims to be a responsible, impactful global insurer, creating a brighter future for customers, employees, and the planet. With over 55,000 employees worldwide, we are a stable leader in the insurance industry, committed to sustainability, diversity, and employee wellbeing.

Join us if you want to work in a dynamic environment that rewards creativity, initiative, and contribution. Be part of something great.

Our culture:

We foster a community focused on diversity and inclusion, valuing all backgrounds and beliefs. We prioritize wellbeing, offer extensive training, and encourage community involvement through volunteering and charitable activities. Our Zurich Community Trust has donated over £90 million to UK causes.