Portfolio Assistant

AXA; Bradford; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance provider in Bradford is seeking a candidate experienced in pricing and underwriting to support a comprehensive pricing transformation initiative. This role includes delivering business initiatives, making risk underwriting decisions, and building strong relationships within teams. The company promotes a hybrid work model, requiring at least two days in the office. Competitive salary and benefits package offered, including a pension scheme and annual bonus.

Benefits

Competitive annual salary

Annual company & performance-based bonus

Contributory pension scheme

Life Assurance

Private medical cover

25 days annual leave plus Bank Holidays

Wellbeing services & resources

Employee discounts

Qualifications

• Experience of pricing, underwriting, claims, and other key drivers of performance.
• Understanding of the regulatory environment in which the company operates.
• Appreciation of the dynamics of large organizations.

Responsibilities

• Rolling out retention initiatives into front line teams, implementing changes as needed.
• Delivering new business initiatives into Sales and Operational teams, making changes as needed.
• Making sound risk underwriting decisions for non‑complex individual and SME referrals.
• Building strong relationships with other Pricing teams and colleagues.
• Ensuring customer impact is considered in all risk underwriting decisions.

Skills

Analytical skills using Microsoft Excel

Outstanding communication skills

Self‑motivated

Job description

Overview

We're making a significant investment in pricing capability with a comprehensive pricing transformation programme. This includes the implementation of new pricing software, market‑leading modelling, and performance monitoring approaches. Our pricing structure is more aligned to focus on the key disciplines of technical pricing, market pricing and pricing governance. As a result, several vacancies have arisen, with a need for strong data science, actuarial and governance skills. If you have knowledge of pricing, underwriting, claims and other drivers of performance, this could be the role for you.

You'll roll out initiatives to front line and servicing teams, ensuring they operate as intended. You'll make sound case‑by‑case risk underwriting decisions for individual and small to medium enterprise (SME) referrals, in line with relevant underwriting guides to further optimise performance. At AXA we work smart, empowering our people to balance their time between home and the office in a way that works best for them, their team and our customers. You'll work at least two days a week (40%) away from home, moving to three days a week (60%) in the future. Away from home means either attendance at either our Tunbridge Wells or Bournemouth offices, visiting clients or attending industry events.

What you’ll be doing:

• Rolling out retention initiatives into front line teams, implementing changes as needed.
• Delivering new business initiatives into Sales and Operational teams, making changes as needed.
• Making sound risk underwriting decisions for non‑complex individual and SME referrals in line with relevant underwriting guides and agreed timelines.
• Building strong relationships with other Pricing teams, Distribution and Servicing colleagues.
• Ensuring the customer impact is considered in all risk underwriting decisions, ensuring fair treatment of customers.

Key Requirements

• Experience of pricing, underwriting, claims and other key drivers of performance.
• Understanding of the regulatory environment in which AXA Health operates.
• Appreciation of the dynamics of large organisations.
• Strong analytical skills using Microsoft Excel preferred.
• Outstanding communication skills.
• Self‑motivated.

What we offer

• Competitive annual salary dependent on experience
• Annual company & performance‑based bonus
• Contributory pension scheme (up to 12% employer contributions)
• Life Assurance (up to 10 × annual salary)
• Private medical cover
• 25 days annual leave plus Bank Holidays
• Opportunity to buy up to 5 extra days leave or sell up to 5 days leave
• Wellbeing services & resources
• AXA employee discounts

Location & Working Arrangements

Location: Bradford – Hybrid with travel to other sites as required. Permanent, 35 hours per week, Monday‑Friday, 9 am to 5 pm. Please note that as a precondition of employment for this role, you must be eligible and authorised to work in the United Kingdom.

Regulatory & Compliance

This position has been defined as an Insurance Distribution Directive (IDD) role under the IDD regime which means that in addition to pre‑employment screening checks, the successful candidate will be subject to background screening every 4 years with an annual declaration in interim years.

Application Deadline

Accepting Applications Until 30 January 2026