Portfolio Insights Specialist

NFU Mutual; Tiddington; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Annual bonus 17.5%

Employer pension (up to 20%)

25 days annual leave

Hybrid working

Job summary

NFU Mutual is seeking a Portfolio Insights Specialist to shape the Regional Sales portfolio insights strategy in a hybrid role based at Stratford-upon-Avon. You will interrogate complex data, uncover patterns, opportunities and risks, and translate these into actionable insights that support commercial performance and decision making.

You will lead reporting improvements, support profitability analysis, and help automate reporting to streamline workflows.

Qualifications

• Significant experience with SQL and Power BI.
• Experience delivering actionable insight to influence senior audiences.
• Experience working with stakeholders to manage cross-functional data tables/warehouses.

Responsibilities

• Design and deliver the Regional Sales portfolio insights strategy.
• Harness AI and analytics to translate data into actionable insights that drive commercial performance.

Skills

SQL

Power BI

Cross-functional collaboration

Data warehousing

Job description

Job details# Portfolio Insights SpecialistRegion: MidlandsLocation: Stratford-upon-AvonContract type: PermanentReference number: SADI02818Working pattern: Full-timeSalary: £44,782 - £55,000 + 17.5% annual bonus + benefits packageClosing date: 23rd November 2026Apply now## Portfolio Insights Specialist* This is a great opportunity to help shape NFU Mutuals growth ambitions by developing effective insights * You’ll be integral to the design and delivery of the Regional Sales portfolio insights strategy * Hybrid working, 80% homeworking and 20% based at the NFU Mutual Head Office in Stratford upon Avon## About the roleThis is a newly created opportunity to join NFU Mutual’s Regional Sales function and help shape how data and insight support commercial decision making. You’ll join a team of 17 as its first specialist in this area, with the opportunity to develop insight capability across the team. You'll support the design and delivery of the Sales Portfolio insights strategy, by harnessing AI and emerging analytical capabilities to interrogate complex data, uncover patterns, opportunities and risks, and translate these into actionable insights and practical solutions that drive commercial performance management. Working closely with Regional Sales and data teams across NFU Mutual, you’ll make sure information is understood and used effectively. You’ll improve reporting frameworks, support market opportunity and profitability analysis, and identify ways to automate reporting and make workflows more efficient. You’ll also provide clear, timely reporting for leadership meetings, trading reviews and planning activity. You’re an analytical and collaborative insight professional who can turn complex data into a clear and compelling story. You bring fresh ideas, look for better ways of working and communicate confidently with senior stakeholders. You’re also comfortable coaching and mentoring others, helping colleagues build their capability and deliver strong results. (Known internally as a Regional Portfolio Insights Specialist).## About youEssentially, you will be able to demonstrate: * Significant experience of SQL and Power BI: essential * Experience of successfully delivering actionable insight information to influence senior audiences driving commercial delivery: essential * Experience working with stakeholders to manage cross functional data tables / warehouses: essential * Knowledge of underwriting or pricing data: desirable *At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees.* *We recognise that some candidates may experience barriers during the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process.* *We're proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.*## Benefits and RewardsWhen you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including: * Salary £44,782 - £55,000* Annual bonus (up to 17.5% of salary)* Contributory pension scheme, up to 20%, including your 8% contribution* 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme* A Family Friendly policy that helps you balance your work and family responsibilities* Access to savings at High Street brands, travel and supermarkets* £20 contribution to a monthly gym membership – subject to T&Cs* Health and wellbeing plan - cashback for dentist, opticians, physio and more* Access to voluntary benefits, including health assessments, private medical insurance and dental insurance* Employee Volunteering - volunteer in the community for one day each year* Mentoring opportunities to help you grow your career* Unlimited access to Refer a Friend £500 bonus scheme* Life Assurance cover of 4 x salary* Employee discounts of 15% on a range of NFU Mutual insurance policies.* Salary sacrifice employee car scheme - subject to eligibility## Working at NFU MutualWe’re one of the UK’s leading general insurance and financial services organisations, and for over 110 years we’ve put our customers at the heart of everything we do. Our people are just as important to us, so we’re proud to be recognised as “a great place to work”. Our Gallup Exceptional Workplace 2026 award was not only awarded with Distinction, but it also marked us as the first UK based company to earn a Gallup Exceptional Workplace award for eleven consecutive years. We’ve also been consistently recognised by Glassdoor. We appeared in the Glassdoor Best Places to Work UK list in 2023, 2024 and 2026 — and in 2026, we were the highest ranked insurance business in the UK, highlighting our strong employee experience and the positive feedback our people share on the platform. Additionally, we were named in the LinkedIn Top Companies 2026 list of “Best midsize employers to grow your career in the UK”, and we’ve been certified as a UK Top Employer by the Top Employers Institute in 2023, 2024, 2025 and 2026. We offer a supportive and empowering culture where people are inspired to perform, given opportunities to grow, and recognised and rewarded for their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable—so we’re successful now and in the future.Apply now## Stratford-upon-AvonTiddington Road Stratford-upon-Avon Warwickshire CV37 7BJVisit the Stratford-upon-Avon (Tiddington) office## Vacancy managed byChris JonesEmail me