Portfolio Lead

Zurich Insurance Company; Farnborough; Hybrid; GBP 125,000 - 150,000; Part time

Job summary

A leading insurance provider in the UK seeks a Portfolio Lead to guide the Munich Municipal Public Services team. This leadership position requires strong analytical skills and the ability to manage operational performance and deliver commercial plans effectively. The ideal candidate will possess expertise in data analysis, excellent communication abilities, and a customer-focused mindset. This role offers a part-time, job-share, or full-time flexibility, alongside a competitive benefits package including a non-contributory pension and private medical insurance.

Benefits

12% defined pension scheme

Annual company bonus

Private medical insurance

Optional buy/sell holiday days

Qualifications

• Proven analytical and evaluation skills with experience in business intelligence tools.
• Ability to make timely decisions based on data analysis.
• Strong communication skills to engage with stakeholders effectively.

Responsibilities

• Lead the delivery of commercial plans and manage operational performance.
• Analyze portfolio performance and identify key trends.
• Collaborate with various teams to shape business strategy.

Skills

Excellent analytical skills

Business intelligence familiarity

Outstanding communication skills

Customer-focused mindset

High levels of inquisitiveness

Excellent collaboration

Tools

PowerBI

Excel

Python

Job description

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

Location: Nationwide - travel required to Farnborough, London, Fareham & Birmingham

Closing Date: 26th January 2026

The opportunity

This is an exciting opportunity to hold a key Leadership position in a successful and growing business – developing our people and delivering for our customers.

As Portfolio Lead for the Zurich Municipal Public Services team, you will work closely with the Head of Market and Leadership team to manage delivery of our commercial plans, provide oversight of our operational performance and manage the profile of our underwriting portfolio to ensure a sustainable book over the long‑term. A strategic and influential role, you will be an analytical thinker who is comfortable working with data, competent in interpreting underwriting and insurance KPI’s. As a leader in our business, you will help create the team environment for our people to deliver for our customers, each other, our shareholders and our communities.

Zurich Municipal is a leading provider of insurance and risk management solutions for the public and voluntary sectors. Since 1993 we’ve insured charities, voluntary organisations, housing associations, and the education and public sectors, helping our customers better understand and reduce the risks they face. We provide insurance for organisations of all sizes across the UK, from insuring a large local authority to small community groups.

Your day‑to‑day role will see you working within and outside of your immediate team, engaging with a broad range of stakeholders across our organisation from Underwriting & Sales Leadership Teams, Finance, Claims, Reserving, Zurich Resilience Solutions and more.

Your passion for high performance, innovation and customer excellence will find a good home – where you will have the autonomy to shape our ways of working and inspire others.

What will you be doing?

• Working with the Head of Market and National Sales Manager to deliver commercial plans and priorities – delivering growth in our chosen markets
• Reporting of portfolio performance – monthly and quarterly performance evaluation; performance against plan, key trends and recommendations.
• Segmenting and analysing our book; looking to issues and opportunities
• Maintaining existing, and as appropriate enhancing our operational reporting suites to manage our operational performance and commercial delivery
• Working as part of a team to shape our business strategy in response to major market shifts.
• Operational Performance Oversight - reporting on work states and escalating key issues as required

Who are we looking for?

The ideal candidate will be able to evidence:

• Excellent analytical and evaluation skills - familiarity with business intelligence suites, such as PowerBI, and manipulating data sets using Excel or Python Code preferred.
• The confidence to make sound and timely decisions – drawing inferences from data as necessary - and approach novel problems with creative solutions.
• Outstanding communication skills – to listen and understand the views of all related stakeholders and the implications for the insurance portfolio.
• A customer focused mindset – how they consider the implications for and need of customers in managing a portfolio
• High levels of inquisitiveness – never short of a question
• An excellent collaborator – working with individuals at all levels of the organisation for the success of the portfolio.

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 -

What happens next?

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 that is 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 have an environment that places real importance on our people’s well‑being from a physical, mental, social and financial perspective. We work with our well‑being 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.