Portfolio Management Analyst

AXA UK; Tunbridge Wells, Bournemouth; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading insurance company in the United Kingdom is seeking applicants for a role focused on pricing portfolio management. The position demands strong analytical skills, experience in pricing, underwriting, and claims management. You will work closely with sales teams to implement new business initiatives while ensuring the fairness of risk underwriting decisions. The firm encourages a hybrid work environment, allowing flexibility to balance home and office work effectively.

Benefits

Competitive annual salary

Annual company & performance-based bonus

Contributory pension scheme (up to 12% employer contributions)

Life Assurance (up to 10 x 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

Qualifications

• Knowledge of private medical insurance (PMI) market dynamics.
• Experience of pricing, underwriting, claims and other key drivers of performance.
• Understanding of the regulatory environment in which AXA Health operates.
• Appreciation of dynamics of large organisations.
• Strong analytical skills using Microsoft Excel preferred.
• Outstanding communication skills.
• Self-motivated.

Responsibilities

• Rolling out retention initiatives into front line teams.
• Delivering new business initiatives into Sales and Operational teams.
• Making sound risk underwriting decisions for non-complex individual and SME referrals.
• Building strong relationships with other Pricing teams, Distribution and Servicing colleagues.
• Considering customer impact in all risk underwriting decisions.

Tools

Microsoft Excel

Job description

Description

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.

Do you have an interest in pricing portfolio management? 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.

Due to the number of applications, we expect to receive for this role, we reserve the right to close this advert earlier than the listed closing date to ensure we’re able to effectively manage interest. Therefore, if you’re interested in joining us at AXA, please don’t hesitate to apply.

What you’ll bring:

• Knowledge of private medical insurance (PMI) market dynamics.
• Experience of pricing, underwriting, claims and other key drivers of performance.
• Understanding of the regulatory environment in which AXA Health operates.
• Appreciate of dynamics of large organisations.
• Strong analytical skills using Microsoft Excel preferred.
• Outstanding communication skills.
• Self‑motivated.

As a precondition of employment for this role, you must be eligible and authorised to work in the United Kingdom.

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.

What we offer:

At AXA UK, we’re appreciative of the people who work for us and our rewards package is reviewed regularly to reflect that. You can expect to receive:

• Competitive annual salary dependent on experience
• Annual company & performance‑based bonus
• Contributory pension scheme (up to 12% employer contributions)
• Life Assurance (up to 10 x 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

To apply, click on the ‘apply for this job’ button, you’ll then need to log in or create a profile to submit your CV. We’re proud to be an Equal Opportunities Employer and don’t discriminate against employees or potential employees based on protected characteristics. If you have a long‑term condition or disability and require adjustments during the application or interview process, we’re proud to offer access to the AXA Accessibility Concierge. For our support, please send an email to [e-mail].

#LI-Hybrid

Who we are:

At AXA Health, we’re passionate about helping our members to put their health first, whether that’s individuals and families, small businesses, or huge corporates. From fast access to diagnosis and treatment, to guidance and tools that can help them manage their health every day, not just when there’s a problem, our members can be confident we’ll guide them, every step of the way.