Portfolio Management Lead - Client Servicing & Insights

WTW group; Greater London; Hybrid; GBP 78,000 - 105,000; Full time

Benefits offered by this job

Hybrid working

Private healthcare

Life insurance

Group income protection

Pension scheme

Volunteer day

Share scheme

Dental cover

Job summary

WTW group is seeking a Portfolio Management Team Manager for the Credit Risk Solutions’ Financial Institutions Team. The role focuses on broking and operational management of portfolio of insurance contracts, servicing key clients and supporting day-to-day activities in a dynamic, internationally oriented environment.

The candidate will handle policy management, reporting, data accuracy, and collaboration with billing and underwriters.

Qualifications

• Strong communication skills (written & verbal).
• Accurate numerical work and data handling.
• Comfortable using AI to develop new solutions.
• Proficient in Excel, Word and Outlook.
• Excellent organisational skills with attention to detail.
• Ability to prioritise workloads and meet deadlines.
• Maintain confidentiality with sensitive data.
• Relevant years industry experience for the role.

Responsibilities

• Ongoing client servicing with policy management and reporting.
• Implement mid-term cover alterations, premium adjustments and instalments.
• Record data accurately in Credit Risk Solutions’ ERP (Eclipse) and Willis systems.
• Coordinate with the wider team and Mumbai billing to ensure timely invoices.
• Review reporting structures to address data-driven client needs.
• Ensure adherence to group policies and regulatory requirements.

Skills

Strong communication

Numerical accuracy

AI in solutions

Excel proficiency

Organisational skills

Prioritisation & deadlines

Confidentiality

Industry experience

Tools

Microsoft Word

Outlook

Job description

WTW group is seeking a Portfolio Management Team Manager for the Credit Risk Solutions’ Financial Institutions Team. The role focuses on broking and operational management of portfolio of insurance contracts, servicing key clients and supporting day-to-day activities in a dynamic, internationally oriented environment.

The candidate will handle policy management, reporting, data accuracy, and collaboration with billing and underwriters.