Portfolio Management team - Manager

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

Description

Portfolio Management Team - Manager

We are seeking an enthusiastic and self‑motivated individual to join Credit Risk Solutions’ Financial Institutions Team, working specifically within Portfolio Management Team. In this position, the candidate will be responsible forbroking and operational management of a portfolio of insurance contracts for key clients. The role offers the opportunity to contribute to a dynamic, internationally focused team while supporting its day‑to‑day activities and client servicing needs.

The Role

Principal Duties/Responsibilities

Initial duties/responsibilities will include but not be limited to:

• Ongoing client servicing, with ongoing policy management and reporting.
• implement mid‑term cover alterations, premium adjustments and instalments, including updating premium schedules, liaising with clients and underwriters, updating Credit Risk Solutions’ ERP (Eclipse), coordinating with the wider team where applicable.
• Working with placing team to understand and record data accurately and appropriately.Reviewing and implementing new reporting structures to address growing demands by clients for more data driven decisions.
• Liaising, with the Mumbai billing team, when required, to request invoices, ensuring they are produced accurately and in a timely manner.
• Ensuring all relevant data is captured in the relevant Willis systems of record
• Ensure adherence to group policies, procedures and all regulatory requirements.
• Understand and apply Willis and Credit Risk Solutions procedures.

Qualifications

What you’ll bring:

• Strong communication skills (written, verbal) and interpersonal skills essential.
• Ability to work accurately and efficiently with numbers.
• Comfortable using AI to develop new solutions
• Excellent IT skills: proficient in Excel, Microsoft Word and Outlook.
• Impeccable organisational skills with close attention to detail.
• Ability to prioritize workload, monitor and manage multiple tasks, and to work to deadlines using own initiative.
• Must recognize and display a high level of confidentiality when dealing with sensitive data.
• Relevant years industry experience for the role.

What we offer

Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.

We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.

Equal Opportunity Employer

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please [e-mail]