Portfolio Management team - Manager

WTW group; Ipswich; Hybrid; GBP 65,000 - 95,000; Full time

Benefits offered by this job

25 days annual leave

Private healthcare

Life insurance

Group income protection

Pension with matched contributions up

Hybrid working options

Employee assistance programme

Volunteer day

Electric vehicle car scheme

Share scheme

Job summary

WTW Group in the UK seeks a Portfolio Management Manager to oversee client servicing, policy management and reporting for a diverse portfolio of insurance contracts within the Credit Risk Solutions team. The role focuses on mid-term cover alterations, premium adjustments, data-driven decision support, and cross‑functional collaboration with the Mumbai billing team.

You will work with a hybrid model, ensuring data integrity across Willis systems while upholding regulatory requirements and

Qualifications

• Experience in portfolio management or credit risk within insurance sector.
• Experience with data-driven reporting and policy management.
• Experience collaborating with international teams.
• Ability to handle confidential data.
• Familiarity with Willis systems preferred.

Responsibilities

• Ongoing client servicing with policy management and reporting.
• Implement mid-term cover alterations, premium adjustments and instalments.
• Record data accurately and develop reporting structures for growing client data needs.
• Liaise with Mumbai billing team to request invoices and ensure timely production.
• Ensure data is captured in Willis systems of record.
• Adhere to group policies, procedures and regulatory requirements.
• Understand and apply Willis and Credit Risk Solutions procedures.

Skills

Strong communication skills

Numerical accuracy

Data and reporting mindset

Excel proficiency

Attention to detail

Confidentiality

AI for solutions

Tools

Eclipse ERP

Willis systems

Job 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 for broking 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

• 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 email [e-mail]