Portfolio Solutions Coordinator

Lockton; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a driven Associate to enhance portfolio performance and deliver tailored insurance solutions. This role involves collaborating with business leaders to identify growth opportunities and implement strategies that add value to clients and insurers. You will leverage your data analytics expertise to provide actionable insights, manage projects effectively, and foster strong relationships with stakeholders. Join a dynamic team where your contributions will directly influence strategic decisions and drive innovations in the insurance sector. If you are passionate about analytics and client-focused solutions, this opportunity is perfect for you.

Qualifications

• Proven experience in portfolio management or analytics within insurance or financial services.
• Exceptional project management skills with the ability to handle multiple priorities.

Responsibilities

• Conduct detailed analysis of client portfolios to identify growth opportunities.
• Develop and maintain comprehensive reporting dashboards for optimal portfolio performance.

Skills

Portfolio Management

Data Analytics

Project Management

Communication Skills

Interpersonal Skills

Tools

Excel

Power BI

Job description

This role will be instrumental in collaborating with business leaders to optimise portfolio performance, identify growth opportunities, implement strategies, and deliver value to clients and insurers through insightful analytics, project management and strong communication skills.

• Working in collaboration with the business units, conduct detailed analysis of client portfolios to identify trends and opportunities for growth through the development of new product and portfolio solutions.
• Collaborate with account teams to understand client needs, propose tailored insurance solutions, and present insights and data-driven recommendations to stakeholders.
• Following the internal product and portfolio solutions development process, assist the business units with the product creation, tender/review process and implementation, ensuring projects are delivered on time and within scope.
• Bring data and analytics expertise to the role to suggest new ideas for presentation of data analysis to drive strategic decisions.
• Coordinate cross-functional teams to achieve project objectives, driving innovations and efficiency.
• Develop and maintain comprehensive reporting dashboards to ensure optimal portfolio performance and alignment with business objectives.
• Foster strong relationships with stakeholders, ensuring their evolving needs are met through tailored solutions.

Experience:

• Proven experience in portfolio management, analytics, or a similar role within the insurance or financial services industry.
• Strong track record on delivering tailored solutions.
• Exceptional project management skills with the ability to manage multiple priorities effectively.
• Advanced proficiency in data analytics tools (e.g. Excel, Power BI) and the ability to translate data into actionable insights.
• Excellent presentation and communication skills, with experience delivering to senior stakeholders.
• Strong interpersonal skills to build and maintain strong relationships with internal and external stakeholders.
• Client-focused approach with a passion for identifying and implementing value-driven solutions.
• Self-motivated, proactive, and able to work independently or as part of a team.

Seniority level

Associate

Employment type

Full-time

Job function

Accounting/Auditing, Business Development, and Other

Industries

Insurance