Portolio Management Director

WTW; Greater London; Hybrid; GBP 120,000 - 180,000; Full time

Benefits offered by this job

25 days annual leave

Private healthcare

Life insurance

Group income protection

Pension matched up to 10%

Hybrid working options

Employee assistance programme

Volunteer day

Job summary

WTW is seeking a Portfolio Management Director to lead broking and operational management of a portfolio of insurance contracts for key clients within the Credit Risk Solutions team. The role focuses on client servicing, data-driven reporting and compliance in a dynamic, internationally oriented environment.

You will work across policy management, mid-term alterations, invoicing, and data capture in Willis systems, while coordinating with global teams and maintaining strict confidentiality.

Qualifications

• 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.

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).
• Coordinate with the wider team and understand data requirements for reporting.
• Liaise with the Mumbai billing team to request invoices accurately and timely.
• Ensure all relevant 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

Communication

Numerical accuracy

AI for solutions

Excel

Word

Outlook

Organization

Time management

Confidentiality

Industry experience

Tools

Excel

Microsoft Word

Outlook

Job description

Description

Portfolio Management Director
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

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]