Portolio Management Director
WTW · Ipswich
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