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    Portfolio Manager

    • Salary:
      Pension, PHI, Bonus etc

    • Location:
      London

    • Job reference:
      154216_1726562240

    The Portfolio Manager Operations oversees the administration of insurance and/or reinsurance accounts and contracts, from establishing and maintaining contractual data, processing the insurance and/or reinsurance account bookings, claims handling and manage the related cash flow. You will also support the underwriters in administrative activities related to the underwriting process.

    • Responsible for entries (treaties and/or facultative) in the Accounting and Underwriting system/platforms and all further modifications
    • Enter T&C (Terms and Conditions) into the accounting system with accuracy.
    • Check contractual T&C (Terms and Conditions), submit them to Underwriters for signature and draw their attention in case of ambiguities or changes,
    • Check and process of accounts and claims advices,
    • Clarify discrepancies of accounts and claims with underwriters/ claim experts/ cedents/brokers
    • Manage independently his/her own portfolio of accounts
    • Resolve problems following prescribed guidelines or procedures
    • Proactively seeks advice for new issues and suggest solutions
    • Manage cashflow including setting-up of client bank accounts in the accounting system, processing of outgoing/incoming payments and follow up on pending payments and open balances,

    The Successful Candide will have at least 2-3 years industry (re-/insurance) accounting and underwriting assistance and/or controlling experience

    • Advanced MS Office skills (focus on MS Excel, Power Query)
    • Business Object skills beneficial
    • Power Bi, Tableau, skills beneficial

    Please get in touch for a more detailed job specification and confidential chat.

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