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Portfolio Manager

4 months ago

London, UK, United Kingdom IPS Group Full time

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.