Portfolio Manager
IPS Group Limited London
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,
- 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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