Job Details

Portfolio Development Underwriter – (P/T, job-share or F/T)

United Kingdom - England - Croydon

Job Posting: 06/03/2019
Travel: Yes, 10 % of the Time
Requistion ID 190002Q3


Job Description

Portfolio Development Underwriter – (P/T, job-share or F/T)

Location: South East
The opportunity: 

In the role of the Portfolio Development Underwriter you will be working within underwriting authority and supporting the regional sales teams to lead the development of new portfolio opportunities across all lines, improving broker relationships, handling existing portfolios while taking into account the holistic broker relationship.


This role is available part-time, job-share or full time. This is because we want the best people for our roles, and we recognise that sometimes those people aren’t available full-time.  Please talk to us at interview about the flexibility you may need.


Main accountabilities:
  • Co-ordinate the due diligence and underwriting approach across all lines of business and customer types and Zurich Propositions and Practices

  • Support the Regional Sales and Underwriting Teams to Produce, maintain and develop a robust Portfolio

  • Lead and Support the delivery of any existing deals to ensure that secured opportunities deliver the expected delivery committed by our Brokers٠ Report monthly on the performance of all deals allocated and implement remedial actions if they are not on plan

  • Play a leading role alongside the Regional Sales and Underwriting Teams with any identified tender responses

  • Lead our retention drive with existing deals, ensuring that regular performance management meetings take place to ensure all parties are agreed on any remedial action before the renewal of any Portfolio arrangement

  • Provide underwriting expertise and services to brokers ensuring that business objectives and company standards are met.

  • Implementing company underwriting policy whist meeting growth targets.

  • Underwrite, Negotiate and Secure business within authority limits, ensuring first class customer service at all times

  • Implement agreed technical standards, controls, practices, procedures through effective audits.

  • Work with peer group to develop underwriting approach to portfolio transfers through best practice. Involved in effective training of junior and support underwriters


Key relationships:

  • Direct reporting line to Commercial & Construction Practice Lead

  • Interaction with key partners across all segments/sectors of UKGI

  • Directors, Head of Region, Sales
  • Internal department network required to enable liaison over specific projects or queries.

  • Intermediaries to provide first class customer service in delivery of individual offerings.


    Your skills and experience:

  • Degree level or equivalent business underwriting experience

  • Deep understanding of underwriting and sales principles.

  • Able to understand, interpret and explain underwriting strategy across all lines of business in UKGI

  • Broad knowledge of the insurance industry and associated products expected at this level of the company’s structure

  • Computer literate
  • Proactive in handling a varied workload

  • Is willing to spend majority of time externally with brokers securing new and retaining existing deals

  • Is able to work on their own, without the need for constant direction

  • Highly Numerate.
  • Ability to network and influence others

  • Excellent presentation skills
  • Ability to interpret MI and financial data
  • Strong verbal and written communication skills.

  • Good team player.
The Reward:
As well as a competitive salary we offer an excellent lifestyle benefits package which includes –
  • Discounted gym membership,
  • 25 days holiday plus an additional 3 volunteering days

  • Discounted gadget insurance
  • Annual company bonuses
  • Discounted technology offers
  • Virtual GP appointments
  • Free flu jab
  • 12% pension
  • Discounted will writing service

At Zurich we will consider requests for flexible working on hiring.  Many of our employees work flexibly in many different ways, including part-time, flexible hours, job share, an element of working from home or compressed hours.  Please talk to us at interview about the flexibility you may need.

Who we are:

With about 55,000 employees serving customers in more than 170 countries we aspire to become the best global insurer as measured by our shareholders, customers and employees. If you're interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives and contributions - then Zurich could be just the place for you. The success of our business is built on the contributions of our highly talented employees - people who work every day to position us at the forefront of the insurance industry. We therefore look to hire great people and we encourage those people to give their best.


You’ll feel the support of being part of a strong and stable company. A long-standing player in the insurance industry, we make every effort to address the career development needs and plans of our employees to ensure their success in the future.


Further information:

At Zurich, we aim to have a diverse mix of employees that reflects our customers and the communities in which we live and work. Zurich is a workplace that values different opinions, respects personal needs, and provides equal opportunities for all, regardless of age, gender, race, religion, disability, marital status, gender identity, pregnancy/maternity status and sexual orientation.  Our approach ensures that Zurich is a place that values different opinions, respects personal needs, and provides equal opportunities for all. We are committed to continuous improvement and we offer access to a comprehensive range of training and development opportunities. Zurich is passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity through the Zurich Community Trust.


So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.