Job Details

Portfolio Analyst (P/T, job-share or F/T)

United Kingdom - England - Fareham

Job Posting: 10/28/2019
Schedule: Full-time
Travel: Yes, 10 % of the Time
Requistion ID 190006LR


Job Description

Portfolio Analyst (P/T, job-share or F/T)

Location: London or Fareham
The opportunity:

The Portfolio Analyst aids the UK Retail SME Underwriting Team by utilising your analytical background to constantly drive improvements to Zurich’s market pricing and underwriting. This will involve the analysis of multiple data sources using various different analytical techniques. The successful candidate will need to ensure first class customer service and that business objectives and company standards are met.

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.

Key responsibilities:  
  • Support the delivery of portfolio management solutions and monitoring of accounts within their responsibility; through data gathering, analysis and modelling under the supervision of the relevant Portfolio Manager.

  • Regular reporting of key trends on the relevant portfolio.

  • Regular liaison with SME Technical Pricing, SME Market Underwriting, Reserving, Claims and Finance teams in communicating and understanding key portfolio trends

  • Monitoring of portfolio key metrics, trends and market movements.

  • Develop & maintain portfolio analysis systems and incorporate efficiencies or improvements as required

  • Contribute to a positive and supportive team culture

  • Using targeted pricing proposals to deliver business and underwriting strategy

  • Be aware of market developments, distribution channels and our competitive position in relation to allocated products

  • Support the achievement of plan numbers through rigorous monitoring of KPIs, utilisation of technical knowledge and swift implementation of pricing and product changes

  • Ensure agreed technical standards, controls, practices, procedures are implemented using various monitoring mechanisms in order to continually improve

  • Participation in underwriting audits.

  • Support the evaluation of new data concepts alongside the Predictive Analytics team.


Your skills and experience:

  • Highly numerate and analytical

  • Excellent IT Skills – R / Python / VBA / SQL coding experience desirable

  • Professional manner

  • Enthusiastic, positive attitude

  • Good communication and interpersonal skills

  • Team Worker

  • Ability to manage own work

The reward:

As well as a competitive salary, we offer an excellent lifestyle benefits package which includes –

• 12% pension
• 22 days holiday plus an additional 3 volunteering days
• Discounted gadget insurance
• Annual company bonuses
• Discounted technology offers
• Virtual GP appointments
• Free flu jab
• Discounted gym membership,

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, sex, race, religion or belief, disability, marriage/civil partnership, gender reassignment, 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