Senior Portfolio Manager

Experience:  

• Several years of experience in the industry (re-/insurance) accounting and underwriting assistance and/or controlling
• Advanced MS Office skills (focus on MS Excel, Power Query) 
• Power Bi, Foundry, Business Objects skills beneficial
• Extensive knowledge of technical accounting, settlement process, business reporting or a subject matter expert in an active Line of Business. 

Personal Competences: 

• Deep Insurance & Reinsurance expertise with a strong desire to continuously deepen subject matter expertise. 
• Advanced analytical skills with a high level of accuracy and attention to detail. 
• Strong interpersonal skills with the ability to collaborate effectively across internal teams and external stakeholders. 
• Demonstrates a strong sense of responsibility and dependability in all aspects of work. 
• Self-motivated, flexible, and responsive to change in dynamic environments. 
• Highly organised with a consistent track record of delivering high-quality outcomes. 
• Proactively identifies opportunities for improvement and adapts to evolving business needs.
• Skilled at building and maintaining trusted relationships across multiple levels and disciplines. 
• Passionate about driving innovation and operational excellence through strategic thinking and problem-solving

Education

• Bachelor / completed commercial apprenticeship (ideally in re-/insurance company) or equivalent professional experience

Management of Outsourced portfolio

• Provide strategic oversight of data integrity across assigned Lines of Business (LOBs), whether managed internally or through outsourced partners.
• Responsible for the validation of facultative entries and ensure accurate updates within underwriting and accounting platforms, maintaining high standards of data governance.
• Oversee the correct input and audit of Terms & Conditions in the accounting system, implementing robust quality assurance protocols.
• Ensure completeness and accuracy in the recording of account and claims advices, driving accountability across teams.
• Serve as a senior liaison between Underwriting, Claims, brokers, cedents, and outsourced teams to resolve complex discrepancies and ensure alignment across stakeholders.
• Identify, document, and escalate issues related to outsourced deliverables, ensuring timely resolution and continuous improvement.
• Govern outsourced initiatives, ensuring adherence to contractual obligations, quality benchmarks, and delivery timelines.
• Analyse and interpret internal reports to monitor client accounts and performance metrics, providing actionable insights and strategic recommendations to senior stakeholders.
• Champion knowledge sharing and collaboration across internal teams and external partners, fostering a culture of transparency and continuous learning.
• Collaborate closely with peers and the Head of Technical Accounting & Administration to align operational priorities with business strategy.
• Communicate effectively and constructively with staff and leadership, influencing outcomes and driving engagement
• Lead the organisation and prioritisation of workload within the outsourced team, maintaining SLA compliance and proactively managing performance.

Audit/Compliance

• Execute Internal Control System (ICS) checks in line with applicable guidelines and actively assist Underwriters in fulfilling these control requirements.
• Supervise the accuracy and complete documentation for underwriting, accounting, and claims within the Document Management System (DMS).
• Conduct payment sanctions and embargo screenings by reviewing relevant lists and escalate to Underwriting or Legal teams for further assessment when necessary.
• Serve as a key point of accountability for both internal and external audits, including those conducted by third parties and local regulatory bodies.
• Oversee cashflow activities, including the setup of client bank accounts within the accounting system.
• Ensure that Processing of incoming and outgoing payments is accurate and executed in a timely manner.
• Track and follow up on outstanding payments and unresolved balances related to the outsourced portfolio and designated contracts.

Assigned Portfolio

• All tasks as noted above for assigned complex contracts not placed with Outsource team.

Experience

• Several years of experience in the industry (re-/insurance) accounting and underwriting assistance and/or controlling
• Advanced MS Office skills (focus on MS Excel, Power Query)
• Power Bi, Foundry, Business Objects skills beneficial
• Extensive knowledge of technical accounting, settlement process, business reporting or a subject matter expert in an active Line of Business.

Personal Competences

• Deep Insurance & Reinsurance expertise with a strong desire to continuously deepen subject matter expertise.
• Advanced analytical skills with a high level of accuracy and attention to detail.
• Strong interpersonal skills with the ability to collaborate effectively across internal teams and external stakeholders.
• Demonstrates a strong sense of responsibility and dependability in all aspects of work.
• Self-motivated, flexible, and responsive to change in dynamic environments.
• Highly organised with a consistent track record of delivering high-quality outcomes.
• Proactively identifies opportunities for improvement and adapts to evolving business needs.
• Skilled at building and maintaining trusted relationships across multiple levels and disciplines.
• Passionate about driving innovation and operational excellence through strategic thinking and problem-solving

Education

• Bachelor / completed commercial apprenticeship (ideally in re-/insurance company) or equivalent professional experience