Portfolio Solutions Coordinator

Job details

General information

Reference

003326  

Vacancy location

Location

United Kingdom, London, London

Work Place

Hybrid

Region

UK

Vacancy details

Job Profile

Lockton - Experienced Professional

Title

Portfolio Solutions Coordinator

Description

Dynamic and results orientated Portfolio Solutions Coordinator. This role will be instrumental in collaborating with business leaders to optimise portfolio performance, identify growth opportunities, implement strategies, and deliver value to clients and insurers through insightful analytics, project management and strong communication skills.

Responsibilities 

  • Working in collaboration with the business units, conduct detailed analyse of client portfolios to identify trends and opportunities for growth through the development of new product and portfolio solutions.

 

  • Collaborate with account teams to understand client needs, propose tailored insurance solutions, and present insights and data-driven recommendations to stakeholders.

 

  • Following the internal product and portfolio solutions development process, assist the business units with the product creation, tender/review process and implementation, ensuring projects are delivered on time and within scope.

 

  • Bring data and analytics expertise to the role to suggest new ideas for presentation of data analysis to drive strategic decisions.

 

  • Coordinate cross-functional teams to achieve project objectives, driving innovations and efficiency.

 

  • Develop and maintain comprehensive reporting dashboards to ensure optimal portfolio performance and alignment with business objectives.

 

  • Foster strong relationships with stakeholders, ensuring their evolving needs are met through tailored solutions

Candidate Profile

  • Proven experience in portfolio management, analytics, or a similar role within the insurance or financial services industry.

 

  • Strong track record on delivering tailored solutions.

 

  • Exceptional project management skills with the ability to manage multiple priorities effectively.

 

  • Advanced proficiency in data analytics tools (e.g. Excel, Power BI) and the ability to translate data into actionable insights.

 

  • Excellent presentation and communication skills, with experience delivering to senior stakeholders.

 

  • Strong interpersonal skills to build and maintain strong relationships with internal and external stakeholders.

 

  • Client-focused approach with a passion for identifying and implementing value-driven solutions.

 

  • Self-motivated, proactive, and able to work independently or as part of a team.

Custom section 3

Scheduled

Full Time Permanent