Portfolio Analyst
hace 7 días
Description Do you have an analytical mindset? Do you have native/bilingual level in French, in addition to English? Are you looking for working in an international environment? The role is to support the underwriting teams in analyzing the small and medium enterprises (SMEs) and lower middle market portfolio allowing the teams to focus on production and underwriting. Key Responsibilities: Analyze the small commercial and lower middle market portfolio. Collects, analyzes and interprets data to reach conclusions and/or present insights and findings. Analyze the policy wordings in detail to define the policy structure including endorsement and exclusion and any additional details / information available to track policy wording set up. Upload the information collected and generate the policy documents in the systems and send them to brokers. Proactively engage with other departments, local teams, and brokers to resolve issues related to the portfolio review work. Build good working relationships with local underwriting teams in country and ensure that local underwriting management are regularly communicated with and kept updated on the status of portfolio review and any issues related. To assist in the processing of portfolio review. Data Analysis: Collects, analyzes, and interprets data to draw conclusions and present insights. Measures and evaluates the effectiveness of service delivery to ensure that it meets desired standards and agreements Multi-tasking and Prioritization: Adapts to changing environments, accurately prioritizes tasks, and tracks details. Diagnoses problems, determines solutions, and implements effective resolutions. To work within the framework of our ethical and service standards. Any other ad hoc duties allocated by the Business Operations Manager or Project Manager. Key requirements: Proficiency in French (C1-C2) is essential. Proficiency in English (C1-C2) is essential. previous experience in portfolio analyst or working in insurance company is essential. Competent in Microsoft Office, especially in Excel, with strong attention to detail and the desire to deliver and improve quality. Strong customer service skills and customer centric attitude. Problem resolution and decision-making skills, including troubleshooting and the ability to resolve issues efficiently. Adapts to rapidly changing events and environments while accurately judging priorities and keeping track of details Ability to work in a team environment as well as on own initiative, demonstrating multi-tasking and prioritization.
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