Portfolio Manager
3 settimane fa
Job Title: Portfolio Manager
The Role: At Willis Towers Watson, our Portfolio Manager oversees all portfolio management activities to achieve strategic customer service, retention and sales objectives. In this role, you will work closely with all branch colleagues to ensure that customer needs are met or exceeded.
- Analysis and evaluation of bond issues submitted by customers.
- Knowledge of current legislation and its applicability; advice to customers
- Technical support on policies, including in application of current legislation
- Negotiation with the insurance market.
- Analysis of market offerings and identification of the best solution for the customer.
Main Responsibilities:
Compliance with risk placement procedures.
Periodic customer visits
Basic customer management: portfolio development, guarantee needs analysis, search for entrustments in the insurance market, verification and update of applicable economic conditions; internal application management oversight of administrative/accounting aspects.
Follow-up with accounting for backlog tracking
Requirements:
Minimum 2 years experience in brokerage companies (surety sector)
Preferred Skills:
English: Fluent, Level international B2
Law or Economics degree or equivalent
Previous insurance, broker and/or company experience
We are committed to equal employment opportunities at WTW
Belonging to protected category as per Law 68/99 is the preferred lane
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