Portfolio Manager

3 settimane fa


Roma, Lazio, Italia Willis Towers Watson A tempo pieno

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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