Albany Beck
EPI Project Manager
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Albany Beck
Albany Beck is a Management Consultancy focused on providing specialist talent and transformative solutions to Financial Services clients. We combine subject matter expertise with innovative delivery models that help clients scale efficiently, while offering meaningful, long-term career opportunities to our people. At Albany Beck, you’ll be choosing to work with an organisation that’s passionate about your learning journey and committed to your professional and personal development.
Role Description
The role will be responsible for project managing a full end-to-end process review for EPI and Credit Control, ensuring the project is governed and reported in line with one of our London Markets Insurance clients Transformation Management Office (TMO) standards:
- Producing delivery plans. Tracking progress against plan, replanning as necessary
- Mobilising and engaging with SMEs involved in delivery
- Overseeing and directing work tasks and activities for Business Analyst and Operational Excellence Analyst
- Risk, issue and dependency identification and management
- Ensuring outcomes are delivered within the target timeframes
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Deliverables & Outcomes:
- Map the end-to-end EPI and Credit Control process landscape.
- Establish a single view of current processes, data flows, controls, and ownership.
- Identify pain points, workarounds, reconciliations, and control weaknesses.
Assess the interaction between:
- Underwriting
- Operations
- Credit Control
- Finance
- Actuarial
- Data & Analytics
- Charisma
- PAS / Data Warehouse / Snowflake
Define tactical improvements that can be delivered during 2027.
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Design a future-state operating model supporting:
- Consistent EPI governance
- Improved Credit Control effectiveness
- Reduced manual intervention
- Improved reconciliation capability
- Future Core Platform and Finance Transformation requirements
Produce a roadmap and business case for future implementation activity.
Experience
- 5+ years’ experience of Project Management in Financial Services, preferably in insurance and the London market
- Understanding of the end-to-end insurance lifecycle, specifically Premium capture
- Understanding of Credit Control and associated processes
- Highly organized, self-driven, and results-focused
- Can work independently. Takes ownership
- Deals effectively with competing priorities
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