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The Portfolio Management Team is responsible for the overall health and performance of our panels, including ownership of the end-to-end processes through which insurer partners join a panel, ensuring they are the right strategic and commercial fit. The team conducts regular panel reviews to assess performance, sustainability, and alignment with FINMAR and FINEX objectives. FINMAR is the established portfolio broking model for FINEX, operating across 15 insurer panels globally. By providing specialised market expertise, focused engagement, and powerful analytical insights, we empower our insurer partners to deliver the very best version of themselves to our Insureds and our Brokers. The team also holds accountability for legal, financial, and internal regulatory governance, ensuring panels operate within agreed frameworks and standards. In addition, Portfolio Management plays an active role in strategy development and cross-group initiatives, sitting at the heart of FINMAR and supporting projects that shape the continued evolution of Global FINMAR.
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- Oversight and responsibility of the performance and composition of the insurer base for the panels in one or more geographical regions.
- Lead periodic panel performance reviews, using data, market insight and broker feedback to drive strategic recommendations on panel composition, insurer participation and portfolio optimisation.
- Lead RFPs for your panels, evaluating insurer appointments and ensuring our processes and approach is best practice / fit for purpose.
- Analyse data and use trading and market insights (via meetings with Brokers and Insurers) to understand and provide subject matter expertise on the overall health of the panel and its individual insurers. Monitor insurer service levels, identifying the drivers of any underperformance.
- Support insurers, where required, to improve analytics or provide guidance particularly in relation to the data services.
- Ownership of panel financial performance, including budgeting, revenue forecasting, accrual oversight and coordination with finance teams to ensure accurate reporting and invoicing.
- Build and maintain effective relationships with a variety of internal stakeholders and also insurers and insurer prospects where appropriate.
- Overall responsibility for the FINMAR contracts for your panels, working closely with group legal and the insurers.
- Any other duties commensurate with position or level of responsibility.
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