Marsh Risk
Portfolio Insight & Performance Manager
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R_358402 – Portfolio Insight and Performance Manager
We are seeking a talented individual to join our Portfolio Solutions – Fast Track team at Marsh Risk. This role will be based in London, Birmingham, or Norwich. This is a hybrid role that has a requirement of working at least three days a week in the office.
Role Overview
The Portfolio Insight & Performance Manager is responsible for building and then leading a best-in-class, insurer-quality Portfolio Management capability for Fast Track. The role will establish the processes, insights, and governance required to monitor portfolio performance, identify emerging trends and risks, and support decision-making across the underwriting lifecycle.
Once established, the role will own the day-to-day portfolio insight and performance process, developing and monitoring both backward-looking and forward-looking metrics to provide a clear view of portfolio health. This includes identifying key insights, opportunities, and potential challenges across the developing portfolio, and translating those insights into practical action plans in partnership with the Chief Underwriting Officer (CUO) and Regional Underwriting Leads.
The role will also lead the Underwriting Business Plan process and ensure that Fast Track’s performance is considered through the combined lens of the client, broker, MGA, and carrier, balancing commercial growth with underwriting portfolio balance. The Portfolio Insight & Performance Manager will oversee both Claims and Underwriting Performance analysis and will leverage central Actuarial support and outputs to strengthen insight, planning, and execution.
Key Responsibilities
- Build and embed an insurer-quality portfolio management framework for Fast Track.
- Define and implement the processes, metrics, and governance required to monitor portfolio performance effectively.
- Develop and monitor both backward-looking and forward-looking portfolio performance metrics.
- Analyse portfolio trends to identify key insights, opportunities, and potential challenges.
- Work with the CUO and Regional Underwriting Leads to develop action plans in response to portfolio insights.
- Support initiatives aimed at improving portfolio performance, such as driving increased adoption in priority segments (e.g. German Cyber) to support indexation.
- Own and run the ongoing Underwriting Business Plan process.
- Coordinate inputs from placement, underwriting, actuarial, claims, and other stakeholders.
- Leverage central Actuarial outputs to inform portfolio analysis and planning.
- Interpret actuarial data and translate it into practical underwriting insight.
- Build strong working relationships to support informed and coordinated portfolio decisions.
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Required Skills and Experience
- Experience in portfolio management, underwriting performance, actuarial analysis, insurance analytics, or a similar role.
- Strong understanding of underwriting performance, claims performance, and portfolio optimisation.
- Experience developing management information, metrics, and insight frameworks.
- Ability to translate complex data into clear commercial recommendations.
- Analytical and commercially minded
- Strategic, but practical and execution-focused
- Strong communicator and collaborator
What Makes You Stand Out?
- Strong stakeholder management skills, with experience working across underwriting, claims, actuarial, and leadership teams.
- Ability to balance strategic thinking with hands-on execution.
- Experience working in or with MGA, carrier, broker, or client-facing insurance environments is highly desirable.
- Comfortable working across multiple stakeholder lenses
- Proactive, structured, and outcome-oriented
- Able to challenge constructively and influence decision-making
Why Join Our Team?
We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
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Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.
Marsh is committed to embracing a diverse, inclusive, and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@marsh.com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections, and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
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