Portfolio Manager

Job Title: Portfolio Manager

Salary: Competitive (depending on experience)

Location: Brightside Park, Severn Bridge, Aust, Bristol, BS35 4BL

About the team

We are looking for an experienced Portfolio Manager to join Brightside on a full time permanent basis, reporting into the Director of Trading for a specific product line. This position will have responsibility and accountability for managing the relationships with strategically important insurers and other significant external partners for Brightside.

About the role

You will have day to day responsibility and contact with our partners, including using analytical/statistical methods and software to deliver and exceed business goals across product lines.

The key elements of your role will include:

• Manage the portfolio of written business across product lines and be a key contact for internal and external stakeholders
• Maintain and develop analytical information (e.g. quotes, sales, claims, retention and underwriting performance MI) to support and drive income targets of Group product lines
• Build and develop trusted relationships with external partners
• Interpret internal and external date to provide detailed analytical insight
• Present and communicate gathered insight and analysis to provoke insight-led decisions and actions both internally and externally
• Ongoing tracking of business performance to ensure delivery of business goals
• Support relationships with aggregator partners
• Play a key role in the development and developer of business plans and strategy
• Provide support, direction and challenge to projects
• Undertake root cause analysis to mitigate business risks, taking ownership of incidents, managing these through to satisfactory resolution
• Comply with all relevant legislative and legal requirements, including industry regulations
• Undertake any other duties as reasonably required

About you

• Proven experience working within the insurance industry with a track record of influencing delivery of business goals through the creative us of analytics
• Proven relationship management experience
• Strong experience of the aggregator marketing and key reporting metrics
• Experience of working with high volume, multidimensional data
• Demonstrable experience in adding value to partnerships through data analysis
• Strong negotiation and influencing skills
• Excellent analytical skills
• Excellent interpersonal and communication skills
• Strong numeracy and literacy skills
• Insurance qualification desired but not essential

What’s in it for you?

• Life Assurance to the value of 4 times your basic salary
• Company pension scheme
• Health Cash Plan (includes wellbeing, optical and dentistry allowance)
• 22 days (FTE) plus bank holidays per annum plus birthday day off
• Additional holiday allowance increased in line with length of service
• A buy and sell holiday scheme of up to 3 days (FTE)
• On-site parking
• Exclusive employee discount and rewards at many major brands including health & wellbeing, retail, restaurants and mobile technology providers


  • Portfolio Manager