Portfolio Analyst

Policy Expert – Portfolio Analyst

🚀Are you ready to transform the insurance industry? 

Policy Expert is a forward-thinking business that loves to get things done. Leveraging proprietary technology and smart data, we offer reliable products and a wow customer experience. 

Having achieved rapid growth since being founded in 2011, we’ve won over 1.5 million customers in Home, Motor and Pet insurance and have been ranked the UK’s No.1-rated home insurer by Review Centre since 2013. 🏆

Hear from our team about what it's like working at Policy Expert ✨ 

Key Responsibilities:

As a Portfolio Analyst at Policy Expert, you will play a critical role in analysing and optimising the performance of insurance portfolios. You will work closely with underwriting, pricing, claims, and finance teams to provide data-driven insights that support strategic decision-making and improve underwriting profitability.

• Analyse portfolio performance across all insurance products (Home, Motor & Pet).
• Develop and maintain dashboards and reports using tools like Looker, Excel, and SQL.
• Support pricing, underwriting, claims and finance teams with data insights to refine pricing and risk selection strategies.
• Monitor key performance indicators (KPIs) and identify trends, anomalies, and opportunities.
• Prepare regular MI (Management Information) reports for senior stakeholders.
• Ensure data quality and consistency across internal systems and external reporting.

Who are you:

• Bachelor’s degree in a quantitative field (e.g., Mathematics, Statistics, Economics, Actuarial Science).
• Strong analytical and problem-solving skills.
• Proficiency in Excel, SQL, and data visualisation tools (e.g., Power BI, Tableau).
• 3+ years in general insurance.
• Excellent communication skills and ability to present complex data clearly.
• Knowledge of underwriting, claims, and policy administration systems is a plus.

Desirable Attributes:

• Curious and detail-oriented mindset.
• Ability to work independently and manage multiple priorities.
• Comfortable working in a fast-paced, data-driven environment.

Benefits: 

  📍 This role will be based in our London office in a 50/50 Hybrid mode. 

💸 We match your pension contributions up to 7% 

📚 Learning budget of £1,000 a year + Study leave (with encouragement to use it) 

🏥 Private medical & Dental cover 

😁 Enhance maternity & paternity  

🚉 Travel season ticket loan. 

🎟️ Access to a wide selection of London O2 events and use of a Private Lounge. 

🌈 Employee Wellbeing Programme 

🚪 Prayer room in office 

What We Stand for and Next Steps “We pride ourselves on being an equal opportunity employer. We treat all applications equally and recruit based solely on an individual’s skills, knowledge, and experience. The quality and growing diversity of our team is a testament to this commitment”  

At Policy Expert, we are committed to fostering an inclusive and supportive environment for all candidates. If you require any reasonable adjustments during the interview process to accommodate your needs, please do not hesitate to let us know. We are dedicated to ensuring every candidate has an equal opportunity to succeed and will work with you to provide the necessary support. 

We aim to be in touch within 14 working days of your application – you will be notified if successful or unsuccessful. Please be encouraged to apply even if you do not meet all the requirements. 

Useful links:  

Glassdoor | Trust Pilot