Portfolio Lead

Working hours:

This role is available on a part‑time, job‑share or full‑time basis.

Location:

Nationwide - travel required to Farnborough, London, Fareham & Birmingham

Closing Date: 26th January 2026

The opportunity:

This is an exciting opportunity to hold a key Leadership position in a successful and growing business – developing our people and delivering for our customers.

As Portfolio Lead for the Zurich Municipal Public Services team, you will work closely with the Head of Market and Leadership team to manage delivery of our commercial plans, provide oversight of our operational performance and manage the profile of our underwriting portfolio to ensure a sustainable book over the long‑term. A strategic and influential role, you will be an analytical thinker who is comfortable working with data, competent in interpreting underwriting and insurance KPI’s.

As a leader in our business, you will help create the team environment for our people to deliver for our customers, each other, our shareholders and our communities.

Zurich Municipal is a leading provider of insurance and risk management solutions for the public and voluntary sectors. Since 1993 we’ve insured charities, voluntary organisations, housing associations, and the education and public sectors, helping our customers better understand and reduce the risks they face. We provide insurance for organisations of all sizes across the UK, from insuring a large local authority to small community groups.

Your day‑to‑day role will see you working within and outside of your immediate team, engaging with a broad range of stakeholders across our organisation from Underwriting & Sales Leadership Teams, Finance, Claims, Reserving, Zurich Resilience Solutions and more.

Your passion for high performance, innovation and customer excellence will find a good home – where you will have the autonomy to shape our ways of working and inspire others.

Many of our employees work flexibly in a variety of different ways, including part‑time, flexible hours, job share, an element of working from home or compressed hours. This is because we want the best people for our roles, and we recognise that sometimes those people aren’t available full‑time. Please talk to us at the interview about the flexibility you may need.

• Working with the Head of Market and National Sales Manager to deliver commercial plans and priorities – delivering growth in our chosen markets
• Reporting of portfolio performance – monthly and quarterly performance evaluation; performance against plan, key trends and recommendations.
• Segmenting and analysing our book; looking for issues and opportunities
• Maintaining existing, and as appropriate enhancing our operational reporting suites to manage our operational performance and commercial delivery
• Working as part of a team to shape our business strategy in response to major market shifts.
• Operational Performance Oversight - reporting on work states and escalating key issues as required

• Excellent analytical and evaluation skills - familiarity with business intelligence suites, such as Power
  
  BI, and manipulating data sets using Excel or Python Code preferred.
• The confidence to make sound and timely decisions – drawing inferences from data as necessary – and approach novel problems with creative solutions.
• Outstanding communication skills – to listen and understand the views of all related stakeholders and the implications for the insurance portfolio.
• A customer focused mindset – how they consider the implications for and need of customers in managing a portfolio
• High levels of inquisitiveness – never short of a question
• An excellent collaborator – working with individuals at all levels of the organisation for the success of the portfolio.

Everyone’s different. That’s why at Zurich, we offer a wide range of employee benefits so our people can choose what fits them and their life. Our benefits provide real flexibility so our people can make considered choices and tailor their benefits throughout the year. Our benefits include 12% defined non‑contributory pension scheme, annual company bonus, private…