Managing an Underwriting Portfolio Masterclass
The shift from underwriting policies to managing a book — price monitoring, segmentation and the strategies that turn an ailing portfolio around.
Format
Classroom · Virtual
Upcoming sessions
Pick a session to applyADMISSIONS OPENThe programme
Managing a portfolio of insurance risks demands fundamentally different skills from underwriting individual policies — and books decline when nobody makes that shift. This masterclass develops the financial and statistical toolkit of portfolio management: measuring performance, monitoring both price change and absolute price levels, segmenting the book to expose non-performing business, and building strategies to refocus an ailing portfolio. The systems needed to monitor change get sustained attention, and case studies run throughout. The cohort leaves seeing the portfolio as a whole rather than case by case — and knowing what to do when the whole is heading the wrong way.
What you will do
Who attends
- Portfolio managers and senior underwriters
- Underwriting managers moving from case to book responsibility
- Pricing and planning professionals within insurers
Programme agenda
Built for the decisions no textbook prepares you for
I.From policy to portfolio
- Skill requirements for portfolio management versus individual underwriting
- The product life cycle applied to insurance
- Developing a whole-book perspective
II.Measurement and monitoring
- Measuring portfolio performance
- Price monitoring: changes and absolute levels
- Systems to monitor change
III.Refocusing the book
- Segmenting an insurance portfolio
- Identifying non-performing segments
- Strategies to refocus an ailing portfolio — with case studies
Frequently asked
Who is the underwriting portfolio masterclass for?
It is built for portfolio managers and senior underwriters, underwriting managers moving from case responsibility to book responsibility, and pricing and planning professionals within insurers. Managing a portfolio of insurance risks demands fundamentally different skills from underwriting individual policies — the programme develops exactly that shift.
What tools does the course provide for turning a book around?
The masterclass develops the financial and statistical toolkit of portfolio management: measuring performance, monitoring both price change and absolute price levels, segmenting the book to expose non-performing business, and building strategies to refocus an ailing portfolio. The systems needed to monitor change get sustained attention, and case studies run throughout.
Is the programme available in-house and in French?
Yes. BIZENIUS delivers in English and French, and an in-house edition can be tailored to your lines of business and portfolio data. Sessions run on a rolling calendar with dates confirmed on request; fees and quotations are provided on enquiry.
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Take the brochure with you.
One request — the full agenda, the faculty and the next cohort dates, sent personally by the admissions team.