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 · Live 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
Do the programmes cover reinsurance and underwriting discipline?
Yes — the insurance curriculum includes advanced reinsurance, underwriting portfolio management, captives and alternative risk transfer, business interruption and specialty lines such as project cargo. Participants leave able to structure a reinsurance programme, steer an underwriting portfolio by its numbers, and price the risks their market actually writes.
Is there content on risk management and finance for insurers specifically?
Yes. Dedicated programmes cover market and liquidity risk management for insurers, enterprise risk management, running effective risk workshops, and finance for insurance professionals. The material is written for insurers’ balance sheets, not adapted from banking slides.
Can a programme be run privately inside our company?
Yes. Every BIZENIUS programme is available in-house, tailored to your lines of business, your market and your regulatory context, in English or French. Insurers often use private editions to put underwriting, claims and risk teams through the same casework together.
In which languages and formats do the insurance programmes run?
English and French, in classroom, live virtual and hybrid formats. BIZENIUS delivers from Dubai and Bangalore and on client sites, having served 150+ client organisations across 45+ countries on four continents.
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In their words
Knowledge transfer, emphasised throughout
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The Capability Arc™
Fix it · Advisory
Advisory & Consultancy
A senior bench across risk, treasury and regulation.
Learning is one point on the Capability Arc. Many institutions pair this programme with the advisory engagement — and automate what the framework demands.
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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.