This course recognises the fundamental difference between the skills required to manage a portfolio of insurance risks and those required to underwrite individual policies. Techniques to monitor both price changes and absolute price levels are explored, as are ways of developing strategies to refocus an ailing portfolio. Systems to monitor changes are also explored. Case studies are used extensively throughout.



  • Skill requirements for portfolio management
  • Measuring portfolio performance
  • Price monitoring
  • Segmenting an insurance portfolio
  • Refocusing an ailing portfolio

Learning outcomes

  • Develop the financial and statistical skills necessary for the management of an insurance portfolio
  • Understand the product life cycle as applied to insurance
  • Identify non-performing segments within a portfolio
  • Build strategies to refocus an ailing insurance portfolio
  • Develop a view of a portfolio as a whole, rather than a case-specific perspective.


Anyone with responsibility for an underwriting portfolio, or who is being developed for such a position.

“The training was very well organized. The content was very relevant to my role. The interactive discussion was encouraged and the trainer was also very knowledgeable of the subject matter. I would recommend this training to all who are involved at some stage of retail banking product development.”
“I would like to recommend the marketing teams as well for this training. It was indeed a time well spent and a memorable experience.”
“It was an extraordinary training methodology and a multidisciplinary approach, as well as a clear and strong content structure that focused on core Retail banking. The training methodology helped participants to realize a deeper knowledge of Product Management and Development.”

Our Upcoming Trainings

SME Banking Masterclass
SME Banking Masterclass
Asset & Liability Management
Asset & Liability Management
Digital Banking Leadership
Digital Banking Leadership
Product Management and Development for Retail Banks
Product Management and Development for Retail Banks

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