CT-4483; Project Manager - EPI and Credit Control Processes

Do you have experience of providing project management expertise, on an end-to-end EPI and Credit Control process review project?

This consulting opportunity is to support our client, a leading London Market Insurer organisation, in reviewing end-to-end Estimated Premium Income (EPI) and Credit Control processes, identify tactical improvements and define the future-state operating model required to support future strategic transformation initiatives.

The project needs a consultant who can:

• 5+ years’ project management experience within Insurance and the London Market


• understanding of the end-to-end insurance lifecycle, specifically premium capture


• understanding of EPI/Credit Control and associated processes


• strong communication, organisation and stakeholder management skills.
  

Key services:

The key services that you will be asked to provide are:

• Map the end-to-end EPI and Credit Control process landscape.


• Establish a single view of current processes, data flows, controls and ownership.


• Identify pain points, workarounds, reconciliations and control weaknesses.


• Assess the interaction between:
  
  
  
  • Underwriting
  
  
  • Operations
  
  
  • Credit Control
  
  
  • Finance
  
  
  • Actuarial
  
  
  • Data & Analytics
  
  
  • Charisma
  
  
  • PAS / Data Warehouse / Snowflake
  
  
  
  


• Define tactical improvements that can be delivered during 2027.


• Design a future-state operating model supporting:
  
  
  
  • Consistent EPI governance
  
  
  • Improved Credit Control effectiveness
  
  
  • Reduced manual intervention
  
  
  • Improved reconciliation capability
  
  
  • Future Core Platform and Finance Transformation requirements
  
  
  
  


• Produce a roadmap and business case for future implementation activity.
  

Mandatory Requirements:

• 5+ years’ project management experience within Insurance and the London Market


• understanding of the end-to-end London Market insurance lifecycle, specifically premium capture


• understanding of EPI/Credit Control and associated processes


• ability to work independently, manage competing priorities and take ownership


• strong written, communication, interpersonal and problem-solving skills


• ability to work effectively across different organisational levels and business functions.

Working Pattern:

Hybrid – 2 days per week onsite in London office
Contract Type: Inside IR35
Start: 21st September
Duration: 6 months