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:
Successful consultants will be able to demonstrate:
- 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
