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

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