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Chartered Insurance Institute
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Managing an underwriting portfolio - two day course


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.

Who should attend?

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

CPD hours

Attendance of this course awards up to 12 CPD hours where you consider it relevant to your professional development needs.

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Sold out!

Scheduled dates for this course have now sold out, please keep checking the website for updates to availability. Dates are added subject to demand and can also be run in-house for corporate clients.