Project Manager - EPI and Credit Control Processes

Do you have experience delivering complex projects within Financial Services, with an understanding of insurance premium capture and Credit Control processes?

This consulting opportunity is to support our client, a leading London Market insurer, in managing an end-to-end review of its Estimated Premium Income (EPI) and Credit Control processes.

The project will assess existing processes, identify tactical improvements and define a future-state operating model to support wider business transformation initiatives.

We are looking for an experienced Project Manager who can take ownership of delivery, coordinate specialist resources and stakeholders, and ensure the project achieves its objectives within agreed timescales.

The project needs a consultant who can:

• Demonstrate 3+ years' project management experience within Financial Services, preferably within Insurance or the London Market.
• Demonstrate an understanding of the end-to-end insurance lifecycle, particularly premium capture, alongside Credit Control and associated processes.
• Take ownership of project planning, governance, progress reporting and delivery.
• Effectively coordinate project resources, subject matter experts and stakeholders across multiple business functions.

Key services:

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

• Develop and maintain project delivery plans, track progress, manage dependencies and ensure delivery against agreed milestones.
• Mobilise and coordinate subject matter experts and stakeholders across the business.
• Oversee and direct the activities of Business Analyst and Operational Excellence resources supporting the project.
• Manage project risks, issues, actions and dependencies, ensuring appropriate governance and regular reporting.
• Coordinate an end-to-end review of EPI and Credit Control processes, including existing processes, data flows, controls and ownership.
• Oversee the identification of process inefficiencies, manual workarounds, reconciliation challenges and control weaknesses.
• Facilitate engagement across Underwriting, Operations, Credit Control, Finance, Actuarial and Data & Analytics.
• Coordinate the identification and prioritisation of tactical improvements for implementation during 2027.
• Support the definition of a future-state operating model to improve EPI governance, Credit Control effectiveness, reconciliation capability and operational efficiency.
• Oversee the development of a roadmap and business case for future implementation activity.

Mandatory requirements:

Successful consultants will be able to demonstrate:

• 3+ years' project management experience within Financial Services.
• Understanding of the end-to-end insurance lifecycle, particularly premium capture.
• Understanding of Credit Control and associated processes.
• Experience managing delivery plans, project governance, risks, issues and dependencies.
• Strong stakeholder management skills and the ability to work effectively across business functions and organisational levels.
• Excellent written and verbal communication skills.
• A proactive, organised and results-focused approach, with the ability to work independently and take ownership of delivery.
• Strong problem-solving skills and the ability to quickly understand business processes and terminology.

Experience with in Insurance and the London Market would be particularly advantageous.

Working Pattern: Hybrid – London based 2 days per week and remote
Contract Type: Inside IR35
Start: ASAP
Duration: 6 months initially