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Managing an Underwriting Portfolio

CII - The Chartered Insurance Institute
Course summary
Length: 2 days
Location: Nationwide
Next available date: Contact the provider for details - Nationwide

Course Description

Managing an Underwriting Portfolio - insurance in-house training course

The Managing an Underwriting Portfolio 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. By attending this course delivered by the Chartered Insurance Institute, candidates will:

  • Develop the financial and statistical skills needed to manage 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

The holistic approach taken will enable delegates to develop a view of a portfolio as a whole, rather than a case-specific perspective.

Suitability - Who should attend?

This course is suitable for anyone with responsibility for an underwriting portfolio, or who is being developed for such a position.

Outcome / Qualification etc.

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

Training Course Content

The course programme covers:

  • Skill requirements for portfolio management
  • Measuring portfolio performance
  • Price monitoring
  • Segmenting an insurance portfolio
  • Refocusing an ailing portfolio


This course can be tailored to your requirements and run as an in-house course. Contact CII for more information.

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Provider: CII - The Chartered Insurance Institute

CII - The Chartered Insurance Institute

The Chartered Insurance Institute (CII)

As the world’s leading professional body for insurance and financial planning, we are uniquely placed to help you develop and maintain the knowledge and skills you need for a successful career. With over 125, 000 members in more than 150...

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Contact information for CII - The Chartered Insurance Institute

CII - The Chartered Insurance Institute

42-48 High Road, South Woodford,
E18 2JP London

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