Managing an Underwriting Portfolio

Managing an Underwriting Portfolio


This course recognizes 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.


  • 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
  • Receive a CD-ROM containing notes and fully working tools


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


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

Cost: 25,000.00


How to apply

All candidates must follow the application steps where they provide their details and select units. An invoice will be sent to the email address of the applicant with payment instructions.

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